Greg is a licensed CPA. He provides tax advisory services, including tax planning/mitigation, transaction advisory services, structuring, and compliance. His business client base includes closely-held, multi-state businesses in various industries, many of which operate in all fifty states and overseas. Greg also assists these clients with respect to tax provision/ASC 740 compliance. Additionally, Greg provides tax compliance and planning services for high-net worth individuals, estates, and trusts

After graduation from college, Ms. Berk worked in the field of public accounting for various Certified Public Accounting firms. She then co-founded Berk & Berk, CPA PC, a Public Accounting and Tax Practice in New Jersey, with her father in 1988. After Mr. Berk passed away, Ms. Berk formed S E Berk CPA PC in New York in 1996. The Firm is engaged in various areas of Public Accounting, including Accounting Services, Management Consulting and Tax Preparation and Planning. Ms. Berk has over 38 years of experience with a significant concentration of clientele in the tri-state area and throughout the United States. Ms. Berk’s extensive accounting experience includes management consulting service, in-depth tax planning, tax preparation, audit representation and obtaining financing for client expansion. Clientele include various business entities, medium to high net worth individuals and other professionals. Business clientele include entities in the medical, real estate, retail, contractor, distribution, legal and engineering industries. Individual clientele include executives, doctors, lawyers, teachers, entertainers, musicians, creative artists and investors.

Mark L. Stone is the Managing Partner of Sales Tax Defense LLC since 2006. The firm specializes in Sales and Use Taxes. Mark's work as a New York State Tax auditor as well as a Tax Manager/Principle at several prominent accounting firms over the past 30 years has earned himm a reputation as one of the top professionals for multi-state Sales and Use Taxes. He is a frequently invited by various organizations to speak on Sales & Use Tax issues and serves as an Expert witness testifying in tax court on behalf of clients Mark was also an adjunct professor at Long Island University C.W. Post.

Anthony J. Enea, Esq. is the managing partner of Enea, Scanlan & Sirignano, LLP with offices in White Plains and Somers, New York. For almost forty (40) years, Mr. Enea has devoted his practice to educating and protecting the rights of seniors, the disabled and their families from the costs of long-term care and estate taxes. Mr. Enea and his firm concentrate their practice on Elder Law, Asset Protecting Planning, Special Needs Planning, Medicaid Applications (Nursing Home and Home Care), Guardianships (contested/non-contested) and Wills, Trusts and Estates. He is the author of hundreds of published articles and a frequent lecturer to seniors, the disabled, attorneys, CPAs and financial advisors, with respect to the planning options available to seniors. For decades Mr. Enea’s articles have been published in such publications as the New York State Bar Journal, the Trusts and Estates, Elder Law, General Practice Law and Elder Law Journal for the New York State Bar Association, the Westchester County Business Journal and the Westchester County Bar Journal and these articles have been published in such publications as “Generations”, “60 Plus”, the Westchester County Business Journal, Westchester County Bar Newsletter and numerous other publications. Mr. Enea is Certified as an Elder Law Attorney by the National Elder Law Foundation as accredited by the American Bar Association*. He is a former member of the Executive Committee of the Trusts and Estates Section of the New York State Bar Association as a Vice-Chair of the Committee on the Elderly and Disabled. Mr. Enea is the Past President of the Westchester County Bar Foundation. Mr. Enea is the Past Chair of the Elder Law and Special Needs Section of the New York State Bar Association. Mr. Enea is the Past Chair of the 50+ Section of the New York State Bar Association. Mr. Enea is a Past President and a Founding Member of the New York Chapter of the National Academy of Elder Law Attorneys (NAELA). He is also a member of the Council of Advanced Practitioners of NAELA. Mr. Enea is a Past President of the Westchester County Bar Association. Mr. Enea is a Board Member of the Columbian Lawyers Association of Westchester County. Mr. Enea is the 2018 recipient of the Distinguished Service Award from the Elisabeth Haub School of Law at Pace University and was the recipient of the Dr. Joseph A. Cimino Community Service Award from the Dominican Sisters and the Honorable Richard J. Daranco Distinguished Service Award from the Columbian Lawyers Association of Westchester County. Mr. Enea is the founder of the Anthony J. Enea Elder Law Scholarship at the Elisabeth Haub School of Law at Pace University. Mr. Enea has been selected as a Super Lawyer for the seventeenth consecutive year, and for 2009, 2010, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023 was selected as a Top 25 Super Lawyer in Westchester County. Mr. Enea for the fourteenth consecutive year has also been selected for inclusion in the “Best Lawyers in America” as an Elder Law Attorney (2012-2025). In addition, he was recognized as a Best Lawyers® “Lawyer of the Year” in White Plains five times. Mr. Enea is an “AV” Rated Preeminent Attorney as rated by Martindale-Hubbell. Mr. Enea is also fluent in Italian. *The National Elder Law Foundation is not affiliated with any Governmental authority. Certification is not a requirement for the practice of Law in the State of New York and does not necessarily indicate greater competence than other attorneys experienced in this field of law.

Jim joined Source Advisors as the Director of Tax Controversy in 2022. He has worked in tax incentives such as the R&D tax credit, disaster relief credits, the Employee Retention Credit, and most recently § 174. Jim has been practicing in the general area of taxation and tax law for over fifteen years. In that time, he has produced numerous successful tax credit cases for his corporate clients. Further, he has had successful tax audits that range from IRS audits and appeals to state-level tax audits. Prior to joining Source Advisors, Jim worked at two national consulting firms. While in law school, Jim worked at a public accounting office where he helped the firm advance in and maintain double-digit growth. Jim received his Bachelor of Science in Political Science from Texas A&M University and his Juris Doctorate from South Texas College of Law Houston. He is a licensed attorney in the State of Texas.