Doreen M. Inserra, CPA, CGFM is President/Owner of a Staten Island-based taxation and accounting firm--Doreen M. Inserra, CPA, P.C.--since 1997, which focuses, year-round, on individual and business tax and accounting services (including QuickBooks® consultation, Individual, Business, Tax Exempt, Estate and Trust Tax Returns). She was awarded the Staten Island Chamber of Commerce Louis R. Miller Business Leadership Award on February 13, 2014 by City Council Citation. She is called on, each year, to participate in an annual Tax Update Seminar for the public and tax practitioners by SCORE Staten Island which awarded Ms. Inserra Honorary Membership in May 2013. In addition, Ms. Inserra was formerly Audit Manager for the NYC Comptroller’s Audit Office’s Bureau of Financial Audit that included, prior to 1997, managing audits that focused on evaluating leases and franchise agreements that the City maintained with private entities. Other audits that Ms. Inserra managed and participated in, at the NYC Comptroller’s Office, included evaluating the Metropolitan Transportation Authority's $60 million station maintenance bill to New York City; conducting internal control audits of NYC's Community Boards; and analyzing property damage claims filed by private citizens and businesses in the NYC area. In addition, Ms. Inserra participated, as an audit team member of the NYC Comptroller's Office Bureau of Management Audit, in a contract compliance audit of one of the largest business improvement districts in New York City as well as a management audit, issued on June 23, 1995, as Audit Supervisor (while taking on the Assistant Audit Manager role), on the effectiveness of the Department of Juvenile Justice's Aftercare Program (MH95-056A) which has been previously archived, online, in The Clinton Library and is listed in the NYC Comptroller’s Audit Library under reference #6431. She has been previously listed in the 1996/1997 Official Directory of the City of New York after providing almost 10 years (1987 to 1997) of service after receiving a Certificate of Excellence—Team Excellence Award—Finance Audits-- on February 4, 1993. In late February 2012, Ms. Inserra was appointed by the Governor of New York State as Observer to the NYS Financial Control Board for the NYS Senate Temporary President & Majority Leader. In addition, Ms. Inserra is an appointed Accountant with the NYS Unified Court System for Richmond County (Part 36). She is an audit committee member of the Staten Island Chamber of Commerce. Ms. Inserra is also an Investment Advisor Representative in New York State. For over 20 years, Ms. Inserra has been a CPA member of the NYS Society of CPA’s-Staten Island Chapter as well as its past Secretary (for two terms), President, President-Elect, and, currently, Immediate Past President, and, Chapter Board Member of the Chapter Executive Board. Additionally, Ms. Inserra is a long-time member of the Association of Government Accountants (AGA) from which she received the professional certification, Certified Government Financial Manager (CGFM). The CGFM recognizes “…skills and specialized knowledge in governmental accounting, auditing, financial reporting, internal controls and budgeting at the federal, state and local levels.” In April 2018, Ms. Inserra received, from the AICPA, her Cybersecurity Advisory Services Certificate after completing 16 hours of extensive training in Durham, NC. In early October 2018, Ms. Inserra, became a trained arbitrator by the New York County Lawyers Association in the New York State Attorney-Client Fee Dispute Resolution Program at the request of the Richmond County Bar Association. In December 2018, she became a new member of both the Independent Association of Accountants of Staten Island and the Staten Island Economic Development Corp.’s Executive Women’s Council in addition to her long-time memberships with other tax and accounting societies/associations, and, professional membership groups. Formerly, Ms. Inserra attended St. John's University--Staten Island Campus, and, received a Bachelor of Science (B.S.), Accounting in May 1987 as well as becoming a Certified Public Accountant (CPA) in August 1994 while working at the NYC Comptroller’s Office.

Elizabeth Forspan is a Partner with Forspan Klear LLP, a New York law firm. Elizabeth’s areas of practice include Elder Law, Trusts & Estates and Taxation. Elizabeth speaks throughout the United States on various aspects of Elder Care Planning, Tax Law and Estate Planning. She was the recipient of the prestigious Max Block Award for Outstanding Article in the Category of Technical Analysis, awarded by the New York State Society of Certified Public Accountants’ CPA Journal for her article “Casualty Losses for Property Damaged by Hurricane Sandy”. Elizabeth has been named a Super Lawyers Rising Star in the areas of Estate Planning and Probate and Elder Law for every year from 2016 through 2023. Elizabeth has been featured in New York Magazine, MarketWatch, and she has been quoted in the New York Times. Elizabeth’s articles and contributions have been featured in the New York Law Journal. Prior to co-founding Forspan Klear LLP, Elizabeth was a Tax Manager with Ernst & Young LLP, where she focused on Mergers and Acquisitions and Executive Compensation. Elizabeth earned her Juris Doctor from Fordham University School of Law and her B.A. from Queens College of the City University of New York, where she graduated summa cum laude and is a member of Phi Beta Kappa.

John J. Vento, CPA, MBA, CFP® is the president and CEO of Vento Tax & Wealth Management Group and John J. Vento, CPA, PC. He’s a nationally renowned keynote speaker, professor, and financial services industry thought leader as well as the acclaimed author of Financial Independence (Getting to Point X): A Comprehensive Tax-Smart Wealth Management Guide. John graduated from Pace University with a bachelor’s degree in business administration in public accounting before earning an MBA in taxation from St. John’s University. He is a certified public accountant and a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. John is also a Certified Financial Planner™ professional and holds a Series 7 stockbroker license. John has been a registered representative with Avantax Investment ServicesSM and Avantax Advisory ServicesSM since 2001. He is one of the national broker-dealer’s top advisors, with assets under management* in excess of $200 million. John has served as keynote speaker at various seminars and conferences throughout the United States, and he has lectured at Lutheran Medical Center, Mount Sinai Hospital, the NYU School of Dentistry, and the Greater New York Dental Meeting. His specialization as a dental practice CPA and CFP® as well as his focus on tax-smart strategies to create wealth have led to guest appearances on television shows such as NY1 News “Money Matters” and Fox News as well as published articles in Money Magazine, the Wall Street Journal, Forbes, and many other publications. John’s vast experience includes working with KPMG LLP, one of the “Big Four” CPA firms, where he specialized in audits of the medical and dental profession and the financial service industry. He has been an adjunct professor at St. Francis College, Wagner College, and St. John's University. John has been recognized as an advocate for promoting financial literacy and has been a lecturer throughout the New York City Public Library system.

Anthony J. Citrolo is a Managing Partner and Founder of The NYBB Group, LLC. and NYBB Commercial Real Estate. His original company New York Business Brokerage was founded in 2003 and is the legacy company which was the basis for today’s successful organization. Anthony represents privately held companies seeking professional representation from an intermediary as they look to sell what is typically their largest asset, their family-owned business and often the associated real estate. Anthony’s clients include private equity groups, individual entrepreneurs, independent financial sponsors and companies with annual revenues of $5 million to $50 million. These are typically companies with adjusted EBITDA of $500K to $5 million. Anthony represents clients in all industries, with specialties in business services, HVAC including contractors across the entire spectrum and construction. Anthony is a CPA (Certified Public Accountant) for over 40 years, a CEPA (Certified Exit Planning Advisor) and a CM&AA (Certified Merger & Acquisition Advisor) having founded NYBB over 18 years ago. He has been advising middle market and privately held companies as well as family-owned businesses in search of either a successful exit or targeted acquisition. Anthony began his career with Deloitte and has been entrepreneurial having owned and operated several successful businesses in addition to his own tax practice. In addition, Anthony is a New York State Real Estate Broker as well as holding the designations in the past of Certified Valuation Analyst (CVA) and Certified Business Intermediary (CBI). Anthony is a certified member of The John Maxwell team coaching individuals and teams on Leadership. He is also a JMT certified speaker. Throughout his career, Anthony has worked on M&A engagements in many markets, including manufacturing, distribution, technology, business services, professional practices, health care, franchising and retail. He has also created a Growth through Acquisition program for middle market and larger companies who seek the advantages derived by combining targeted acquisitions as part of their strategy for expansion. This has provided accredited value and has been adopted as a creative exit strategy. Anthony is a presenter on both Mergers and Acquisitions as well as Exit Strategies. Groups have included the New York Society of CPAs, the National Conference of CPAs, the Nassau Bar Association, among others. He has been recognized as an industry expert by Business Brokerage Press that publishes the Business Reference Guide, recognized as a primary source of data for professional valuation. He is regularly quoted on issues concerning the marketplace for privately held companies and family-owned businesses. Anthony is the president of NYABB (New York Association of Business Brokers), a past board member of the Alliance of Merger and Acquisition Advisors and co-founded the Long Island Chapter and a member of the first board of the New York chapter. He is a co-founding member of the Business Exit and Succession Planning Committee for the New York State Society of CPAs, having chaired that committee for the NYSSCPA for 2 years. Anthony is a past chair for Easter Seals Long Island and is a past president of the Accountant Attorney Networking Group (AANG)). Other professional memberships include The American Institute of CPAs (AICPA), the National Conference of CPA Practitioners (NCCPAP) and the New York Society of CPAs (NYSSCPA). Anthony is a Baruch College (City University of New York) graduate.

Geoff Bruskin is an M&A Consultant specializing in working with sellers and buyers of CPA and Accounting firms ranging in size between $100k and $15m in gross revenue. He works with buyers including Independents, CPA firms, Wealth Management firms, and Private Equity - with an exclusive emphasis in selling and merging CPA and Accounting firms. Geoff also does Talent Acquisition for Accounting Firms, as well as strategic partnerships between CPA firms and Wealth Management firms.

Louis Lepore is an attorney admitted to practice law in the states of New York, New Jersey and Florida. He has a B.S in accounting from St. Johns University, and an extensive graduate education, including an L.L.M. in taxation from Georgetown University. He has vast experience in tax matters, over ten years of experience working for the New York State Department of Taxation and Finance, and is a member of the National Academy of Elder Law Attorneys. Mr. Lepore uses his education and experience to help clients deal with taxation issues in real estate, estate planning, and probate. He has dedicated his practice of law to providing quality legal representation and personal attention to all of his clients, whether he is drafting a simple will or handling a complex estate.

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.

Alfred T. Grillo CPA is the owner of Grillo Tax Consulting, preparing individual tax return services. Mr. Grillo provides sales and use tax services to accounting professionals and businesses, along with research and compliance assistance on state and local tax issues, including residency issues, and assists and represents taxpayers in audits before the IRS and state and local tax authorities. Mr. Grillo was in public accounting at the outset of his career, and then spent the next forty years in private industry with such firms as Consolidated Edison, Brooklyn Union Gas and AT&T. At Con Ed he managed the transaction tax function, which included sales and use tax, gross receipts taxes, and other miscellaneous taxes. He has maintained an individual tax practice throughout his career, assisting families with their taxes and financial planning. Mr. Grillo has been an active member of the New York State Society of CPAs, and served as Chairman of the New York State, Local and Multistate Committee. He also served on the New York State Tax Commissioner’s Advisory Board and the Tax Committee of the New York State Business Council. He has spoken on sales and use tax issues at numerous tax conferences.

Christina started with the NJ Division of Taxation in 2007. During her first eight years in the Customer Service Center, she assisted taxpayers directly, as well as practitioners and the business community through the Practitioner Hotline. Christina joined Taxation University in 2015 where she became a key contributor to the employee training program and continued to assist practitioners and the business community by presenting at seminars and educational events. In April of 2020, Christina moved to the Office of Legislative Analysis to assist in navigating legislation that impacts the Division. Most recently, Christina began serving in the Office of the Taxpayer Advocate, assisting taxpayers with complicated issues that they have been unable to resolve through other means.