Attendee Information
Resources
Corporate
Conference Chairman
Sidney Kess
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Sidney Kess, Esq., CPA, JD, LLM
Sidney Kess, Esq., CPA, JD, LLM, recently selected "Most Influential Practitioner" for 2006 by CPA Magazine, is a nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning. Having lectured to more than 715,000 practitioners on tax, financial and estate planning, he is one of the nation's best know lecturers in continuing professional education.
Mr. Kess is consulting editor of CCH Incorporated's Financial and Estate Planning Reporter, and consultant for the CCH Estate Planning Guide. Mr. Kess is chairman of the advisory board of Tax Hotline and is a member of the PPC Tax Action Panel. He has edited a column on "Tax Tips" for the New York Law Journal for the past 37 years.
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David S. De Jong, JD, CPA
Principal
Stein, Sperling, Bennett, De Jong, Driscoll & Greenfeig P.C.
Mr. De Jong has litigated cases in each of the three judicial forums for tax controversies. He is a frequent writer, lecturer and expert witness on various tax, estate, valuation and business topics.
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David Bergstein, CPA
Business Development Manager
CCH Consumer Products
David Bergstein, CPA, is the Business Development Manager for CCH Consumer Products. Mr. Bergstein focuses on providing CPAs and corporations with tools to generate new revenue streams through self-service applications on the Internet. Prior to CCH, David was Vice President of Sales and Marketing and part of a strategic team that opened up the U.S. marketplace to Acctrak21.
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Alex Brucker, JD, CPA
Partner
Brucker & Morra
Alex M. Brucker is a nationally
recognized speaker and writer on
employee benefits. He began his ERISA
practice in 1974 and has testified as an
expert witness on employee benefits.
Alex has designed plan documents
and software used by professionals
in the field.
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Owen G. Fiore, JD
Consultant
FioreWealthPlanningConsulting
For over 40 years based in California, Owen Fiore was a tax and estate planning lawyer representing families, corporate executives and closely-held executives in developing and implementing wealth preservation, management succession and tax effective programs and entities including FLPs, LLCs, corporations and trusts.
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Michael J. Jones, CPA
Partner
Thompson Jones LLP
Mike is a partner in Thompson Jones LLP, in Monterey, California and holds CPA licenses in California and Minnesota. He is a consultant in the areas of wealth transfer strategy, trust and probate matters, and family business transitions.
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Roman H. Kepczyk, CPA.CITP
President
InfoTech Partners North America, Inc.
Roman H. Kepczyk, CPA is President of InfoTech Partners North America, Inc. and the Lead Technology Management Strategist for the firm. His primary focus is helping firms throughout North America effectively use information technology by implementing digital best practices and directing them towards today’s “less paper” or Digital CPA firm.
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Karen Kirk
Product Trainer, Research and Subscription Specialists
CCH Incorporated
Karen Kirk is the Product Trainer for the Research and Subscription Specialists for CCH Incorporated in the Chicago, Illinois office. She joined CCH in 1986 as a Customer Service Representative supporting CCH's print publications. In 1997 she became the Trainer for Product Support.
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Mark Luscombe, JD, LLM, CPA
Principal Federal Tax Analyst
CCH Incorporated
Mark Luscombe, a CPA and attorney, is the principal federal tax analyst for CCH and is a key member of the CCH Tax Legislation team tracking and analyzing legislation before Congress.
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Mark A. Plostock,CPA.CITP
President
IT Dept.
Mark A. Plostock, a sole practitioner from Syosset, New York. He has been a long standing member and Chair of the New York State Society CPA'S Nassau Chapter Taxation Committee and has been a perennial speaker at its Annual Tax Conference. |
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Charles P. Rettig, JD
Partner
Hochman, Salkin, Rettig, Toscher & Perez, P.C.
Chuck Rettig is the Institute Chair for the UCLA Extension Annual Tax Controversy Institute, a Planning Committee Member for the USC School of Law Annual Institute on Federal Taxation (Institute Chair for the Subcommittee on Ethics, Compliance and Enforcement), and the "Tax Controversies Chair" for the 66th NYU Institute on Federal Taxation.
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