Ted is a partner in the firm’s Private Client Services Practice and has more than 35 years of professional accounting experience.
He is a licensed certified public accountant in the states of Florida, New Jersey, and New York, and he has earned the professional designations of personal financial specialist (PFS) from the American Institute of Certified Public Accountants (AICPA), as well as certified specialist in estate planning (CSEP) from the National Institute of Excellence in Professional Education, LLC. Ted specializes in the area of estate, trust and high-net worth individuals services, including residency establishment.
Ted participates in continuing professional education (CPE) and provides presentations and articles in the specialized areas of estate planning, retirement planning and business planning. He resides in Singer Island, Florida and Colts Neck, New Jersey.
Learn more about my professional experience and how I spend my time outside the firm.
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For high-net-worth individuals and retirees, Roth conversions represent one of the most powerful levers in tax-efficient retirement planning. At their core, Roth conversions allow taxpayers to control when they pay taxes – but when layered with thoughtful timing and geographic planning, they can significantly reshape long-term financial outcomes. By coordinating income levels, future tax expectations and…
Heckerling Institute on Estate Planning: 2015 Conference Highlights Email Ted The Heckerling Institute on Estate Planning is a national gathering place for estate planners including attorneys, trust officers, accountants, insurance advisors and wealth management professionals. Over 3,000 professionals attended this year’s conference in Orlando, FL to gain practical guidance on tax and non-tax issues involved…
New Rules in 2015 Affect IRA Rollovers Retirement savers can realize significant tax savings through the use of employer qualified plans (such as a 401(k) or 403(b)) and Individual Retirement Accounts (“IRAs”). After all, these plans are designed to incentivize workers to save for retirement. Tax advisors and financial planners will tell you that it’s…