Ted is a partner based in our Red Bank, NJ, office and has almost 20 years of professional accounting experience. He is a licensed certified public accountant in the states of 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 financial planning.
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 Ocean County, New Jersey.
Share Other Provisions Not Involving Retirement Planning Expansion of 529 Plans A 529 Plan is exempt from federal income tax. When funds are withdrawn to pay for the beneficiary’s education […]