Get to Know Me
Ted is the Market Leader of the Firm’s Private Client Services Practice and has more than 30 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.
Private Client Services Year-End Planning
Uncertainty has been a daily companion for the better part of two years for many in today’s society. In the context of tax laws, this is especially true as tax […]
Withum’s Heckerling 2020 Recap on Estate Planning
Share Each January, thousands of estate planners come together in Orlando, Florida, for the Annual Heckerling Institute on Estate Planning conference. Heckerling is the leading conference for estate planning teams, […]
New Spending Package Includes Several Retirement Plan Changes: Part 3
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 When funds are withdrawn to pay for the beneficiary’s education […]