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.

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Latest Thinking

retired couple private client services
Private Client Services Year-End Planning

Estate Planning Update The estate tax continues to be hot topic even with the lifetime exemption continuing to rise with inflation adjustments. For 2023, the gift tax annual exclusion limit […]

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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, […]

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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 When funds are withdrawn to pay for the beneficiary’s education […]

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