York State Bar Association, New York State Society of CPAs, The American
Institute of CPA’s, the National Conference of CPA Practitioners, and Financial
Service Professionals, etc.
He has been a source for The Wall Street Journal, Investor’s Business Daily,
Investment News, Long Island Business News, Newsday and was featured in
Financial Planning Magazine. He also appeared on Fox Business News, News 12, &
Wall Street Week. He most recently co-authored a book for the American Bar
Association, Nov 2016, titled “The Advisors’ and Trustees’ Guide to Managing Risk
and Avoiding a Client Crisis”.