Profile

Biography

Organizations

Mgt. Director of Wealth Management & Family Office Ctr.
Canon Capital Certified Public Accountants
Harleysville, PA

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

Education

Areas of Expertise

Advisory/Consulting
   Performing an Advisory Engagement (planning, performance, reporting, QC)
Employee Benefit Plans
   401(k) Defined Contribution Plans
   403(b) Defined Contribution Plans
   Auditor Independence (DOL, AICPA, SEC)
   Defined Benefit Plans
   EBP Fraud
   EBP Internal Controls (including Service Organization Control (SOC) 1 reports)
   EBP Plan Investments and Fair Value
   Employee Stock Ownership Plans (ESOPs)
   ERISA Plan Financial Statement Audits (including Limited Scope Audits)
   ERISA, DOL and IRS Regulations for EBPs (including Plan Design and IRS Qualification Rules and Test)
   Form 11-k Plan (SEC) Filers
   Form 5500 Reporting
   Health and Welfare Plans
   Multiemployer plans
   Parties-in-Interest/Prohibited Transactions
   Payroll Audits (Related to Multiemployer Plans)
Firm Practice Management
   Financial and Admin Operations
   Human Capital
   Marketing
   Practice Growth and Client Service
   Strategy and Planning
   Succession Planning
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services