Profile

Biography

Organizations

President
Exler & Company, Inc.
Pittsburgh, PA

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

Education

Areas of Expertise

Accounting and Financial Reporting
   Accounting Compliance and Reporting (IFRS)
   Accounting Compliance and Reporting (Private Companies)
   Accounting Compliance and Reporting (US)
   Financial Instruments
   Integrated Reporting
   Internal Control over Financial Reporting
   SEC Regulatory Compliance and Reporting
   Sustainability
   XBRL
Advisory/Consulting
   Performing an Advisory Engagement (planning, performance, reporting, QC)
Compilation and Review
   Performing a Review (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
Industry
   Professional, Scientific and Technical Services (including Business Services)
   Real Estate and Rental and Leasing
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
Tax
   Individual Income Taxation
   IRS Practice & Procedure
   Partnership Taxation
   S Corporation Income Taxation
   State & Local Tax
   Tax Ethics & Standards
   Tax Practice Management
   Taxation of Estates and Trusts