Semiannual Full Day Seminar (E1805139)

Scott Brown is a Partner at PKF O’Connor Davies with more than 15 years of experience with the Firm. Scott services clients out of the Firm’s Cranford, New Jersey and New York City offices.

Scott specializes in auditing and tax consulting, working with a variety of not-for-profit organizations including, private foundations, independent schools, arts and cultural organizations and membership organizations.

Scott is an active lecturer for Firm-sponsored continuing professional education courses and frequently speaks at outside organizations and associations. He also authors and contributes to numerous monthly tax and accounting bulletins provided to the Firm’s not-for-profit clients.

Alex is an audit partner in the Not-for-Profit and Health Care practices of PKF O’Connor Davies, LLP. He has eighteen years of experience in public accounting. His areas of specialty include audits of not-for-profit entities, health care entities and special needs clients, cost reporting as applicable to health care and not-for-profit entities, and single audits conducted in accordance with the Uniform Grant Guidance. Alex is also an adjunct professor of accounting at the City University of New York. He serves on a number of professional and academic affiliations and is a board member of the New York State Education Department State Board for Public Accountancy. He has authored articles on accounting, audit, tax and education and he has presented on both a professional and academic level.

Justin has 15+ years of experience across different industries: Benefits Administration, Telecom, Financial Services and Consumer Products. Justin holds a Bachelor of Science degree from Rutgers University and a Master’s degree from Stevens Institute of Technology.

Justin left "Corporate America" about 2.5 years ago to join the family businesses in Group Benefits (Lubenow Agency) and Medicare (Senior
Advisors, LLC). Over the past two years, Justin has been very active in educating Medicare beneficiaries (100k+ views of YouTube Educational videos, over 75 Medicare Workshops), and lobbying to protect benefits for Medicare beneficiaries.

In 2016, Justin was selected to be a member Medicare Advisory Group of the National Association of Health Underwriters (NAHU). At the NAHU Capitol Conference in 2017, Justin presented on Paul Ryan’s Plans for Medicare (in “A Better Way”) and had the opportunity to meet with the House Ways & Means Committee to discuss key Medicare issues.

Justin was born and raised in NJ (but did live in Atlanta for 2 years). He currently resides in Westfield, NJ with his wife and two young children. He enjoys soccer, basketball and golf (if you can call it that!).

Caren Zahn, EA is an Enrolled Agent with more than 25 years experience at Agostino & Associates, P.C., representing individual and business taxpayers in all administrative levels of the Internal Revenue Service - audits, collections, and appeals. She also works with State and Local taxing authorities on audit/collection cases. She specializes in Offers-in-Compromise, installment agreements, innocent spouse, penalty abatements, tax returns, tax return compliance, non-filers, and audits.