Annual Tax Seminar (E1511919)

Onofrio Cirianni is a Partner with EisnerAmper Insurance & Financial Services, LLC. With nearly 25 years of experience, Mr. Cirianni concentrates on advising individuals, closely held businesses, tax exempt entities and corporations, and providing them with retirement, business succession, estate and employee benefit planning services. He also guides CEOs, CFOs and HR Directors with creative strategies for balancing budgetary pressures with maintaining or improving benefits. In addition, he is the cofounder of the Advocacy Process™, a holistic planning process addressing key aspects of an individual or organization and helping them achieve their goals while maximizing and protecting assets. As a student of the American College, Mr. Cirianni strives for advancement in his education and continues to be an accomplished speaker, conducting a multitude of seminars and interviews for corporations, civic and professional groups, and associates. He is a 15-year member of the Million Dollar Roundtable (MDRT), an international independent association in which he qualified for Court of the Table and Top of the Table, the highest honor given to the world’s most successful life insurance and financial service professionals. In addition, Mr. Cirianni is an active member of the Association of Advanced Life Underwriters (AALU) as well as the National Association of Insurance and Financial Advisors (NAIFA) and Central Jersey Estate Planning Council of Greater Middlesex and Somerset, which is part of the National Association of Estate Planners and Councils (NAEPC). Mr. Cirianni began his career with PDK Financial Group/Northwestern Mutual. He is actively involved with his parish, St. Ann’s Church, and is a Board member and coach of the Bridgewater Soccer Association.

John M. Daly, MST, Tax Manager at WithumSmith+Brown, PC, has more than 20 years of experience in state taxation. His expertise is in state and local tax issues, including nexus, apportionment, planning and compliance audits. He has established tax departments and setup policies and procedures for two large international and multistate corporations, and resolved many voluntary disclosures. Daly is an active blogger on multiple tax related LinkedIn Groups. He is a member of HLB International and serves as a member of its State and Local Tax Committee. Daly earned his B.S. in Accounting from Rutgers University College and M.S. in Taxation from Pace University.

Barry has over 30 years of professional accounting experience and works in Withum's New York office. He is the team leader of Withum’s Tax Services State and Local Tax Group and advises clients in residency and nexus issues, entity level taxes, sales and use taxes and other business and personal tax matters. He also counsels clients in strategic planning, transaction reviews, risk assessment, tax law compliance and corporate restructuring. As an active member of the New York State Society of CPAs (NYSSCPA) and the NJCPA, he lectures on tax issues to chapters and to organizations including Baruch College and CW Post College. He is a current member of the NYSSCPA’s Multistate & Local Taxation Committee and served as chairman in prior years. He is also a member of the NJCPA’s State Taxation Interest Group. He was formerly an appointed member of the Commissioner’s Advisory Council for both the NYS Department of Taxation & Finance and the NYC Department of Finance. He is a contributor for The Trusted Professional as well as several other industry and professional publications. He was also a former editor of The CPA Journal.

Keith A. Krauss, Esq., Counsel in the Newark, New Jersey office of Genova Burns, is Director of the Business Law & Commercial Transactions Practice Group and a member of the Construction Law & Litigation, Alcohol & Regulated Products and Intellectual Property Law Practice Groups.

Mr. Krauss handles all aspects of business advice and transactions on behalf of both existing companies and startups including review, negotiation and preparation of all types of commercial agreements including construction and consulting agreements, distribution, manufacturing, and sales agreements and assignment and licensing of intellectual property/interests and rights, formation, dissolution and liquidation of corporations, limited liability companies, partnerships and joint ventures; sales and purchases of assets and stock/membership/partnership interests; counseling with respect to and handling of the financing of transactions including conventional and EDA financing and SBA loans; franchising; private placement stock/membership/partnership offerings and agreements. He also provides legal and strategic advice on matters affecting day to day operations and corporate governance issues.

He has also represented numerous clients in commercial and construction disputes, handling court proceedings and commercial and construction arbitrations.

Prior to joining the firm, Mr. Krauss was a partner in a New Jersey firm specializing in business and commercial law and was general counsel to a comprehensive facilities services company with more than 3,000 employees.

Mr. Krauss belongs to the County, the New Jersey State, and the American Bar Association’s Business and International Law Sections. He is a member of the LLC’s and Partnership Committee, the Intellectual Property Transactions Committee and the Uniform Commercial Code Committee of the ABA’s Business Law Section. He is Vice Chairman of the Board of Trustees of the Essex Catholic Foundation.

He received his bachelor’s degree, magna cum laude, from Assumption College in 1975, and his Juris Doctor degree from Rutgers University School of Law—Newark in 1978. While in law school, Mr. Krauss served as a legal intern with the office of the New Jersey Attorney General and on the Rutgers Moot Court Board. After law school, Mr. Krauss served as Law Secretary to Honorable Martin J. Kole, Superior Court of New Jersey, Appellate Division, during the 1978 Court Term.

Richard Sackin, CPA is the Tax Partner-in-Charge of the International Services Group at Eisner Amper LLP. He has over 30 years of experience in the fields of accounting and taxation.

Mr. Sackin has many years of experience in handling international tax matters, both with U.S. corporations regarding controlled foreign subsidiaries and foreign corporations regarding in-bound transactions, as well as transfer pricing for re-organizations and expatriate tax issues. A member of the National Society of Accountants for Cooperatives (NSAC) for more than 20 years, he also has significant expertise in tax matters for cooperatives, including patronage allocation rules and Subchapter T, Form 1120-C. In addition, he serves as Chair of the PKF International Tax Committee.

He co-authored Prentice Hall's New Jersey Tax Handbook and has spoken before the World Trade Institute in New York on international tax matters. Prior to joining EisnerAmper, he was a Partner and Director of the Tax Department of the New Jersey office of Ernst & Young.

Mr. Sackin holds a B.A. in Accounting from Upsala College and has completed the Columbia University Executive Management Program. He is a member of the American Institute of Certified Public Accountants (AICPA) and New Jersey Society of Certified Public Accountants (NJCPA), where he serves on the Taxation Resource Committee. He is also a member of the Employee Stock Ownership Plan (ESOP) Association and is a public member of the disciplinary oversight committee at the New Jersey Supreme Court. In addition, he is a board member of the Brain Injury Association of New Jersey and is very involved in Cancer Care, Inc. of New Jersey.

Matthew Scherer is a partner in Rockland Advisory Group, LLC. Mr. Scherer has more than 25 years of corporate finance experience that includes investment banking, corporate finance, corporate development, leveraged finance, corporate strategy and fund raising. He has led numerous and complex transactions as both intermediary and principal. Mr. Scherer has provided advisory and investment banking services to public, private, domestic and international corporations in media and publishing, medical technology, energy infrastructure and consumer products. Over the last 15 years, Mr. Scherer has been involved in merger, acquisition and divestiture transactions representing total consideration in excess of $6 billion, and debt and equity capital-raising in excess of $15 billion.

Prior to co-founding Rockland, Mr. Scherer was affiliated with Catalyst Capital Advisors, an investment banking and financial advisory firm that addressed the growing demand for investment banking services to middle market companies. Previously, Mr. Scherer founded and was Managing Partner at Peregrine Capital Partners, a boutique investment bank that focused on middle market transactions of private and publicly held companies. Before Peregrine Capital Partners, Mr. Scherer created and managed the Capital Markets Group for M&T Bank as well as all capital markets joint venture relationships. At M&T Bank, Mr. Scherer sat on the Board of Advisors for several investment funds. Prior to M&T Bank, Mr. Scherer served in numerous different capital market positions at Dresdner Kleinwort Wasserstein. Mr. Scherer also held the position of Director of Corporate Development at Simon & Schuster, Inc.

Mr. Scherer is a member of the Advisory Board of Alliance Mezzanine Investors LP, a SBIC Mezzanine Fund. Mr. Scherer earned his B.B.A. from The George Washington University, with concentrations in Finance and Political Science, and his M.B.A. from Fordham University Graduate School of Business.

Marc Scudillo, CPA, CFP is Managing Partner and one of the founders of Eisner Amper’s Wealth Management & Corporate Benefits practice. He leads both the firm’s High Net Worth Planning/Investment and Corporate Retirement Business Units. He has extensive experience with the planning needs of Business Owners throughout the business growth cycle addressing both personal and corporate planning goals. Drawing on his background in tax, investment management, financial and estate planning, he serves as an invaluable resource for High Net Worth Individuals as well as Business Owners preparing to orchestrate a business transition within the next 3-5 years. He manages a coordinated team of experts who support clients in all of the facets of personal and corporate planning needs.

Mr. Scudillo is part of the firm’s Private Business Services group and is on the Advisory Board for EisnerAmper’s Executive College. Prior to joining EisnerAmper, he was a member of the Personal Financial Planning Group at one of the Big Four CPA firms servicing the financial needs of high-net worth clientele and institutions.

He is a recurring financial expert on CNBC, Fox Business, and CNBC Asia among others and is also often quoted in Reuters, CNN, MoneyMatters, and other financial trade publications. He has been recognized by Registered Rep as part of the “Top 100 Independent Advisors”.

He holds a Masters of Business Administration in Finance and Accounting from NYU’s Stern School of Business, Masters of Science in Accounting from NYU’s Stern School of Business, and a Bachelor of Arts Degree in Economics with a minor in German from Colgate University. He is a Certified Public Accountant and a Certified Financial Planner.

Ms. Wheatley-Liss counsels business owners on legal and structural issues related to start-up, financing, growth and exit strategy. As a tax attorney, she always keeps an eye on minimizing a business owner's "silent partner" – the IRS. By creating the most efficient organizational structures and contractual arrangements during the infancy and growth of a business she has helped clients keep hundreds of thousands of dollars in their pockets upon the sale of the mature business. To educate both the public and the legal community about issues relating to business ownerships, Ms. Wheatley-Liss is a frequent lecturer to professionals and the public on topics related to start-up, intellectual property, employee and independent contractor issues, wealth transfer, tax minimization, business succession planning and cybersecurity.

Kerri Wright is a principal of Porzio, Bromberg & Newman, P.C. and a member of the firm’s Litigation Practice Group, where she co-chairs the Education and Employment Team. She focuses her practice in the areas of education law and employment law, specifically in representation of management in both employment counseling and employment litigation. Kerri handles a variety of employment law matters for the firm’s public and private sector clients in state and federal courts as well as before administrative agencies, including the EEOC and the New Jersey Department of Labor. She has litigation and counseling experience in numerous areas of employment law, including issues involving wage and hour claims, restrictive covenants, harassment, discrimination, and whistleblowing. She has successfully defended management in class-action wage and hour lawsuits and has handled numerous investigations by management into allegations of employee wrongdoing. Kerri has significant experience representing and counseling school boards, charter schools, private schools and colleges in a variety of areas. She is one of only a few experts in the State in the area of reconfiguring school districts, including the creation and dissolution of regional school districts and the creation and termination of sending-receiving relationships. As an elected member of the Chester Board of Education in Morris County, Kerri is serving in her fourth term. She served several years as the President of the Board, and currently serves as the Chair of the Board’s negotiation committee. She has successfully negotiated employment contracts and collective bargaining agreements with each one of the Board’s labor groups.