Annual Tax Seminar (E1911729)

Ash is the head of Social Security planning at OneTeam Financial. With nearly thirty years of experience, he is one of the nation’s foremost experts on Social Security and oversees the development of Social Security claiming strategies to maximize retirement income benefits. Ash is the former president and founder of National Social Security Partners, LLC (NSSP). He has two certifications in Social Security planning: National Social Security AdvisorSM and Certified in Social Security Claiming Strategies (CSSCS). Ash was recognized with the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association. He obtained his Chartered Accounting degree (a Canadian CPA.) and Certified Financial PlannerTM designation. He then went on to obtain an MBA from Wharton Business School. Ash has been published in numerous newspapers and magazines.

A founding partner of OneTeam Financial, LLC, in Cranford and Red Bank, New Jersey, Greg leads the Retirement Planning Division and collaborates with our team of specialists in the areas of Social Security, Medicare and long-term care.

Greg works closely with clients to design comprehensive, holistic retirement plans that are financially flexible in order to optimize their wealth. He tailors each client’s investment portfolio to meet their unique goals and objectives while minimizing risk. Gregory graduated cum laude from the Fairfield University Honors Program with a B.S. in Finance and Accounting. He began his career in the financial services industry in 2005.

He worked with UBS trading fixed income and options as an Associate Director for seven years before transitioning into the financial services business to pursue his passion of helping clients retire more comfortably with peace of mind.

In 2010, he completed the third level of the CFA program and currently holds the Chartered Financial Analyst (CFA) designation. The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge needed in today’s investment industry. Greg is a Certified Financial Planner (CFP), Certified Long-term Care Specialist (CLTC) and a National Social Security Advisor (NSSA).

Greg is a frequent speaker and provides invaluable education and insight to professionals to assist in navigating the complexities of the financial industry. He is the President of the Red Bank Chapter of the American Financial Education Alliance (AFEA) and continuously informs and educates adults in our communities.

In his free time, Greg enjoys exercising, golfing with friends and clients but his true passion is spending time with his wife, Brenna, and his two little girls Louisa and Haven in their Colts Neck and Long Beach Island homes.

Parag is a tax attorney with the Patel Law Offices in Iselin. His practice concentration is in tax, business transactions and estate planning. He is a board certified estate planning law specialist, a board certified elder law attorney, and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. Parag was named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. He has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. He is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. Parag also serves as a part-time municipal court judge for Edison Township. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.

Peggy Tilles is a Senior Tax Manager at Sax LLP, headquartered in Clifton, NJ with additional office locations in New York City. She has over 30 years of accounting firm, government and corporate experience. She has worked at the Massachusetts Department of Revenue, The New York City Department of Finance, Office of Legal Affairs and AT&T prior to joining Sax LLP.

At Sax, Peggy has developed a practice working closely with clients to advise them on multi-state tax matters including tax research, proactive tax planning and state tax exams. More than half of her practice involves state and local sales and use tax matters.

Peggy graduated cum laude from Tufts University, is a graduate of New England School of Law, and obtained a Master of Laws in Taxation (LL.M) from New York University School of Law.

Peggy is Sax’s in-house advisor on Research and Development (R&D) tax credits. This involves detailed analysis of a taxpayer’s qualified research expenses including wages, self-employment income, supplies and contract expenses. She also advises clients on how to benefit from locating in New Jersey’s Urban Enterprise Zones.

Peggy focuses on State and Local Tax (SALT) issues including nexus reviews and state tax apportionment analysis for income, franchise and gross receipts taxes. Peggy is a member of the firm’s Manufacturing and Distribution and the Consumer Products and E-commerce practices.