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Canisius University, Master of Science, Accounting
Canisius University, Bachelor of Science, Accounting
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American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
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Latest Insight
What Should You Know About Charitable Giving and Estate Planning in 2027?
The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, rewrote several rules that affect how you give and how you pass wealth to the next generation. Most provisions took effect in 2026, so 2027 will be the first year many taxpayers plan around them from the start. Charitable Deductions Look […]