| Robert
A. Behren,
CPA, Attorney, B.B.A, M.B.A, J.D. (first in class, N.Y.U), LL.M (N.Y.U.),
recipient of numerous scholarships, fellowships and awards, has founded
and published leading accounting magazines (The Practical Accountant,
Accounting Technology, Practical Tax Strategies, among others) and newsletters
(Clients Monthly Alert) for over 20 years. He was a Professor (Department
of Economics) at a major university for over 15 years. He has authored or
edited almost 2,000 published articles on financial management, some of
which have been cited, as authority for their decisions, by the highest
courts in the country (including the U.S. Supreme Court, the U.S. Court
of Appeals, and the U.S. Tax Court). He has received a Presidential Commendation
for Publishing from Ronald Reagan. |
| James
E. Cheeks, Attorney, J.D., is former Executive Vice-President,
Publisher, and Editor-in-Chief of Research Institute of America (RIA) and
former Executive Director, Institute for International Research. Formerly
a professor of taxation at Pace University, he is the author of five major
books and dozens of articles on taxation and financial planning and has
lectured before many professional groups. |
| Mary
L. C. Flood, CFA (Chartered Financial Analyst), CFP (Certified
Financial Planner), MBA (Finance), is Managing Director of Inverness Counsel,
Inc., an investment advisory firm. She has been a delegate to the White
House Small Business Conference and Chair of the White House Conference
Capital Formation Implementation. She is treasurer of the National Association
of Women Business Owners. She writes a monthly finance column for Utah
Business magazine and has been featured in a number of media interviews
and articles in major publications such as Kiplinger’s Personal
Finance magazine. |
| Sidney
Kess, CPA, Attorney, B.B.A., J.D. (Harvard), LL.M. (NYU), is
former National Director of Taxes at KMG Main Hurdman and former partnerat
KPMG Peat Marwick. Probably the best-known CPE lecturer, he has lectured
to more than 600,000 practitioners and lay persons on tax, financial and
estate planning. He has authored or co-authored more than a dozen major
books (including 32 editions each of the AICPA's Individual and Corporate
Tax Workshops), edited 4 major newsletters, and authored hundreds of video
and audio courses. |
| Diahann
W. Lassus, CPA, CFP (Certified Financial Planner), MBA, BS (Management),
is a co-owner of Lassus Wherley & Associates, PC. She has taught at
several colleges. Her service with the Institute of Certified Financial
Planners includes service on the Board of Governors of the Board of Standards,
past National Board Member and past Chair of the Certification Committee.
She was President of the National Association of Women Business Owners and
the NJ Association of Women Business Owners and was named the U.S. Small
Business Administration’s NJ Women in Business Advocate. She is frequently
quoted and has been profiled in leading national publications (including
The New York Times, The Wall Street Journal, Fortune and Money)
and was selected as one of "America’s Top 200 Financial Advisors"
by Worth magazine. |
| Harry
M. Markowitz, Ph.D., is winner of the Nobel Prize in Economics
for the development of "portfolio theory." Portfolio theory determines
portfolios — combinations of assets — which minimize risk on the
portfolio as a whole for various levels of expected (or likely) return on
the portfolio, taking into consideration the extent to which the returns
on assets rise and fall together. His analysis of the tradeoff between portfolio
risk and return has become standard. Much of modern financial theory, such
as Nobel Prize winner William Sharpe’s Capital Asset Pricing Model,
is based on Markowitz’ portfolio theory. |
| Thomas
R. Robinson, CPA, CFP (Certified Financial Planner), Ph.D., M.A.
(Accounting), B.A. (Economics), is a professor (Accounting and Financial
Planning) at the University of Miami. He is recipient of the Teacher Excellence
Award and has authored or edited over 20 published books and articles on
financial planning and other financial topics. |
| Anne
E. Wagenbrenner, J.D., LL.M. (Taxation), is a practising attorney.
A past Editor of The Practical Accountant magazine and an Editor
at the American Institute of CPAs (The Client Bulletin), she has
written and published many articles in the areas of tax and estate planning.
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