Author Archives: admin

My latest article for JDSupra.com can be found here.

I am pleased and honored to announce that Diane DeSimone, Stony Brook Class of 2015 is the winner of the 2014 Rozalia and Emil Berla Scholarship Fund. I started The Rozalia and Emil Berla Memorial Scholarship Fund at my alma … Continue reading →

I prepare my own income taxes because my tax LLM degree and years working on ProSeries gave me the experience to effectively do that. When it comes to treating my allergies, I delegate that role to the person with the … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

I talk to a lot of advisors and I have many advisor clients around the country and one of the things that I keep on hearing is that even with fee disclosure regulations almost 2 years later, it is still … Continue reading →

My latest JDSupra.com article can be found here.

I’m a Howard Stern fan since I was about 11. I’m sorry if you’re offended, but I love that brand of humor. One of the main producers of funny materials are guys by the name of Sal & Richard. Aside … Continue reading →

Aside from my children and my wife, my favorite person of all-time was my grandmother Rose. In a few weeks, it would have been her 90th birthday and I wish she could have made it because she was the most … Continue reading →

I worked for someone once who I thought was the biggest pain in the rear end and I think when I got older and started my own business, I finally understood where he was coming from. When I work on … Continue reading →