Brian H. Ashe, CLU is President of Brian Ashe and Associates, Ltd. He has been in the insurance and investment business since 1969, assisting clients with life, health, disability, annuity and equity products. His work is concentrated in estate conservation, retirement planning, employee benefits and business insurance strategies. His articles and comments have appeared in the Wall Street Journal, CBSMarketWatch.com, America On-line, Money Magazine, Redbook magazine, the Chicago Tribune, Crains Chicago Business, Smart Money, Better Homes and Gardens, Life Insurance Selling, the Dallas Morning News, Pittsburg Post-Gazette, the National Underwriter and Life and Health Insurance Sales. Over 60 radio stations and 95 television stations, including CNN, have broadcast interviews with Brian on financial planning matters in the US and around the world. Brian is the president of the Chicago Chapter of the Society of Financial Service Professionals. He resides in Naperville, Illinois.
For the past 40 years, Professor Jon Bischel has specialized in international taxation, principally as a law professor at Syracuse University and the first director of the first American Bar Association approved on-line law graduate LLM program while at Regent University. He has frequently testified before Congressional tax committees and was appointed to the Advisory Committee to the Commissioner of Internal Revenue by President Ronald Reagan. Since 1971, he has variously served as Assistant Secretary, special advisor and rapporteur for the UN Expert Group on Tax Treaties and its successor, the UN Committee of Experts on International Cooperation in Tax Matters. Currently, he is engaged in authoring the revision to the UN Tax Treaty Negotiation Manual.
Richard W. Burkart is a retired development economist and international consultant to the pharmaceutical industry. He is the author of “The advantages of retiring in Panama still remain overwhelming as we recover from the “Great Recession!” available on his website www.panamamundo.com. He and his wife, Lise, have retired in Panama and are part of a growing trend to retire abroad. Richard has lived in Boca Raton, San Diego, Phuket Puerto Vallarta, Singapore, Bangladesh, and Canada among some locations. As a pharmaceutical consultant he worked for such corporations as Amgen, Johnson & Johnson, Wyeth Pharmaceuticals, Schering-Plough Corp, Purdue Pharma, Pfizer, Inc. Glaxo-Wellcome Pharmaceuticals, Warner Lambert Pharmaceuticals. As an economist and policy analyst, he worked for the National Council for Compensation Insurance, Department of External Affairs, Canadian International Development Agency, and the United Nations Development Program.
Barri Carian, Principal of Carian Consulting, Author & Facilitator of CEO/Business Owner Roundtable, started Carian Consulting in 1997 after successful stints as an entrepreneur and founding member in two start-up companies and as a senior executive in two Fortune 500 firms. She has a passion for business and for the entrepreneurial spirit; is a strategic and critical thinker with expertise needed to grow revenues and profits. Today, Barri guides business owners through the maze of issues to produce powerful and sustainable results quickly. She runs a Business Owner Roundtable that meets monthly to tackle the challenges and opportunities in running their businesses. Barri is the author of “Creating Great Business Partnerships”, the result of dozens of partnership interventions that takes potential partners through the critical steps to avoid disastrous pitfalls. She is a Past President of the Orange County Chapter of the National Assn of Women Business Owners.
Jaime Cuevas Dermody is the managing member of Financial Engineering LLC. Clients include hedge funds, banks, family offices, financial companies, real-estate investment trusts, law firms, professional trade organization and institutes, and governments. His work is divided between overseeing the development of “black-box” mathematical trading systems at FE, and the analysis of complex structured-finance and financial product taxation at FE1. FE runs five trading systems. In FE1: (i.) taught courses to investment bankers and to financial-product specialists of the U.S. Internal Revenue Service Large and Midsize Business Division; (ii.) provided expert advice on major trails (KPMG Criminal tax trials in 2006 – 2008, Cemco v. U.S. civil appeal to the Supreme Court in 2008); and (iii.) developed Sharia-compliant financial products (leases that can replace U.S. Treasury bonds, and instruments to privatize Malaysian Government-Employee Pension Plan).
Ray Ellis, raised in Canton, Ohio has been a Browns’ fan all his life – which makes sense that he would have a successful career as a Browns Strong Safety. Ellis, a four-year letterman at Ohio State, won All-Big 10 honors with five interceptions as a senior defensive co-captain. He went on to play for the Philadelphia Eagles in 1981 and in 1986 joined the Cleveland Browns. Ellis’ career stats include: 427 tackles, 14 interceptions, nine fumbles caused, six recovered fumbles, three quarterback sacks and three blocked punts. Since leaving the Browns, Ellis has been active in both business and community, most recently as Chief Operating Officer for People for People, a non-profit corporation in Philadelphia whose mission is to educate underprivileged youth and young adults. Ellis has also been active with the Big Brothers/Big Sisters, Special Olympics, United Way, United Negro Fund and the National Center for Missing Children. Ellis now resides in Phoenix, AZ with his wife, Darice.
Mr. Felix practices estate planning through the law firm of Patrick J. Felix III, P.C. in Florida, Pennsylvania, Ohio and West Virginia and through Patenaude & Felix, APC in San Diego, California. Mr. Felix earned his J.D. in 1984 from the Duquesne University Law School in Pittsburgh, Pennsylvania and his LL.M. in 1986 (masters in taxation) from the Georgetown University Law Center. For 25 years, Mr. Felix has practiced tax and advanced estate planning specializing in living trusts, irrevocable life insurance/gifting trusts, dynasty/ generation-skipping trusts, family limited partnerships, charitable giving, the integration of retirement benefits into an estate plan and the utilization of domestic and international life insurance for advanced estate planning. Mr. Felix has hosted his own radio show and has also authored numerous articles and was a contributing author to The Life Insurance Answer Book.
Arthur Garcia is a Senior Tax Attorney at Graf Repetti & Co., LLP. He was admitted to practice in the State of New York. He received his BA at Montclair State University. He graduated from the Seton Hall School of Law. He received his Master’s Degree from Hofstra University School of Business in Taxation. He specializes in taxation, estate and business planning. Arthur is a published author in the fields of divorce and taxation and was formerly the managing editor of the Hofstra Journal of Business and Law.
Karen Gifford, principal of Gifford Management and Leadership Coaching, has served as a coach, mentor, sounding board, advisor, confidant, consultant, strategist, and business development expert for over 23 years with entrepreneurs, business owners, executives and senior teams of privately-held emerging companies, public companies, including the Fortune 1000, and non-profits. Prior to that, she held highly-successful sales and marketing positions for Fortune 500 companies in the aerospace, information technology and executive/career placement industries. She has founded and led several businesses and non-profits and brings the perspective of corporate executive, entrepreneur, business owner, board member and investor to her client engagements. Karen served as the 2009-2010 President of the Orange County Chapter of the National Association of Women Business Owners. She is a life-long learner with diverse and extensive credentials.
As President of RWH Advisors, International Grandmaster Ron W. Henley acts as Special Consultant to Ultra High Net Worth Individuals and Family Offices. From 1985 thru 2001, Mr. Henley was an American Stock Exchange Member, as a trader, market maker and specialist. From 2001 to 2005, Mr. Henley was a founding partner and Head Trader of a statistical arbitrage family of hedge funds, with clients such as Bank of America, Gottex Fund of Funds and Aegon USA Insurance Company. The funds consistently ranked in the top ten of the FIMAT Volatility Asset Class. From 2005 to Present, he sat on the Board of Directors of several private companies in a broad range of industries. He recently served as Head of Execution for a New York based high frequency news driven strategy with connectivity to the execution algorithms of Goldman Sachs and Credit Suisse. Mr. Henley is a FIDE International Grandmaster. He is President of the KARPOV2010 global FIDE Presidential campaign.
Bob Keats is a founder & President of Keats, Connelly and Associates, a Phoenix-based, Fee-Only*, wealth management firm that assists Canadians and Americans realize their dreams of a cross-border lifestyle. Keats, Connelly and Associates is the largest cross-border wealth management firm in North America with offices in Phoenix, Arizona; and Boynton Beach, Florida. Since 1976, Bob has been helping clients manage the complexities of U.S./Canadian cross-border planning when they are considering permanent or seasonal moves across the border. He is the author of The Border Guide, currently in its 10th edition. Bob is a frequent speaker in Canada and the U.S. on Cross-Border Planning. Accountants, Estate Planning and Elder Care Attorneys often call upon him for his expertise. He is the author of The Border Guide which has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
Danny Kofke has been a teacher for ten years and is currently a special education teacher in Georgia. He has taught kindergarten and first grade. Danny’s love of teaching and finances led him to write the book “How To Survive (and perhaps thrive) On A Teacher’s Salary.” Danny’s passion keeps him in the classroom but smart savings and basic understanding of financial principles have kept his wife (willingly!) at home with their children. Danny has been been featured in USA Today, The Atlanta Journal Constitution, CNN.com, AOL.com, USA Weekend, Bankrate.com, PARADE, Instructor Magazine, CBS MoneyWatch.com, FoxBusiness.com, The Wall Street Journal, ABCNews.com, Yahoo Finance, Woman’s Day, Consumer’s Digest, Bottom Line Personal, Your Family Today and The Huffington Post. He has been interviewed on radio and numerous television shows including Fox & Friends, CNN’s Newsroom, The 700 Club, ABC News Now, FOX Business Channel’s Varney & Company, HLN’s The Clark Howard Show and MSNBC Live.
John M. LaPilusa, CPA is a principal at Fazio, Mannuzza, Roche, Tankel and LaPilusa, LLC. He is a Certified Public Accountant in the States of New Jersey and New York. He is a member of the American Institute of Certified Public Accountants and the AICPA Council from 2004-October 2010. He is an active member of the New Jersey Society of Certified Public Accountants and Past President, Secretary and Director of the Hudson County Chapter of the New Jersey Society of Certified Public Accountants and was named one of the Top 100 Most Influential Practitioners by CPA Magazine, 2006.He graduated from Rutgers University with a BA in accounting. Past affiliations include: president-elect, vice president, secretary and trustee of the Board of Trustees; chairperson of the Annual and Semi-Annual Convention committees; member of the Finance Committee for St. Joseph’s Home for the Blind.
Marsha Lindquist is the Chief Executive Officer of The Management Link, Inc. a comprehensive consulting services for Government contracting clients ranging from small start-up companies poised to grow through Fortune 500 companies since 1993. She has worked with thousands of leaders and senior managers over the last 20 plus years from large Fortune 500 companies to small organizations.Her impressive credentials include an MBA in Finance, National Speakers Association member, National Contract Management Association Fellow, published author most recently featured in over 200 trade journals and business publications that include The Business Journal Online, Partner Advisory, American Management and Contract Management, interviewed by The Chicago Tribune and The Washington Post, and seen on ABC World News Tonight. She served in senior management capacities for 7 years for Fortune 100 companies and as a chief financial officer for several small emerging growth companies.
John Logan, Founder, CEO and Chairman of SafeGuard Guaranty Corporation, Mr. Logan is an experienced, multi-industry serial entrepreneur and new product developer. Starting his first venture in 1982 at age 25, he has been a founder, partner or major contributor in five successful startups. One of the first civilian recipients of the “Hammer” award during the Clinton administration, Mr. Logan spent 11 years with Ameritech and SBC (now AT&T). Mr. Logan was part of the executive team at Peopleclick recruited to direct the development of the now world leading HR software organization’s sales infrastructure, that led the fledgling startup’s revenue growth from $1 million in 1999 to $42 million in recurring revenue by 2001. A published author as well as an innovative entrepreneur, Mr. Logan focused his creative talent and analytical skills to develop an insurance based product that provides both wealth creation and a much needed financial protection for married individuals worldwide.
Peter L. Lohrey, PhD, AVA, CDBV, is the Director of Business Valuation & Litigation Support Services for Graf Repetti & Co., LLP. He has over 20 years of experience with valuation, mergers and acquisitions, loan workouts, and expert witness matters pertaining to litigation. He provides valuation services to accounting firms, corporations (publicly traded & privately held), family owned businesses, financial service companies, private equity firms, securities firms, attorneys & bankers. Previously he was the Director of Litigation and Valuation Services at a New York City consulting firm. He also worked at the Office of Economic Analysis at the U.S. Securities and Exchange Commission (SEC). He was an Associate Professor at Central Connecticut State University and St. Norbert College. He has a PhD in Finance & Accounting from George Washington University, a MS in Finance and an MBA from Loyola University in Maryland, and a BS in Business Administration from University of Delaware.
J. David Massey is an estate planning and tax attorney with expertise in the areas of investments, estate taxation, income taxation and charitable giving. His practice in Scottsdale, AZ focuses on planning and analysis of complex investment, estate tax, and income tax issues and strategies for ultra high net worth clients and businesses utilizing domestic and foreign entities and arrangements. He develops sophisticated estate planning and tax strategies to reduce, re-characterize or delay income tax and estate tax liabilities and analysis of viability and taxation of customized derivative-based financial products, including the writing of covered opinion letters. He was the former SVP and Wealth Strategist with Bank of America in Sarasota, Florida, a Trusts and Estates Attorney with Holland & Knight LLP in Tampa, Florida and former President and Corporate Counsel of SMS International Financial Corp., S.A., in Santiago, Chile.
Mark Nestmann is an investigative journalist and wealth preservation consultant with more than 20 years of investigative experience. He is the President of The Nestmann Group, Ltd., and the Tax and Asset Protection Editor for The Sovereign Society. He is the author of many books and reports dealing with wealth preservation, international tax planning and offshore investing. His consulting firm provides wealth preservation and international tax planning services. Mark is an Associate Member of the American Bar Association (member of subcommittee on Foreign Activities of U.S. Taxpayers, Committee on Taxation) and Member of the Society of Professional Journalists. In 2005, he was awarded a Masters of Law (LLM) degree in International Tax Law at the Vienna University of Economics and Business. Mark is the author of several reports and books, including THE LIFEBOAT STRATEGY, AUSTRIAN MONEY SECRETS, and THE BILLIONAIRE’S LOOPHOLE. To order his books and reports go to: www.nestmann.com.
Dr. JoAnne Norton, a member of the prestigious Family Business Consulting Group, has worked with multi-generational family businesses for over a decade. She is the former Vice President of Shareholder Relations for Freedom Communications in Irvine, California. She has a doctorate in Organizational Leadership from Pepperdine University, and trained at the Georgetown Family Center. JoAnne had executive education at the Institute of Management Development in Lausanne, the Graduate School of Business at Stanford University, and the Kellogg School of Management at Northwestern University. Dr. Norton is a Fellow of the Family Firm Institute and holds a certificate in family business advising. She is a director emeritus of the Orange County Forum for Corporate Directors. JoAnne is a frequent speaker on family business issues and author of many published articles. She has a monthly newsletter, “A Family Business Moment”. JoAnne has a weekly radio show on WGEM in Quincy, Illinois.
Christine G. Pronek is a tax manager at Fazio, Mannuzza, Roche, Tankel and LaPilusa, LLC. A certified public accountant with over ten years in public accounting and three years with the Internal Revenue Service, she has experience in all areas of taxation. Christine is a member of the American Institute of Certified Public Accountants and New Jersey Society of Certified Public Accountants. Christine recently completed her two-year appointment as a member of the NJSCPA Board of Trustees. An accounting graduate of Quinnipiac University, Christine holds a Masters of Science in Taxation from Fairleigh Dickinson University.
John F. Raspante, CPA, MST, CDFA, holds dual roles as Director of Compliance, Risk Management and Director of Education for Graf Repetti & Co. LLP, Certified Public Accountants & Business Advisors. Prior to Graf Repetti, Mr. Raspante worked 9 years for CAMICO Mutual Insurance Company, the nation’s second largest provider of accountants’ professional liability insurance providing loss prevention services to the organization’s largest insured’s. His professional affiliations include the American Institute of Certified Public Accountants and 12 state accounting societies. He serves on NYSSCPA’s Compilation and Review Committee, NJSCPA’s Editorial Board, the Accounting and Auditing interest group, and the National Conference of CPAs’ Ethics Committee. Mr. Raspante is a frequent author and speaker on issues relating to risk management and professional ethics. He earned a B.B.A. in accounting from Baruch College (CUNY) and a master’s degree in tax from Washington School of Law.
Karen K. Roberts, CLU, ChFC is currently serving as National President of Women in Insurance and Financial Services (WIFS) with chapters across the US, is past president of the Gold Coast Chapter for WIFS, and past president of the Broward County Chapter of the American Society of Financial Service Professionals. Karen also is Principal Owner of The Emerald Financial Group located in Deerfield Beach, Florida and a Wealth Planning Specialist with 21 years in the financial service industry. She graduated from California State University, Northridge in 1987 with a bachelor’s degree in business administration with an emphasis in economics. In 1997, she received the designation of Chartered Life Underwriter and in 2003 Karen received the Chartered Financial Consultant through the American College.
Barry D. Siegel, ESQ., Principal of the Law Firm, Barry D. Siegel, P.A. counsels high net worth individuals and families with respect to Trust and Estate Planning and Asset Protection utilizing both domestic and international strategies. He represents beneficiaries and fiduciaries of estates and trusts regarding tax, probate and trust law issues. Mr. Siegel has co‐authored “The Book of Estate Planning Strategies” and authored numerous articles on Estate Planning and Asset Protection. He has been quoted in the South Florida Business Journal, the South Florida Sun‐Sentinel and he has been a guest on numerous television and radio shows. He has served as an Adjunct Professor for the Legal Studies Program at Florida International University in Miami, Florida. Mr. Siegel has also been a featured speaker on Estate Planning and Asset Protection Issues at the prestigious Global Wealth Summit held in Nassau, Bahamas.
Mark Zingle is President and founder of two fee-for-service consulting firms in Minneapolis. Before building his own companies, he served in a variety of life insurance corporate roles, including Financial Officer, Marketing Officer, Chief Actuary, and Chief Administrative Officer. Mark’s experience spans 35 years, and today he specializes in plan administration for small employers. He also provides expert witness testimony and consults to life insurer home offices on product and compliance matters. Mark earned both his undergrad and MBA degrees in actuarial science from the University of Michigan. He holds a number of actuarial designations and is an enrolled agent.