Management Team

Founding Partner | Accounting Advisor

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES

ABOUT TOM

Tom has over 45 years of business experience. But, at the core of it all, Tom is a businessman and an entrepreneur.
Tom services clients in a variety of industries but is a true expert in the areas of franchises and corporate workouts. In fact, he is often called upon as a resource by other professionals, both inside and outside the firm, in these areas.

A BRIEF HISTORY

In addition to his numerous hours spent building this practice over the past four decades, Tom has also been an active public servant. He served as a New Jersey State Real Estate Commissioner from 1981 to 1989. He was President of the Board of Managers for the Mercer County Donnelly Hospital, a geriatric hospital for the indigent, from 1979 to 1986. He also served as a New Jersey Legislative aide from 1986 to 1988.
Tom currently serves on the Board of Directors for I.A.F.O and ARC which he is also Treasurer and is on the Board of Directors for the Plainsboro Housing Authority. He was previously on the board of DDIFO for 6 years. He is a member in the New Jersey Society of Certified Public Accountants, New Jersey Society of Public Accountants and the New Jersey Society of Enrolled Agents.

LATEST REELS

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Tom is engaged, or continues to be engaged, to provide investment advisory services.
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<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>