Eric L. Green is a partner with Green & Sklarz, a boutique tax firm with offices in Connecticut and New York. The focus of Eric’s practice is civil and criminal taxpayer representation. Eric is a past-chair of the Connecticut Tax Bar and a Fellow of the American College of Tax Counsel. He has the weekly Tax … Continue reading Eric L. Green
Category: Bios
Susan M. Tillery
Susan M. Tillery, CPA/PFS is President & CEO of Paraklete® Financial, Inc. Paraklete®provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales.The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and President of Financial Planning Advocate, … Continue reading Susan M. Tillery
Jaclyn Lee
Managing Associate Editor jaclyn.lee@lewissaret.com Jaclyn Lee is a recent graduate of Georgetown University’s School of Foreign Service, where she majored in Science, Technology & International Affairs with a concentration in Energy and Environment and a certificate in International Development. She is the current Vice President of the Senegal-based nonprofit Natangué Sénégal and has worked in … Continue reading Jaclyn Lee
Guy E. Baker
Guy E. Baker Ph.D., MBA, CFP, is co-managing partner of BMI Consulting in Irvine California. Guy’s practice focuses on sophisticated estate, succession and compensation strategies for closely held businessowners and their key employees. A recognized expert in life insurance funding and financing, he has authored numerous articles and books on investments, sales psychology and business … Continue reading Guy E. Baker
Stanley Mountford
Stanley Mountford, is co-manager partner of BMI Consulting, LLC in Irvine California. Over the last forty years Stan has worked with hundreds of business owners on executive compensation, business succession and exit strategies with expertise in plan design, actuarial, accounting, relevant tax law and funding. He has authored numerous articles and is a nationally known … Continue reading Stanley Mountford
Annette Nellen
Annette Nellen, CPA, Esq., is a professor at San Jose State University where she also directs the graduate tax program (MST). She teaches courses on tax research, tax accounting methods, property transactions, individual taxation, ethics and tax policy. She is a prolific author and frequent presenter on tax law developments, new economy tax matters, disruptive … Continue reading Annette Nellen
Jessica Zhang
Associate Editor jessica.zhang@lewissaret.com Jessica is currently a Junior at Johns Hopkins University, double-majoring in International Studies and Economics and minoring in Social Policy. She has held summer internships at a criminal justice nonprofit in Baltimore City and at a progressive opposition research firm in Washington, DC. She is currently a Paralegal at the Law Office … Continue reading Jessica Zhang
Terrence M. Franklin
Terrence M. Franklin, Esq.: Terrence M. Franklin (“Terry”), Partner at Sacks Glazier Franklin & Lodise, is a seasoned attorney with nearly a quarter century of experience handling trust and estates and probate litigation, disputes and appeals. Terry has extensive trial and appellate experience, including successful published appeals and the landmark Moeller case, which was brought … Continue reading Terrence M. Franklin
Lawrence A. Frolik
Lawrence A. Frolik, John E. Murray Faculty Scholar and Professor of Law at the University of Pittsburgh School of Law, is a national expert on the legal issues facing older Americans. He is the author, co-author or editor of over a dozen books. He is the author of Elder Law and Later Life Legal Planning … Continue reading Lawrence A. Frolik
Paul D’Alessandro, Jr.
Paul D'Alessandro, Jr. is an associate in Akerman LLP’s Miami, FL office, where he focuses on international taxation and estate planning. Paul advises clients on matters such as federal income and transfer taxation of nonresident alien individuals, entity classification, pre-immigration issues, inbound and outbound tax planning, and the restructuring and disposition of U.S. real property … Continue reading Paul D’Alessandro, Jr.
Jonathan E. Gopman
Jonathan E. Gopman is a partner in Akerman LLP's Naples, FL office and Chair of the firm's Trusts & Estates Practice Group. Jonathan's practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He has authored and coauthored numerous articles on asset protection and estate planning and frequently lectures on these topics throughout … Continue reading Jonathan E. Gopman
Melissa Sprinkle
Melissa Sprinkle is a member of the Bryan Cave’s Private Client Group where she concentrates on fiduciary law, as well as tax and estate planning. She assists clients with their pre-death estate planning and wealth preservation, as well as with post-death trust and estate administration. Ms. Sprinkle also helps clients further their charitable inclinations by creating … Continue reading Melissa Sprinkle
Kimberly E. Civins
A partner in the firm’s Private Client Practice Group, Kimberly Civins concentrates her practice in the areas of estate planning, estate administration, trusts, tax exempt entities (including public charities and private foundations), transfer tax, business succession planning and federal and state regulation of bank trust departments. She also advises clients in trust and estate litigation … Continue reading Kimberly E. Civins
Michael King
Michael King is Vice President, Gift Planning Services with the National Christian Foundation, headquartered in Alpharetta, Georgia. He serves as a charitable gift and estate planning attorney working closely with generous families and their advisors to maximize the amount and impact of their charitable giving through creative strategies that minimize taxes and maximize giving potential. … Continue reading Michael King
Quinton Weinstein
Associate Editor quinton.weinstein@lewissaret.com Education: George Washington University, Columbian College of Arts and Sciences, B.A. in History, 2019 (expected) Quinton is currently an undergraduate Junior at GWU studying History. Quinton most recently interned doing criminal defense work. Pooja joined Wealth Strategies Journal in 2017.
Jacqueline Groccia
Associate Editor jgroccia@gwu.edu Jacqueline is currently a junior at the George Washington University, majoring in Criminal Justice and minoring in Geography. She spent her summer after sophomore year as a Clerical Trainee at the Federal Bureau of Prisons and has had several other research and legal based internships. She is currently a Paralegal at the … Continue reading Jacqueline Groccia
Damien Lee
Associate Editor damien.lee@lewissaret.com Education: Georgetown University School of Foreign Service, B.S. in International Politics, 2016. Damien is a senior undergraduate at Georgetown University's School of Foreign Service, working towards a degree in International Politics with a concentration in International Law. He is currently working as a paralegal at the Law Office of Lewis J. Saret. … Continue reading Damien Lee
Allison Trupp
Associate Editor atrupp@gwu.edu Education: George Washington University School of Business, B.B.A. in Finance, 2016 (expected) Allison is currently an undergraduate senior at GWU with a concentration in Finance. She spent her spring of junior year studying abroad at Tel Aviv University in Israel. She is looking forward to continuing her studies and expanding her knowledge by going on to … Continue reading Allison Trupp
Pooja Shivaprasad
Associate Editor pooja.shivaprasad@lewissaret.com Education: George Washington University, Elliott School of International Affairs, B.A. in Middle East Studies, 2016 (expected) Pooja is currently an undergraduate senior at GWU studying International Affairs and the Middle East. She most recently worked at a non-profit called the Iraq Foundation, where she gained experience as a grant-writer. Pooja has also … Continue reading Pooja Shivaprasad
Logan Davis
Associate Editor Ldavis.lewissaret@gmail.com Education: George Washington University Columbian College, B.A. in Political Science & B.A. in History, 2017 (expected). Logan is currently an Undergraduate Junior at George Washington University. He most recently worked at the US Department of Education, where he served as a member of the Military Affairs Team. Prior to ED Logan worked … Continue reading Logan Davis