Cindy Charleston-Rosenberg

Cindy Charleston-Rosenberg, ISA CAPP Art Appraisal Firm LLC and ISA Private Client Services Group Cindy Charleston-Rosenberg ISA CAPP, President of the Art Appraisal Firm, brings more than twenty-five years of art market experience to the appraisal and management of important collections of American art. A member of the Appraisal Foundation's Board of Trustees, and a past … Continue reading Cindy Charleston-Rosenberg

Mark S. Klein

Mr. Klein, Chairman of the Firm, concentrates on New York State and New York City tax matters. He also has over 35 years of experience with federal, multistate, state, and local taxation. Mr. Klein splits his time between the Firm's New York City and Buffalo offices.  Mark taught courses on state taxation and tax practice and … Continue reading Mark S. Klein

Daniel Kelly

Daniel Kelly is a senior associate in Hodgson Russ's tax practice area.  Daniel counsels corporations and individuals on a wide range of tax matters, with a focus on New York state, New York City, Florida, and multistate tax planning and controversy.  Daniel is licensed in New York and Florida, and can be reached at 716-848-1561 … Continue reading Daniel Kelly

Randy Abeles

Randy Abeles is a private client services partner in the RSM US Chicago office, and a member of the firm’s national family office team. He has 40 years of tax and personal financial planning experience. Randy is an MST, who advises family offices, owners of highly successful privately held businesses and other significantly high-net-worth investors. … Continue reading Randy Abeles

Virginia H. Grigg

Virginia H. Grigg Christian & Barton, LLP 909 E. Main Street, Suite 1200 Richmond, VA  23219 804-697-4154 vgrigg@cblaw.com Ms. Grigg is an attorney with Christian & Barton, L.L.P., where her primary area of practice is in trusts and estates.  Ms. Grigg received her B.A., cum laude, from James Madison University and her J.D. from T. C. Williams … Continue reading Virginia H. Grigg

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

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.