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One Size In Compliance Programs Does Not Fit All!
Editor: Would you each tell our readers about your professional backgrounds and the composition of your current practices? Klein: I am a partner in the Litigation and Valuation Services Group of Amper and am a certified public accountant (CPA) licensed in the state of New Jersey, a certified...
Read MoreBest Practices For Avoiding Plan Compliance Issues
Editor: What are the key challenges for employers who sponsor employee benefit plans in complying with ERISA? Finney: With a plethora of rules and regulations imposed by the Department of Labor ("DOL") and the Internal Revenue Service ("IRS"), the key challenges for employers are to...
Read MoreGRATs & GRUTs - Now Before It's Too Late
Grantor Retained Annuity Trusts (GRATs) and Grantor Retained UniTrusts (GRUTs) can present excellent estate planning opportunities in today's environment of low interest rates and low asset values. The idea behind these special kinds of trusts is for a donor to remove highly appreciated assets...
Read MoreCorporate Fraud Prevention - Now Is The Time
Editor: Please tell our readers about your background and professional experience. Zikmund: I spent the first ten years of my career working in various law enforcement capacities, the last few years working on white-collar crime investigations. For the next 10 or 11 years I managed internal...
Read MoreAll Financial Services Companies Are Not The Same
Editor: Tom, you have a very rich background in the insurance industry. Would you cite some of the highpoints of your background both as an audit partner of the former Arthur Andersen and also in working with Commissioners of Insurance and relevant industry organizations? Mulhare: If you look at...
Read MoreFinancial Guidance For The Modern-Day Athlete
Editor: Could you please describe your practice and client base at Amper, Politziner & Mattia, LLP? Raiola: Our Sports and Entertainment Group practice focuses on the needs of high-net-worth individuals in these industries who have a demanding work life and require professional help in...
Read MoreRemaining Competitive In The Midst Of Crisis: Challenges And Opportunities
Editor: Mr. Klein, would you tell our readers something about your professional experience? Klein: I am a CPA, and I have been in practice for 22 years. My concentration has been in litigation support and business evaluation services - I am certified in financial forensics and as a fraud examiner...
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