Tax planning is an integral part of protecting wealth and managing cash flow. Planning in a tax-efficient manner helps business owners and investors extract maximum value from their endeavors. In this program, participants will review the foundational aspects of tax planning and preparation, as well as select current tax topics such as 199A.
Note, some materials in this program are based on Kaplan Education Certified Financial Planner training materials.
Mark A. Arencibia is a CPA with over 15 years of experience in real estate finance serving as CFO of a local real estate development company and later as a Senior Vice President of a publicly-traded mortgage REIT. Prior to that, he worked in the tax and audit departments of KPMG and Cooper’s & Lybrand for over 7 years. A CPA since 1996 and member of both the AICPA and NJSCPA, Mark earned his MS in Taxation from Seton Hall University after earning his BS in Accounting from Rowan University.
Rick Orloff is a Certified Public Accountant with over 35 years of experiences in accounting, forensic investigations, auditing, tax, business valuation & operational improvement consulting engagements. He holds an MBA in Finance (St. Joseph’s University) and certifications in Internal Audit, Forensics, & Valuations.
In private practice for 22 years, Rick has effected business turnarounds & advised clients on setting up accounting processes that affect financial & operating improvements with marked success. Rick is also a Township Supervisor in Bucks County having been elected four times by wide margins. He has led workshops for PSAT’s, PMAA, the PICPA, and the Bucks County Bar Association consistently acquiring solid ratings from workshop participants.
