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Speakers

Audrey Kirwin

 

Audrey Kirwin
Financial Services Representative
Registered Representative
MetLife
516-319-9538

I focus on working with families and business owners to coordinate retirement, business succession and estate planning strategies which are designed to optimize the transfer of their wealth.

My business philosophy is to assist individuals achieve a sense of comfort that comes from knowing that they have done everything possible to plan for life’s certainties and life’s uncertainties. People need to feel confident that if something unexpectedly interrupts their lives, that a plan is in place to eliminate or lessen the financial risks associated with these changes. My personal goal is to become a lifetime resource for each and every client.

Since 1996, I have been licensed to sell insurance products and registered to sell securities products in numerous states. I graduated with a Bachelors Degree from SUNY at Albany.

I am actively involved in networking and community organizations including: NTN – Noon Time Networking Group, IBWC Women’s Group, Powerful You Networking Group, Hauppauge Industrial Association, Suffolk County Traffic Safety Board and U.S. Green Building Council, LI chapter, Little Shelter Animal Rescue & Adoption Center. For fun, I enjoy spending time with my family, golf, boating, and skiing.

Frank Gallo

 

Frank A. Gallo, CPA, MBA
Gallo & Company CPA's LLP
420 Jericho Turnpike, Suite 101
Jericho, NY 11753
Phone: 516-681-4700
Fax: 516-681-4050
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Frank A. Gallo, CPA, MBA is the managing partner of Gallo & Company, CPA’s LLP located in Jericho, NY. He is a graduate of Pace University with a Master of Business Administration and was a manager at Kenneth Leventhal and Company before starting his own practice in 1986.

Frank has been in public accounting for more than thirty years and has expertise in audits, reviews, compilations, broker dealers, nonprofits, manufacturing, real estate, pension plans, construction and peer reviews.

He is a member of the New York State Society of CPA’s and National Conference of CPA Practitioners. He is also a member of the American Institute of Certified Public Accountants, Institute of Management Accountants and the National Society of Accountants. He serves on both the New York State Society of CPA’s and National Conference of CPA Practitioners peer review committees.

Joseph G. Milizio

Joseph G. Milizio

Joseph G. Milizio is a Partner in the Business & Real Estate Practice Group at Vishnick McGovern Milizio LLP. He has significant experience in all areas of transactional law, with an emphasis in general business transactions including acquisitions, sales, entity and owner representation, franchising, leasing and transactional real estate matters. Mr. Milizio represents a wide range of business entities, including retailers, manufacturers, healthcare providers and professionals. His diverse corporate and real estate finance experience includes the representation of both borrowers and lenders. Mr. Milizio regularly advises clients on corporate governance matters, dispute resolution and estate and succession planning for business owners. In addition to his business and real estate practice, he has been an executor and trustee of significant estates and trusts. Mr. Milizio has been quoted in numerous periodicals for his expert opinions in the areas of corporate and real estate law.

One of New York's leading advocates for the lesbian, gay, bisexual and transgender (LGBT) community, Mr. Milizio facilitates the Gay and Lesbian Representation Practice Group at Vishnick McGovern Milizio. The practice group offers legal counsel and representation on key issues in the LGBT community, including domestic partnership agreements, co-owner agreements, spousal rights and obligations, adoptions, life and estate planning, health care proxies/living wills and employment law/discrimination. Vishnick McGovern Milizio plays an active role in various business networking groups for LGBT entrepreneurs and professionals.

Mr. Milizio is a member of the Board of Trustees of the Long Island Chapter of the National Multiple Sclerosis Society. He is the team captain of Vishnick McGovern Milizio's MS Walk Team, which participates in the annual MS Walk as one of Long Island's largest MS Walk teams. He is also an MS Society Leadership Award recipient, which recognizes Long Island's business leaders. Mr. Milizio is a member of the New York State Bar Association and the Nassau County Bar Association, where he serves on the Lawyer Referral Committee, as well as the Corporation Law and Real Estate Committees.

Mr. Milizio received his Juris Doctorate in 1983 from Brooklyn Law School. He graduated magna cum laude from St. John's University in 1980.

Mr. Milizio is admitted to practice law in the State of New York.

Email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Robert S. Barnett

Courses: 1021, 2021, 2001, 3001, 3034, 3047

Robert Barnett’s experience includes business and tax planning, estate planning, Surrogates Court practice, tax dispute resolution in both Federal and State jurisdictions, and Tax Court representation. Robert frequently assists clients in structuring financial transactions and charitable gifts.

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David Bergstein

Courses: 1024

David Bergstein, CPA, CITP is Director of Strategic Relationships for CCH, a Wolters Kluwer business. David has been in the Tax and Accounting industry for many years and has been a practicing accountant for over 20 years. While at the IRS he held various positions: Agent, Trainer, Speaker and Chief Technical Section. He received his CPA and a master’s in Taxation from Long Island University’s CW Post College. He was an accounting professor at Suffolk County Community College in New York for over 15 years. He is an adjunct professor at Broward College. In addition, he has served on the AICPA Top Tech Technology Team and presently is a member of the FICPA Business Technology Section and the Financial Literacy Committee. He is also an AICPA CPA Ambassador. He is well-known as a speaker and trainer in the field of utilizing new technology to improve the efficiency of operations in tax, accounting, practice management and general operations of the accounting process.

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Christopher L. Bourell

Courses: 1022

Christopher is an associate attorney at the law firm of Karen J. Tenenbaum, P. C. He focuses his practice on the resolution of Federal and New York State tax controversies, including issues involving income tax, sales tax audits, residency audits, responsible person assessments, and tax collections.

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Mwisa Chisunka

Courses: 1035, 3037

Mwisa Chisunka is currently a Senior Tax Analyst in the Office of Tax Policy Analysis/ Legislative Affairs units of the New York State Department of Taxation and Finance. Ms. Chisunka has a diverse background in the public sector, having worked as a Policy Operations Coordinator/Senior Analyst for the New York State Senate, an Auditor for the New York State Comptroller’s Office and a Project Coordinator for the Progressive Adolescent Vocational Exploration Center. Ms. Chisunka has also worked in the private sector as a Junior Consultant for Project Navigator, Ltd.

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William "Bill" Comiskey

Courses: 1042, 2011

Bill Comiskey joined Hodgson Russ LLP in November 2010 after a long career in public service during which he held multiple top-level state government positions including serving as

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Patricia F. Coneys

Courses: 1037

Director, Collections and Civil Enforcement Division

Patricia holds a BS and MS from the State University of New York at Buffalo and a Certificate of Graduate Study in Public Sector Management from the State University of New York at Albany, Rockefeller College of Public Administration. She has worked for the New York State Department of Taxation and Finance for over 35 years.

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Yvonne R. Cort

Courses: 1022, 1037

Yvonne is counsel to the law firm of Karen J. Tenenbaum, P. C. She concentrates on resolving Federal and New York State tax controversies, including issues involving income tax, sales tax audits, residency audits, and responsible person assessments, offers in compromise and installment agreements. She is the current Co - Vice Chair of the Tax Law Committee of the Nassau County Bar Association and former Chair (2005-2007) of the IRS Liaison Committee. She is also a member of the New York State Liaison Committee, the Suffolk County Bar Association (Taxation Law Committee), the American Bar Association (Tax Section), the New York State Bar Association (Tax Section) and the Suffolk County Women’s Bar Association.

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Armando D’Accordo

Courses: 3016

Armando brings more than 25 years of experience to the support industry. In 2001, he was named Support Director of the year, and has received extensive training in business management, customer service, sales and quality assurance from the University of Michigan, Disney, Citibank, and the Help Desk Institute. As president of CMIT Solutions of South Nassau, Armando assists his small and medium size business clients with business and technology solutions that facilitate increased productivity and revenue, often while reducing cost and downtime. He is an industry leader as well as an accomplished public speaker, and in 2007, he was named CMIT Rookie of the Year. In 2009, Armando co-wrote and published his first book entitled: I Just Want My Computers to Work!