Simon Brady is the Founder and Principal of Anglia Advisors, a New York City-based Registered Investment Advisor that offers fee-only financial planning or personal finance consulting services and professional investment management. Simon is a Certified Financial...
Heidi Henderson is the Executive Vice President and Board member at Engineered Tax Services. She helps plan for growth and operational improvements internally while working externally with investment-minded individuals to optimize their investment. Heidi also teaches...
Robert Curtiss helps U.S. companies be more competitive by assisting them in getting the R&D tax credit they’re entitled to. He is an Account Executive at Business Group Resources. Their company helps businesses identify and claim the incentives, rebates,...
Bernard Reisz is a CPA and a Principal at ReSure Financial Advisors LLC, where he provides financial consulting and tax advisory services. Bernard offers holistic finance and tax expertise, focusing on real estate, entity structuring, and self-directed retirement...
Yonah Weiss is a cost segregation expert, real estate investor, and people connector. He is a Business Director for Madison SPECS, where he helps clients save tens of millions of dollars on taxes through cost segregation.He helps property owners save millions of tax...
Allan Rolnick Founder and an Accountant at TriState Tax Resolution
Allan Rolnick is the Founder and an Accountant at TriState Tax Resolution The Tax Rescue Squad LLC, a New York-based tax consulting firm helping individuals and small business owners resolve IRS and state tax issues. Since starting his practice in 1992, Allan has guided clients through complex tax challenges — including audits, levies, back taxes, wage garnishments, and tax liens — helping them regain financial stability and peace of mind. He is affiliated with leading professional organizations, including the New York State Society of CPAs, the American Society of Tax Problem Solvers, Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals.