(212) 889-0781
(914) 366-0050




Yahoo! Inc.

On behalf of the Yahoo! Folks that attended your presentation, we wanted to thank you for your very informative options and employee stock purchasing tax class. As you can see by the huge turnout, there was and still is a tremendous need for a professional like yourself to field questions and go through the very complicated world of options and taxes. I am still receiving praise from co-workers for organizing the class and would love to have you back soon.

Ami Goodhart — (YHOO)

24/7 Media, Inc.

I want to thank you for coming to our offices on January 20th and again on January 27th to conduct option seminars for our employees. The seminars were very informative and our employees were very appreciative. In fact, I would like to schedule another session for those who were unable to attend the January meetings.

Audrey M. Blauner — (TFSM)

Pfizer, Inc.

Thank you for the wonderful stock option presentations you conducted. We have been looking for someone to explain and answer questions on this all important area, and you delivered.

Allison Platt — (PFE)

Sanders, Smith, Miller & Jordan, LLC

On behalf of our firm , our financial advisors and representatives, we wanted to thank you for your very informative options and equity compensation tax class. I am certain that as particular situations arise with clients we will be relying on your expertise to guide us and our clients in making informed decisions concerning their options and tax choices.

Gary B. Miller

Carr & Associates, Inc.

I just wanted to thank you for all of your help and patience in advising us on the best way to handle our employee stock options. As I expressed to you a number of times, I don’t see how anyone could figure this out on their own! What looks like such an easy windfall is such a morass of cash flow and tax implications. I am bewildered at the complexity-especially the AMT. Due to you, we have a plan to minimize the tax hit.

Jeffrey A. Carr

Marymount Manhattan College

All of us in Continuing Education at Marymount Manhattan thank you for the excellent classes taught on retirement planning and tax preparation. As you know, our students are amongst the most sophisticated in New York City. As a result our faculty have to communicate effectively and with enthusiasm in addition to being experts in their field. It is a pleasure to have you on our faculty and I look forward to having you continue to teach these courses.

Mary Kay Jeynes

Intervillage Continuing Education

I want to take this opportunity to thank you for your continued participation as an instructor of financial courses in the Inter-Village Continuing Education Program which serves Ardsley, Dobbs Ferry, Hastings and Irvington. The depth and breadth of knowledge in your field and quality of your instruction are valuable assets to our program. Our participants are the beneficiaries of your expertise and their satisfaction is our main objective. I hope you will be on our instructor roster for many years to come.

Helen Anbinder