Practical Tax &
Financial Services, Inc
A consultant with hands on experience. Regularly provides practical advice in Business, Book Marketing
Over 35 years of experience in:
Over 30 years experience in:
Tax preparation and planning for Individuals/ Partnerships/ Corporations/ Trusts and Estates
Over 25 years of experience in:
Business Start-Up and Evaluation/ Business and Marketing Plans/ General Business Consulting for both Non-Profit and for Profit Organizations
CURRENT AND FORMER MEMBERSHIPS, AFFILIATIONS AND ASSOCIATIONS
- College for Financial Planning
- Delaware Valley Society of the Institute of Certified Financial Planners
- Institute for Certified Financial Planners
- Financial Planning Association
- International Board of Standards and Practices for Certified Financial Planners
- National Association of Tax Practitioners - National Society of Tax Professionals
- Registered Investment Advisor
- IRS Registered Tax Return Preparer
- Licensed Real Estate Professional
- Rotary International
A Biographical Record appeared in the Silver Anniversary 28th Edition of Marquis Who’s
Who in Finance and Industry as well as the Thirty-first 2000/2001 Millennium Edition, inclusion in which is limited to those individuals who have demonstrated outstanding achievement in their own fields of endeavor and who have, thereby contributed significantly to the betterment of contemporary society.
A speaker on marketing for the American Institute of Certified Public Accountants Firm Administrator’s Conference.
Numerous radio and TV appearances on baseball cards, and finance. Author of
several local and national articles on taxation, business, marketing, and baseball cards.
Author and publisher of the book, “Secret of the Pros, How to Become a Baseball Card
Dealer”. Editor-in-Chief of, “Secret of the Pros, the Newsletter for Collectors, Investors and
Dealers of Trading Cards.”
Expert witness (plaintiff) for the largest class action lawsuit against major trading card
companies that was filed to date in 1997. Was retained for other expert witness engagements
by law firms representing insurance companies.
Design special Amazon promotions that have resulted in creating “Amazon Best Seller”
status books. Achieved rankings in the Amazon Top 100 out of their over 34 million books on
their website. Have had several titles in all of the major Top 100 category rankings: Overall
Sales, Movers and Shakers, Hot New Releases and the #1, #1, # 2 positions in specific genres
as well as a top 15 Kindle rating.