Individual, estate and trust, and S-corporation planning and taxation. Specializes in tax-exempt organizations.
Certified Public Accountant - Pennsylvania
American Institute of Certified Public Accountants (AICPA)
Pennsylvania Institute of Certified Public Accountants (PICPA)
Delaware County Attorney/CPA Forum
National Society of Tax Professionals
LaSalle University, Bachelor of Science in Accounting (1979)
Ed received his B.S. Cum Laude in Accounting from LaSalle University and is a Certified Public Accountant in Pennsylvania. He is the practice area leader for the Firm's tax department, and has been extremely successful in staffing the department with highly motivated tax professionals and assisting his staff on developing specialty areas on which to focus. Developing a broad range of experience over his twenty-five plus year career as a tax professional, Ed specializes in the fields of tax-exempt organizations, individual and estate and trust taxation. He has also gained significant experience in the areas of state and local taxation, sales and use taxes and corporate taxation. Ed is a member of the Pennsylvania Institute of Certified Public Accountants, the American Institute of Certified Public Accountants and the National Society of Tax Professionals, and is a member and past President of the Delaware County Attorney/CPA Forum.
Ed not only has a reputation for providing excellent client service on current critical tax issues, but has been successful in helping clients resolve historical tax problems utilizing his knowledge of the tax law and regulations. He was able to get one client 3 years of tax refunds totaling over $250,000, by amending returns that, under general tax rules, could not be amended. In another instance, he was able to eliminate an eight-year old tax lien in excess of $100,000, by working with the Internal Revenue Service (IRS) and correcting errors made by the IRS. Recently Ed was able to assist a client in securing $2 million in tax credits, and subsequently helping the client sell the credits, realizing a cash profit of $1.5 million.
A sought after public speaker, Ed’s no-nonsense, straightforward approach to making complex information understandable makes him a natural in front of a crowd. His public speaking engagements include presentations for the Delaware County Chamber of Commerce, the Pennsylvania Institute of Certified Public Accountant's Annual Tax Forum, the Delaware County Attorney/CPA Forum, and the Internal Revenue Service's "Working Together" seminar series. In addition, he has provided many In-House seminars to the Elko staff, community groups and representatives of targeted business segments.
Born and raised in South Philadelphia, Ed still has roots in the area, marching in the Philadelphia Mummers Parade for over 30 years as a member of the Jokers New Years Association. He currently resides in Media, Pennsylvania with his wife Laurie and their two daughters. In his free time he enjoys traveling and spending time with family and friends at the Jersey shore, as well as watching football and hockey.