Officers and Directors

Officers

Neil Fishman

Neil Fishman

President

Neil H. Fishman, CPA, CFE, FCPA, CAMS 

has been in practice since 1989. He is a graduate of the SUNY College at Oneonta, and is licensed as a CPA in New York and Florida. He is a member of the New York State Society of CPAs, the Florida Institute of CPAs, the Association of Certified Fraud Examiners, the Association of Certified Anti-Money Laundering Specialists, the Forensic CPA Society, and NCCPAP, where he has served on the National Board in various capacities, including as Chairman of the National Tax Policy Committee (2008-2011).  He is also the founding President of the South Florida Chapter (2008-2012).  In addition, he served a 3 year term on the Internal Revenue Service Advisory Council (IRSAC) from 2015-2017.

Neil has authored several articles that have appeared in The CPA Journal, published by the New York State Society of CPAs, California CPA, published by the California Society of CPAs, and Florida CPA Today, published by the Florida Institute of CPAs. In March 2005, Neil was a panelist on taxtalktoday.tv, a webcast run by the IRS, where the topic was “How the Bank Secrecy Act Affects You and Your Clients.”  He has been recognized by ACCOUNTING TODAY as one of the 100 Most Influential People in the Profession in 2019 & 2024.  Neil has assisted in the drafting of tax legislation introduced in the United States House of Representatives; discussed tax issues with key support personnel of the United States Senate Committee on Health Education, Labor & Pensions; and provided assistance on the drafting of testimony presented to the United States Senate Committee on Finance and House of Representatives Judiciary and Small Business Committees.



Gary Brown

Gary R. Brown

Executive Vice President

GARY R BROWN CMA, CPA, CITP, CGMA, PFS is Managing Director of a boutique Georgetown CPA practice that has been recognized by the AICPA as one of the best small firm users of human capital. His firm is a member of the PCPS Section of the AICPA. He was previously CFO and VP Finance for Astec International LTD (now part of Emerson Electric) in Manila, Philippines, International CFO based in Mexico City and Seoul, Korea for Ralston Purina, and held senior financial positions with Ford Motor Company, Honeywell, and Texas Instruments. He holds a BS in Accounting from Montana State University and MBA from Texas Tech University plus has advanced training from Stanford University, University of Michigan, and University of Chicago.

His business experience includes corporate finance, strategic planning, operations, production planning, information systems, SEC reporting, and accounting plus has served as interim CFO and COO and/or provided financial and operational consulting services for various startup and emerging organizations. As a CPA, he provides business development, tax, accounting, and estate planning services for various businesses and individuals. He is multilingual in Spanish and holds various insurance and securities licenses.

He has held numerous positions with various professional organizations including global board member of the Institute of Management Accountants as well as former Global President of the Stuart Cameron McLeod Society, a leading group of individuals serving at the global level for the IMA and former member of the IMA Board of Regents overseeing certifications sponsored by IMA.. In addition, he has served on various AICPA committees and is a former chair of an AICPA MAP group. He is a recognized speaker for various national organizations and has been recognized in the Wall Street Journal as Financial Executive of the Year by the IMA and Robert Half International, was an outstanding member of the Texas Council of IMA, recognized by NATP as Chapter Person of Year for Relationships with Other Taxing Bodies.  Two-time Georgetown Chamber Ambassador of the Year, he is an alumni of Leadership Georgetown and Round Rock. He is and has served in various officer positions for the following boards – Williamson County Children’s Advocacy Center, Georgetown Palace Theatre, Georgetown Rotary Club, Texas Chapter of National Association of Tax Professionals and a number of other boards. Was also previously a member of the Texas State Board of Public Accountancy Constructive Enforcement Committee. His wife, Peggy works with him in his business and his daughter is a Program Manager with Rockwell International in Cedar Rapids, Iowa. In his spare time, he shows his two Model A Fords and enjoys his three rescue Siamese Cats.





Sandra Johnson

Sandra G. Johnson

Vice President

Sandra G. Johnson, CPA, EA, CFE is widely recognized as a national leader in the public accounting field and has twice been named as one of the Top 100 Most Influential People in Accounting by the highly regarded trade publication Accounting Today.  With more than 35 years of accounting and tax experience, Sandy has long dedicated herself to providing premier client service and to sharing her knowledge with young accountants and colleagues.

Sandy is CEO of Johnson CPA located in Bellmore, NY.  In addition to running a successful CPA firm, Sandy sits on the IRS Taxpayer Advocacy Panel where she participates in the Notices & Correspondence Committee.  Sandy has lectured around the country on various business, tax and accounting topics at NY Small Business Development Center, SUNY Old Westbury, Hofstra University, National Conference of CPA Practitioners, Texas Association of CPAs and many, many more. 


An active volunteer in the community, Sandy has served as president of the National Conference of CPA Practitioners, the Bellmore Chamber of Commerce and the Long Island Center for Business and Professional Women.  

Sandy is a Certified Public Accountant, licensed in the state of New York, an Enrolled Agent with the Internal Revenue Service and a Certified Fraud Examiner.  

Often recognized by her peers for her involvement in business, Sandy is the recipient of the Town of Hempstead Pathfinder Award, the NYS Assembly Women of Distinction Award, winner of the LI Press Best of Long Island and the recipient of the Nassau Council of Chambers of Commerce Small Businessperson of the Year award. 

Sandy has been published in Accounting Today, The Practicing CPA and the Journal of the National Conference of CPA Practitioners.  



Lynne Marcus

Lynne Marcus

Vice President

LYNNE MARCUS, CPA, CFP, holds a BA in Accounting from Queens College and an MBA in Finance from St. John’s University.  She completed the Certified Financial Planner program of the College for Financial Planning at Queens College.  Ms. Marcus holds a General Securities License and Insurance License.  She is a Financial Advisor with Ameriprise Financial Services.

Ms. Marcus began her accounting career with Price Waterhouse and Co. in their Small Business Department.  She has worked in both large and small companies.  Her experience includes banking, real estate, service and retail organizations.

In her current practice, both in Great Neck, New York and Boynton Beach, Florida, Ms. Marcus offers services including computerized accounting and bookkeeping, tax return preparation and tax planning, budgeting, estates, trusts, investment, insurance and retirement planning.  Ms. Marcus held the title of Adjunct Professor at several NY and Florida universities, where she taught Accounting and Auditing courses.  Lynne was the Program Coordinator and taught the Certified Financial Planner Program and Foundation in Financial Planning in conjunction with the College for Financial Planning in Denver, Colorado.  She was the 1992-1994 Chairperson for the NYS Society of CPA’s-Nassau (NY) Chapter-Personal Financial Planning Committee.  Currently, Lynne is the President of the Florida Chapter of the National Conference of CPA Practitioners and on their National Board of Directors.



Barry D. Zalk

Barry D. Zalk

Treasurer 

Barry D. Zalk, CPA 

is a graduate of Northeastern University in Boston where he received his BS in BA in Accounting in 1973.  He has practiced public accounting for over 49 years. 

Barry started his accounting career while in college where he interned with various Boston accounting firms and Boston Gas Company.  He also interned with J.K. Lasser and Company in New York City where he also worked after graduating.   In 1976 he joined an accounting practice with his father until his father's retirement in 2012.  He is currently a sole practitioner in Huntington, NY.  

Barry is a Past-President of the Nassau/Suffolk Chapter of NCCPAP.  He is also the current chairperson of National’s Ethics Committee and a Vice President on the National Board of Directors.  He is a member of the NYSSCPA and the FICPA.  He is certified in New York and Florida.

Barry resides in Greenlawn, New York with his wife Lyn and has three daughters, three granddaughters and grandson.

Kenneth Hauptman

Kenneth Hauptman

Secretary

Kenneth Hauptman, CPA

CPA obtained his Bachelor of Science in Economics, with a specialization in Accounting, in 1972 from Brooklyn College, and a Master of Science in Taxation from Long Island University–C.W. Post Center in 1979.

Ken has been practicing public accounting for over 55 years, initially with Lutz and Carr, CPAs and later as a partner with the firms of Weinick, Sanders & Co., CPAs and Hauptman, Elsner & Co., CPAs, prior to establishing his own CPA practice. After 25 years in his own practice, he merged with the firm Wild, Maney & Resnick, LLP on January 1, 2013.

Ken is well versed as a general practitioner; he has been involved in performing a variety of services for a diverse base of clientele: Audit, Review or Compilation of Financial State¬ments; Tax consultation, representation or preparation. 

He is a member in good standing of the American Institute of CPAs and the New York State Society of CPAs (NYSSCPA), and NCCPAP.

Ken is currently serving as Secretary and member of Board of Directors of NCCPAP National; the NCCPAP Education Foundation.

During the years 2009–2024, Ken has served as Vice President, Treasurer, Secretary, and a member of the Board of Directors of NCCPAP National; from 2003 to 2008, Ken served as Secretary, a member of the Board of Directors and Co-chaired the MAP Committee of the Nassau/Suffolk Chapter.

Ken resides in Old Bethpage, NY, with his wife Robyn. 

Franks Sands

Frank Sands

Immediate Past President

Frank Sands, CPA 

has 41 years’ experience as a CPA.  He is the managing principal of Sands Gililland & Company PC in Plano, Texas, a licensed CPA firm. He moved to Texas in 1978 from Minnesota to take advantage of the positive business climate. He has presented seminars on taxation and has taught accounting at Richland College and done litigation support.

Frank is a member of the Dallas Chapter of the Texas Society of CPAs, the Texas Society of CPAs, the National Conference of CPA Practitioners (NCCPAP), serves on the Executive Committee and as the membership chair of the Texas Association of CPAs.  Frank is also a member of the AICPA and the AICPA Tax Section.  He is a member of the North Texas Crime Commission. He served as the Committee Chairman of BSA Troop 714 and is active in his community. He enjoys family travel, sailing, fishing, photography, black powder guns, and tinkering in his shop.





Directors

Amy Preston

Amy Preston, CPA is a is a Florida-licensed Certified Public Accountant with over 20 years of experience and is the President and founding member of Barnes Preston Global CPAs, P.A. She obtained her Bachelor of Business Administration, Major in Accounting and Master of Taxation both from the Florida Atlantic University. Ken is also a member of American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA), and American Women’s Society of Certified Public Accountants (AWSCPA).

She specializes in advising international taxpayers, particularly inbound U.S. investors, and collaborates with attorneys on corporate structuring and estate planning. Her expertise includes international and domestic tax compliance, pre-immigration planning, FIRPTA, transfer pricing, and IRS audit defense.

An experienced speaker and editor, Amy has presented at global conferences from South Africa to Toronto. She and her team are dedicated to providing personalized service and timely, comprehensive results.

"There are no secrets to success. It is the result of preparation, hard work, and learning from failure." - Colin Powell .

David Rothfeld

David J. Rothfeld

David J. Rothfeld, CPA has been a CPA since 1977.  Before he went out on his own, he worked for several accounting firms including David Tarlow & Co, Kofler, Levenstein Romatto and Co in Rockville Center and Feldman & Feldman in Bellerose, N.Y.  David graduated from Adelphi University, earning both a BBA and a MS in Accounting. He has spent more than fifty years serving small- to middle-market companies and individuals through his accounting, tax preparation and planning, and financial planning practice in Hicksville, New York.
 
David currently is member of the board of directors of the Educational Foundation of the Nassau/Suffolk Chapter of NCCPAP, as well as member of the chapter’s Education committees.  He is a member of the National Board of Directors, is chair of the By-Laws committee, and is a member of the Membership, Scholarship and Education Committees. He is a member of the Financial Planning Association and is treasurer of the Civil War Forum of Metropolitan New York.
 
David resides in West Islip, New York, with his wife Ellen, older daughter, and two grandsons.

Frimette Kass

Frimette Kass, Ph.D, CPA is a CPA licensed in the state of New York. She obtained her bachelor’s in accounting from Queens College-CUNY and her MA, and PhD in Business Education from New York University. Her graduate work includes training in adult education theory and curriculum development.
 
She has practiced public accountancy for over forty years in the small practice unit arena. Her clients and work have included jewelers, medical practices, manufacturers, demolition contractors and martial artists. Currently she is a full-time professor of accountancy at Brooklyn College -CUNY where she mostly teaches financial accounting and audit.
 
Her research interests have included management of colleges and universities, accounting education and forensic accounting. She co-authored Forensic Accounting for Dummies with Vijay Sampath, CPA, DPS.
 
She also serves the profession and her community. She is active in the National Conference of CPA Practitioners (ncCPAp) where she currently president of the NYC Chapter, a member of the Board of Directors and editor-in-chief of their journal, The Journal of the CPA Practitioner. She was also a volunteer Emergency Medical Technician for 25 years with various ambulance squads..

Mark Stewart

Mark Stewart

Mark A Stewart Jr., CPA is currently the Co-Managing Partner of Feldstein & Stewart LLP, a full-service public accounting firm located in Rockland County, NY that serves medium and small business clients.  The firm provides a broad range of services including tax preparation, financial planning and audit/review/compilation attestation services.

Mark was a Past President for the National Conference of CPA Practitioners (NCCPAP).  Mark has also served on the NCCPAP board in the positions of Executive Vice President and Secretary.  Mark currently serves as the chair of the NCCPAP Issues Committee and Technology Committee. 

Mark was a Past President for the Westchester/Rockland County New York chapter of the NCCPAP.

In addition to NCCPAP membership, Mark is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. 

Mark served on an Advisory Committee to Intuit in their Pro-Connect Tax Council for many years.  The Council advises Intuit on tax software development and technological innovation as well as participation in conjunction with their legislative affairs team to promote meaningful change in tax and regulatory law.

Mark graduated summa cum laude from the State University of New York at New Paltz with two degrees, a Bachelor of Science in Accounting and an Honors Program degree.

MaryValerie Reeves

MaryValerie CMA, CPA, CGMA, is the CEO of Reeves CPA PLLC, a licensed CPA firm in Bedford, Texas.   She received her BS in Accountancy from the University of Illinois and started her career in public accounting in Houston, Texas.  She started her career in industry when she moved to north Texas in 1987 and worked for the Dallas Fort Worth International Airport in internal audit, capital budgeting, and finance.  She also worked in the internal audit department for Texas AAA and Oncor Electric Delivery Company.

MaryValerie has held numerous positions with various professional organizations including global board member of the Institute of Management Accountants (IMA) as well as former Global President of the Stuart Cameron McLeod Society, a leading group of individuals serving at the global level for the IMA.  She is also a member of the American Institute of CPAs, Texas Society of CPAs, Fort Woth Chapter of the Texas Society of CPAs, and the National Conference of CPA Practitioners (NCCPAP), and serves on the Executive Committee the Texas Association of CPAs.

MaryValerie lives in Texas with her husband, Ben, and in her spare time enjoys gardening, cross-stitching, baking, and candy making.

Tiana Zalk

Tiana Zalk graduated from SUNY Old Westbury with her degree in Bachelor of Science in Accounting. She continued her Master’s degree studies at SUNY Old Westbury and graduated with her Master of Science in Taxation in 2024. Tiana is currently working on taking her CPA examinations so she can become licensed in New York. She is a partner with her father at Zalk and Zalk and is excited to begin her career.

Steven Miller

Steven Miller, CPA is a Certified Public Accountant [CPA] with an extensive array of tax consulting, teaching, and writing experience. He earned a Bachelor of Arts degree from Bethany College.  His graduate education includes two Masters Degrees (MMed. and MSA) from the University of North Texas.  His life experience includes working as a professional trumpet player.  His large jazz ensemble appeared at the prestigious Wichita Jazz Festival two years in a row appearing along with Sarah Vaughn, Count Basie, Buddy Rich, Bobby Shew, Louie Bellson, Dianne Reeves and many others.  

He then began a journey into the world of accounting and tax. For eight years, he worked for two international accounting firms beginning as a staff member and advancing to senior tax manager.  With these firms, he acquired extensive domestic and international taxation experience.  He was a member of expatriate tax practice teams, the Japanese International Network [JIN], and was involved in the development and testing of computer tax software for the firms.  He has worked in Dallas, Chicago, Rio de Janeiro, Sao Paulo, Brussels, Washington DC, and Florida.  He also taught accounting classes at the university level for 11 years.  He opened his own firm in 1992.


Mr. Miller creates and instructs numerous CPE courses for various professional organizations including TACPA.  He authored international tax training courses and worked as an instructor for the Professional Development Institute [PDI].  In November 2014, he presented at the national Sourcemedia Growth & Profitability Summit in Boca Raton. Additionally, he has created nationally broadcast webinars.  He has been published by various tax and business magazines.