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    Advisory Board of Financial Guidance Center

    Disclaimer: The following persons, with the exception of Robert A. Behren, are no longer involved in any way with this Website. They were involved in the preparation of the ORIGINAL content and are mentioned only to illustrate the extremely high professional credentials behind that content.

    Donald Alexander,
    B.A, Attorney, LL.B, LL.D
    Former IRS Commissioner

    B.A. (Yale), LL.B. (Harvard, Magna Cum Laude), LL.D. (Capital University, St. Thomas Institutehonorary), is former Commissioner of the Internal Revenue Service and a partner in the law firm of Akin, Gump, Strauss, Hauer & Feld, L.L.P. (offices in Texas, New York, Brussels, Moscow) and.former Commissioner of the Internal Revenue Service.

    Robert A. Behren
    CPA, B.B.A, M.B.A, Attorney, J.D., LL.M

    B.B.A, in accounting (C.U.N.Y. with honors: receipt of highest score in the country on National Accounting Achievement exam), M.B.A (C.U.N.Y.), J.D. (first in class, N.Y.U), LL.M (N.Y.U.), recipient of numerous scholarships, fellowships and awards.

    He is listed in Martindale-Hubbell, the official directory of attorneys, as having earned the highest ratings it confers.
    He was included in CPA Magazines 100 Most Influential CPAs in the U.S.

    He has founded and published leading accounting, tax and financial magazines and newsletters for over 20 years (and has received a Presidential commendation for publishing from Ronald Reagan).

    He has authored or edited over 1,500 published articles on law, taxes and financial management, some of which have been cited, as authority for their decisions, by the highest courts in the country (including the U.S. Supreme Court, the U.S. Court of Appeals, and the U.S. Tax Court). He was a law professor at C.U.N.Y. for over 15 years.

    He is a former U.S. Air Force fighter pilot (Major, Ret.).

    Sidney Kess
    CPA, J.D., LL.M.

    Nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning. Having lectured to more than 800,000 practitioners on tax, financial and estate planning, he is one of the nations best known lecturers in continuing professional education.

    He is the recipient of the AICPA Distinguished Lecturer Award. He is often quoted in The Wall Street Journal, The New York Times and other national publications. He was included in Accounting Todays100 Most Influential CPAs in the U.S. for several years and in CPA Magazines 2005 and 2006 100 Most Influential CPAs in the U.S.

    He was the national director of taxes at KMG Main Hurdman and a tax partner at KPMG Peat Marwick. He is the recipient of the AICPAs Special Recognition Award for his many years of contributions to the AICPAs continuing professional education program and the National Association of Estate Planners Distinguished Accredited Estate Planner Award for his distinguished service to the field of estate planning.

    He received his JD from Harvard University School of Law and LLM from NYU Graduate School of Law.

    Diahann W. Lassus
    CPA, CFP, B.S., M.B.A.

    Co-owner of Lassus Wherley & Associates, PC. She has taught at several colleges. Her service with the Institute of Certified Financial Planners includes service on the Board of Governors of the Board of Standards, past National Board Member, and past Chair of the Certification Committee.
    She was appointed by President Clinton to the Retirement Savings Summit in Washington, D.C. and was a delegate to the White House Conference on Small Business. She was President of the National Association of Women Business Owners.
    She was selected as one of "Americas Top 200 Financial Advisors" by Worth magazine.

    Harry M. Markowitz,
    Ph.D., Winner of Nobel Prize in Economics

    for the development of "portfolio theory." Portfolio theory determines portfolios combinations of assets -- which minimize risk on the portfolio as a whole for various levels of expected (or likely) return on the portfolio His analysis of the tradeoff between portfolio risk and return has become standard. Much of modern financial theory, such as Nobel Prize winner William Sharpes Capital Asset Pricing Model, is based on Markowitz portfolio theory.


    Sheldon Cohen
    CPA, B.A., Attorney, J.D.
    Former IRS Commissioner

    B.A. in accounting (with special honors), J.D. (with highest honors, first in class), George Washington University, former Commissioner of the Internal Revenue Service and counsel to the law firm of Morgan, Lewis & Bockius in the Washington, D.C., office.

    He is listed in Euromoney's guide as one of the world's leading tax lawyers, has assisted the U.N. on special missions to create tax systems for developing countries, and is the author of. numerous tax articles.
    He is a past recipient of the Arthur S. Fleming Award (as one of the outstanding young men in government), the Alexander Hamilton Award (the highest honor given by the U.S. Treasury Department), and the Alumni Achievement Award for George Washington University.

    Robert L. Israeloff,
    CPA, B.S. M.B.A., AEP
    Former Chairman of AICPA

    B.S. (Wharton), M.B.A. (Taxation, Baruch College), past Chairman of the Board of the American Institute of CPAs, past President of the New York State Society of CPAs, and an active member of a number of professional organizations.

    He is the founder and Officer of Israeloff, Trattner & Co., CPAs, P.C., and has served as a noted speaker and author of numerous articles on professional issues. He was awarded the AICPA Gold Medal for Distinguished Service, the CPA profession's highest honor, and selected by Accounting Today as one of the 100 most influential CPAs in the United States. He is an approved NYS Supreme Court Mediator and Advisory Board Member of the C.W. Post and Hofstra University Accounting Schools.

    Shirley D. Peterson
    AB, Attorney, J.D.
    Former IRS Commissioner

    A.B. (Bryn Mawr, cum laude), J.D. (NYU, Honor Scholar), is a former Commissioner of the Internal Revenue Service and Assistant Attorney General in charge of the Tax Division of the U.S. Department of Justice. Recently retired as President of Hood College, she had practiced law for over 20 years at Steptoe & Johnson in Washington D.C.

    She was active in the Tax Section of the American Bar Association, serving on its Council and as Chair of the Estate and Gift Tax Committee. She was a Regent of the American College of Tax Counsel and the American College of Trust and Estate Council as well as a member of the Board of Trustees of the American Tax & Policy Institute.

    She was appointed by then Senator Dole to serve on the National Commission on Economic Growth and Tax Reform.

    Jerome J. Shestack
    A.B., Attorney, LL.B
    Former President of the ABA

    A.B. (University of Pennsylvania), LL.B. (Harvard). He is past President of the American Bar Association and past chairman of ALI-ABA. He served on the Board of Editors of the ABA Journal and the ABA Board of Governors, and is a member of the ABA House of Delegates. He chairs the Litigation Department of Wolf, Block, Schorr and Solis-Cohen in Philadelphia and is regularly listed in Best Lawyers in America and in the National Law Journal's 100 Most Influential Lawyers.

    He is a fellow of the American College of Trial Lawyers. He is former U.S. Ambassador to the United Nations Commission on Human Rights and is on the Executive Committee on the International Commission of Jurists and the American Society of International Law.

    He has been a professor or lecturer at numerous law schools, including Pennsylvania, Harvard, Yale, Columbia, N.Y.U., Oxford, Northwestern, and L.S.U. He has published more than 40 law journal articles and more than 150 op-ed articles in major newspapers and is the recipient of numerous awards and honors.






















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