The CPA Advisory Board, est. 2016
The CPA Advisory Board is a forum to discuss high level topics that affect our respective industries and mutual clients. Comprised of the select group of CPAs and members of the Balance Point management team, the Board will assemble bi-yearly for collaborative, roundtable discussions.
No trade secrets will be shared; the overall objective will be to identify ways we can work together to better support our clients. An agenda will be established before-hand, and a summary will be shared and published afterwards.
The mission of the Advisory Board is to identify current topics and trends that affect our industries, and the industries of the clients we serve. Through this collaboration, we (the CPA community and Balance Point) strive to remain educated and relevant so that we may better support our mutual clients.
Thomas Angelo of The Spire Group
Thomas Angelo is Managing Principal at the Spire Group, PC and Managing Member of Spire IT, LLC since 2010.
Tom’s area of practice include audit, tax, and technology consulting. He is a member of the American Institute of CPAs (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA).
He is a graduate of St. John’s University with a B.S. in Accounting.
George Charne of The Hunter Group
George Charne is principal in charge of employee benefits audit services for Hunter Group CPA LLC.
George has over 25 years of experience in auditing employee benefit plan funds and in not-for-profit organizations. He serves as secretary of the New Jersey Society of Certified Public Accountants (NJCPA) and is Treasurer of the Bergen County Workforce Development Board.
George received a B.S. in Accounting from CUNY-Brooklyn College.
William Foote of Bruno DiBello & Co.
William Foote has been with Bruno, DiBello & Co., LLC since 1990.
Bill is the lead partner for the Firm’s auditing clients, and specializes in serving privately held companies and benefit plans, including all facets of accounting and tax services to his clients in a wide range of industries.
He earned a B.S. in Accounting from Farleigh Dickinson University.
James A. Lawrence of Traphagen Financial
James A. Lawrence, partner at the Traphagen Financial Group.
James specializes in individual and business tax returns, Internal Revenue Service representation including audit and appeals and negotiates installment agreements, offers in compromise, and other collection procedures.
A graduate of Rutgers University, Jim was Chair of the NJSCPA Federal Tax Committee and a past President of the Bergen Chapter of CPAs. He is a member of the New Jersey Society of Certified Public Accountants (NJSCPA) and served on the Board of Trustees.
Linda Wescott of Savastano, Kaufman & Company
Linda Wescott has been a member of Savastano, Kaufman & Company since 1994, and became a principal in 2000.
Her background includes clients in manufacturing, construction contracting, retail, nursing homes, international distributors, unions, environmental services, real estate, and employee benefit plans.
Linda is a graduate of The College of New Jersey and a member of the American Institute of Certified Public Accountants and the New Jersey Society of Public Accountants. She is also a founding member of the Women’s Leadership Forum.