ClientWhys is geared to the hard new realities of ever changing tax law, increased client demands and new competition from larger corporate financial service firms.
Client.It's about you and your client relationships. It's often said that your clients can't pick a good tax return from a bad one. In other words, your business is all about relationships, and the more you communicate and provide solid advice, the stronger the ties with your clients and prospects.
Whys. An informed client is a life long client. Implementing the best planning strategies, quickly answering your client "whys" when asked about complex tax situations, all are keys to demonstrating commitment, talent and results.
Providing you the expertise and knowledge are elements of what we do. Your success is not just based on your professional designations. It is based on how you manage your practice, the services you offer and the way you communicate and address issues facing your clients year round.
ClientWhys Product Lines -
- Tax & Financial Client Communications - includes client newsletters, information brochures, tax planning guides, websites and more.
- Continuing Professional Education - The best value in CPE. Includes online, live and self study course options.
- Total Practice - Our discounted membership service that includes CPE, marketing and practice management guides.
- Persyst - An automated client newsletter email service that cost just pennies per client per month.
If you're committed to building a great practice with rock solid client relationships, contact us today at www.clientwhys.com or 1.800.442.2477.
Lee Reams II
Lee Reams Sr.
Chief Technology Officer
SEMINAR SPEAKERS & COURSE AUTHORS
Matt Brodie, CPA, MTA is President of the tax firm of M. Brodie & Associates. Previously he spent eight years with a regional accounting firm. His practice includes all phases of tax work, including research and planning, compliance and representation before tax authorities. Mr. Brodie is also Associate Professor in the Graduate Tax Program at Fordham University. The author of a number of tax articles, he speaks to many groups on tax matters.
Mr. Fustolo is a partner with the Boston CPA firm of James J. Fox & Company and Director of the National Tax Institute, Inc. He is a frequent lecturer and author of numerous tax and accounting issues affecting closely held businesses. An AICPA author, Mr. Fustolo's articles are regularly featured in The Practical Accountant and other publications. He is the author of Practice Issues: Compilation and Review, Accounting and Auditing Reference Guide, Everything You Never Wanted to Know About GAAP, Enron: Fraud, Deception and the Aftermath, FASB Review for Industry, and FASB, SSARS and SAS Update and Review and numerous other books and manuals. He is the recipient of several Outstanding Discussion Leader awards from many professional organizations including the New York and Florida Societies of CPAs. Mr. Fustolo's course entitled FASB, SSARS and SAS Update and Review continues to receive accolades and is regarded as one of the top live CPE programs in the country today with ratings that average 4.91 on a scale of 5.0. Mr. Fustolo is the recipient of the Elijah Watts Sells Award (AICPA) and Silver Medal (Massachusetts) for scores received on the CPA Examination.
Claudia Hill is a nationally recognized tax professional and frequent lecturer on taxation of individuals, tax planning and representation before the IRS. She is Editor in Chief of the CCH, Inc." Journal of Tax Practice & Procedure" and is a Contributing Author of Practitioner's Publishing Company's "Guide to Dealing with the IRS." She is often called upon by the news media as a resource person for tax topics for periodicals such as WORTH, Money, Wall St. Journal, the San Jose Mercury News and many others.
Claudia is an Enrolled Agent and Accredited Tax Advisor. She is a "Fellow," a faculty member, and former Dean of the National Tax Practice Institute. Ms. Hill currently serves as an advisor to the Government Relations Committee for the National Association of Enrolled Agents. She served on the 1987 Commissioner's Advisory Group to the National Office of the Internal Revenue Service. Ms. Hill holds a Masters degree in Business Administration and the owner and principal of Tax Mam, Inc., an association of Enrolled Agents in Cupertino, CA, which offers tax return preparation, tax planning, small business advisory services and tax problem resolution and representation services.
Lee T. Reams, Sr.
Lee T. Reams is the Chief Technology Officer of ClientWhys. He is also an Enrolled Agent with a 600-plus client tax practice. Educated as an engineer, with a Bachelor's Degree in Mechanical Engineering, Lee left his engineering career in 1975 to expand his part-time tax practice into a full-time career. In 1978, he founded IPS (which has evolved into ClientWhys) and now services the Tax, Accounting, Financial, and Real Estate industries. ImageOne annually presents the ClientWhys Seminars and publishes the Tax & Accounting Professionals Catalog.
Besides serving as a speaker for the ClientWhys Seminar series, Lee lectures frequently on marketing and practice management and writes a monthly marketing column for the "National Enrolled Agent." He operates a technical research service for a large group of tax preparers which sharpens his technical skills. Lee is on the Board of Directors for the California Tax Education Council, is a Past President of the San Fernando Valley Chapter of Enrolled Agents, Member and Past Director for the California Society of Enrolled Agents.
Danny earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California.
His legal career was initiated with the business and litigation firm of Edwards, Edwards and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines & Jonas working for many well known celebrities. In 1980, Danny established the law firm of Santucci, Potter and Leanders, in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law and estate planning.
Danny has been an officer and active member in various organizations including the Glendale Bar Association, Century City Bar Association, Orange County and Los Angeles County Bar Associations, California State Bar Association, Toastmasters and Lions Club. He also avidly supports the American Association for the Advancement of Science. He has been admitted to practice before all California and federal courts including the United States Tax Court and the United States Supreme Court.
Serving as a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state C.P.A. societies, Danny teaches a variety of tax, business and real estate courses. Danny is in demand all across the country as a speaker for all levels of professional and civic organizations and numerous major seminar circuits.
The author of 25 texts, Danny speaks to over 2,000 people per month and travels more than 150,000 miles annually.
Arthur Werner is currently a partner in the law firm of Werner & Rocca, P.C. His areas of practice include business, tax, financial, and estate planning for high net worth individuals. In addition to the practice of law, Art is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. He received his Bachelor of Science in Accounting and his Master of Science in Taxation from Widener University. He holds a J.D. in law from the Delaware Law School. A member of the Pennsylvania Bar, Art lectures extensively in the areas of estate planning, financial planning, and estate and gift taxation. He has presented in excess of 500 seminars over the past decade. He has been rated as having the highest speaker knowledge in Pennsylvania, and earned the AICPA Outstanding Discussion Leader Award in several states.
Barry I. Gilbert, CPA
Barry is a well-known and highly rated California Franchise Tax Board Speaker. His 30 years with the Franchise Tax Board, including his most recent position as Public Affairs Spokesperson, provide an in-depth and fresh view of state taxation in California. He mixes his audit, collections and public service tax experience with a dry sense of humor that makes him one of the FTB's highest rated speakers. Barry has been recognized by the FTB through a sustained superior achievement award for public speaking. In addition to his longtime membership on FTB's Public Speakers Bureau, he has worked with FTB Taxpayer's Rights Advocate and Special Investigation Division. He has given tax seminars for numerous professional associations throughout California including the California Society of CPAs, Society of California Accountants, California Society of Enrolled Agents, California Tax Education Council, California Society of Tax Consultants and IRS Public Outreach Program. Barry is specifically requested to speak at tax events by members of the California State Legislature, State Board of Equalization and U.S. Congress. If you listen to radio, watch television or read the newspapers in Southern California, Barry's name is a household word when it comes to the California Franchise Tax Board.
Barry graduated from City University of New York with a B.A. in Economics/Business. He is a licensed CPA in California and Arizona. Barry is also a small business owner maintaining real estate broker licenses in California, Arizona and Nevada and is a Notary Public in California as well. His professional organization memberships include the AICPA, California Society of CPAs, National Association of Realtors, California Association of Realtors, Southland Regional Association of Realtors and National Notary Association. In addition, Barry has served as a Volunteer Income Tax Assistance Reviewer at Pierce College, Woodland Hills for many years.
Robert McKenzie, JD
Tax Lawyer Robert McKenzie has lectured extensively on the subject of taxation. He has presented courses before thousands of CPA's, attorneys and Enrolled Agents nationwide. Prior to entering private practice, Mr. McKenzie was employed by the Internal Revenue Service, Collection Division, in Chicago, Illinois from 1972 to 1978. During that time, he worked as a Revenue Officer, a classroom and OJT Instructor of Revenue Officers, and as an Advisory Revenue Officer in the Chicago Special Procedures Staff. Since entering private practice, he has dedicated a major portion of his time to representation before the IRS. He was a Vice Chair of the ABA Tax Section (2003-2005). He is the ABA Tax Section Liaison to the IRS Commissioner for wage and investment income. He is past Chairman of the Employment Tax Committee and past co-chair of the Task Force for Bankruptcy Legislation of the American Bar Association Section on Taxation and past Chairman of the Chicago Bar Association Federal Tax Committee. He was Dean of the National Tax Practice Institute (1998-2002). He is also a member of the Chicago District Director's Liaison Committee. Mr. McKenzie is currently a member of the law firm of Arnstein & Lehr of Chicago, Illinois.
Colleen Neuharth McClain, CPA
Colleen Neuharth McClain is a certified public accountant (CPA) practicing in the fields of financial accounting and controllership as a sole proprietor. She is a graduate of the University of Texas and has served for more than 15 years as a financial controller for various organizations; small and large, public and private, domestic and international. She is now sharing her knowledge and experiences with other accountants through writing continuing education material and exam questions.
Colleen has written and reviewed hundreds of exam questions for the American Institute of Certified Public Accountants (AICPA) over the past 6 years which are intended to appear in the database of potential CPA exam items.
She is also currently writing for the AICPA and various other continuing education sponsors in the hopes of helping to educate her fellow CPA's in the field of financial accounting. Colleen has written approximately 30 courses over the past four years on everything from how to go paperless to the appropriate way to account for equity based compensation.