Education
Bachelor of Arts, Accounting
Belmont Abbey College, 1979
Professional Credentials
Certified Public Accountant (CPA), New Jersey
Certified Valuation Analyst (CVA) - (NACVA)
Professional Memberships
Member AICPA (American Institute of Certified Public Accountants)
Member NJSCPA (New Jersey Society of Certified Public Accountants)
Member NACVA (National Association of Certified Valuation Analysts)
Professional Experience
Staff Accountant: Loring, Wertley & Co - 1979-1983
Senior Accountant: Connolly, Switaj & Co - 1983-1997
Partner: Connolly, Switaj & Co - 1997-2007
Partner: Wagner, Morey & Nee - LLC 2008–2010
Partner: Morey & Company - LLC 2010
Partner: Morey, Nee, Buck & Oswald, LLC 2011 - Present
Morey, Nee, Buck & Oswald, LLC is a Certified Public Accounting and Consultation located in Bethlehem, PA. The firm has four partners and 11 additional staff. Major areas of practice include audits, business valuations, non-profit accounting, and taxation.
Professional Expertise
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Responsible for tax strategies and planning for high net worth clients.
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Proficient in various forms of taxation including non-profit, trust, oil and gas, individuals, corporations, and partnerships.
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Additional areas of expertise include ERRISA audits, entity formation/liquidation, estate planning and administration, and due diligence reviews for public offerings.
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Representative before IRS and various state taxing agencies.
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Peer Reviewer—American Institute of Certified Public Accountants (AICPA)
Community Service
American Diabetes Association—Past Secretary/Treasurer (National)
American Diabetes Association—Board of Directors (National)
American Diabetes Association— Finance Committee; Audit Committee (National)
ADA New Jersey Region—Leadership Board