CEO
Appleby Retirement Consulting, Inc.
Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial, tax, and legal professionals. She has over 20 years of experience in the retirement plans field, which includes providing training and technical consultation to financial, tax, and legal professionals.
Denise writes and publishes quick reference guides, booklets, and marketing tools for advisors, which are available at http://irapublications.com.
Denise co-authored The Roth IRA Answer Book, The SEP, SIMPLE, SARSEP Answer Book, Quick Reference to IRAs, all three Published by Aspen Publishers, and, The Adviser's Guide to Retirement Plans for Small Businesses, Published by AICPA.
Denise has provided training, including CE-approved courses, on the tax laws and operational procedures that apply to IRAs, SEP IRAs, SIMPLE IRAs, and employer-sponsored qualified plans, to thousands of financial advisors, other financial professionals, as well as tax and legal professionals.
Denise is a graduate of The John Marshall Law School, where she obtained a Master of Jurisprudence in Employee Benefits, and has earned 5 professional designations in the field of retirement account rules and regulations.
The creator and CEO of www.retirementdictionary.com, a free consumer website containing a wealth of information about retirement accounts rules and regulations. Denise has appeared on TV programs that include CNBC's Business News, Fox Business Network, The Street, and numerous radio shows, during which she shares her insights on retirement tax laws, and have been quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly, The Street, and other financial publications.
Denise can be reached at 973-313-9877 and Denise@DeniseAppleby.com. Her LinkedIn profile is at https://www.linkedin.com/in/deniseappleby/
Principal
Withers Bergman LLP
Ed is a partner in the private client and tax team of Withers Bergman LLP, focusing on domestic and international private client matters. Ed provides legal advice on US and international estate planning, income maximization strategies, FLP and LLC planning, wealth preservation, business succession planning, international tax planning for entities and individuals, trust structures and estate administration.
Ed often uses sophisticated domestic and offshore insurance strategies to solve client problems. He designs strategies to maximize the tax and asset protection benefits for required minimum distributions from Qualified Plans and IRAs. He is a frequent speaker and has co-authored several books on estate planning.