Instructors
Angie Toney, CPA/PFS, CTS, CFE
Angie Toney developed strong investigatory and problem-solving skills in over three decades of corporate internal auditing. To date, Angie has saved her clients over $1M in tax liability.
Angie has a BS in Accounting and MA in Global Management. She is a New York State Certified Public Accountant / Personal Financial Specialist (CPA/PFS), Certified Tax Strategist (CTS), and a Certified Fraud Examiner (CFE).
Outside of work, Angie enjoys youth mentor volunteer work and serving on the board of the Loudoun Estate Planning Council, a nonprofit association with a mission to provide an inclusive and interdisciplinary forum for estate-planning professionals to foster relationships and enhance their proficiency in the field.
Wayne Scully, CPA, CEP
Wayne A. Scully, CPA, CEP, CIA is a seasoned Tax Professional, Podcaster, Business Consultant, Entrepreneur and Author.
Wayne A. Scully is a NYC-based, licensed Certified Public Accountant, with 20+ years of experience in business, tax consulting and auditing. Wayne is laser-focused on providing solutions to realtors, landlords, flippers and real estate pros who may be at odds with the IRS and state. Wayne also guides clients in creating and implementing high-value tax planning strategies to save them thousands!
As a life insurance producer, he focuses on helping families and businesses plan effectively to meet their financial goals. Executive bonus planning is one such strategy that provides certain tax and insurance benefits, allowing clients to achieve their objectives. Via his YouTube channel, Wayne routinely makes financial literacy presentations on this subject to illustrate the importance of life insurance in one’s wealth plan and its impact on taxes.
Wayne also co-hosts a podcast titled, “Black Pros on Money, Honey!” which provides information on various trending tax issues of concern to businesses and individuals. And, he hosts a monthly webinar titled, “How to Protect yourself from the IRS and Resolve Your Tax Debts”, where Wayne provides information on the most common IRS tax resolution options. Wayne’s the author of “21 Tax Topics to Stay Compliant & Save Money” now available on Amazon.com. The book focuses on topical tax resolution and tax planning issues, including offers in compromise, installment agreements, abating penalties, and business entity selection, to name a few.
Wayne holds a Bachelor of Science in Accountancy from City University of New York at York College, where he graduated with honors.
He migrated from Jamaica to the USA in the 1990s, and now (funnily enough) lives in Jamaica, NY. He is the proud father of one child, who is currently an honor student at Howard University. “Go Bisons!”
Wayne enjoys traveling, especially to Jamaica, going to the movies, biking, running, and strength training. His greatest strength is helping people.
www.wscullycpa.com [email protected]
Business Cell: 718.938.4601
Mailing Address:
126-15 Foch Boulevard #200532
South Ozone Park, NY 11420-0019
Antonio M. Glenn, Esq.
Antonio graduated from the University of Dayton School of Law in 2008, with a focus in Business Law. He passed the Maryland Bar in 2010 and Texas Bar in 2016. Antonio was also selected and licensed to practice before the Supreme Court of the United States in 2017.
While in law school, Antonio held law clerk positions at several law firms as well as the Maryland Public Defender’s office. In February 2007, he took a position as a Consultant at the National Association of Home Builders (NAHB) where he assisted home building executives develop corporate entity strategies which included: business succession and estate planning, tax minimization tips and contract review.
In 2012, Antonio founded The Law Office of Antonio M. Glenn, LLC, a solo practice specializing in small business consulting, succession planning and family estate planning. Antonio has built his practice into a profitable brand with a powerful reputation by providing sound legal advice to his clients and developing lasting relationships built on a foundation of trust, rapport, and reliability. The law office has been newly formed in Maryland and Texas and named AMG Counsel, PLLC but Antonio remains committed to offering high quality, yet affordable, legal representation.
Antonio is a member of the State Bar of Texas Estate Planning Section, Colling County Bar Association, Dallas Bar Association, the American Bar Association Business Law and Estate Planning Section. He is currently studying to become an Enrolled Agent.
Antonio regularly provides pro bono estate planning and probate services through Wills for Heros or the Dallas Volunteer Assistance Program. In his spare time, he enjoys yoga, horseback riding, kayaking and is training for a triathlon in April 2019. He is also an avid traveler and a sci-fi enthusiast.
Timalyn Bowens, NAEA
Timalyn Bowens is an Enrolled Agent, licensed through the Internal Revenue Service that works with individuals and businesses to resolve their tax issues. She is also a firm believer in taking preventative measures and this is why she works with businesses to increase profitability through strategic tax planning and the implementing of tax strategies through their budget. Her preventative care mentality has provided a successful track record not only for herself, but for the clients she works with.
Timalyn began her tax career in 2011 with one of the Top 10 Accounting Firms in the World, Crowe Horwath, where she did 3 busy seasons in the tax department. It is there that Timalyn fell in love with taxes and tax strategy. 5 years after stepping foot through the door at Crowe, Timalyn began her own Tax and Accounting Firm, Bowens Tax & Bookkeeping Solutions which is a virtual firm based out of Louisville, Kentucky.
She has been praised for her ability to teach as she works by her clients and for being knowledgeable, patient and ready to provide assistance by her peers and mentees. All the while inspiring change, and educating in an engaging way while providing her audience with actionable takeaways they can immediately start implementing in their lives and business.
Timalyn proves to her clients that no matter what roadblocks you are presented with in your business remembering your purpose and combining the right financial and operational strategies around that can lead to incredible business success.
Tyrone J Taylor, EA
I am an experienced tax representation professional that has assisted hundreds of individual and small business taxpayers all over the country. I’ve been a tax professional for 15 tax seasons, and I enjoy working with taxpayers who have had long-term issues with the IRS. My company is called Nashville Tax Relief, but being an Enrolled Agent, I am licensed to work with taxpayers in all 50 states, and I work with anyone regardless of their geographic location. I am also the owner of ProTax Education – an IRS Continuing Education firm dedicated to teaching tax professionals how to represent taxpayers in front of the IRS.
My goal when I work with a taxpayer is to “Stop the Cycle of Tax Paralysis”
So – what is “Tax Paralysis”?
Tax Paralysis is when a taxpayer who has fallen behind in their taxes is “paralyzed into inaction”. They are worried about what the IRS may do if they DON’T file their taxes. But, they are also scared about what the IRS will do if they DO file their past due taxes. So – they do nothing.
My goal is to break that cycle – and get you on the road to resolving your tax issues.
Unlike other tax “resolution” firms, I don’t over-promise, and under-deliver. I will tell you what I believe is your best possible solution long-term, and what steps it will take to get you there. Some people may not like I don’t promise what they want, but that’s OK. I prefer to work with people who are honest about their situation – just as I am honest about helping them.
If you are interested in working with me, feel free to contact me for a free consultation. Good luck in resolving your tax issues, and no matter what…
“Break the Cycle of Tax Paralysis!”
Jackie Meyer
My passion is blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech.
Accountants and tax planners like us aren’t simply numbers crunchers. We’re strategic thinkers who add tremendous value to our clients.
Yet whether you’re an army of one or lead an entire team, it seems that for every one thing you cross off your to-do list—two more take its place. The irony is that growth is a byproduct of your success. Every win I experienced in the early days of my firm was exciting and left me feeling hopeful and excited for the future. But I quickly found out that growth carried a daily grind of running my business that I wasn’t prepared for.
Serving clients. Growing your team. Building systems.
These are all needed things to succeed for the long haul. But let’s face it…
A degree in finance or accounting from even the best academic institution doesn’t adequately prepare you to both do the work and operate a business you love at the same time.
In my time running my firm, I’ve made mistakes and learned best practices along the way. Now, my focus is on packaging and passing those insights on to you and other accountants through:
👉 The Tax Planning Masterclass https://www.TaxPlanIQ.com/ccta
👉 TaxPlanIQ https://www.taxplaniq.com/
👉 The Certified Concierge Accountant Mastermind https://www.certifiedconciergeaccountant.com/
👉 Accounting Firm Influencers https://www.facebook.com/groups/1072341289546087
👉 My Speaker Info & Free Resources https://www.jackiemeyercpa.com/
My story started with learning to run my own firm.
Now, it’s focused on helping you run yours—with confidence.
Ryan Foncannon, MBA
I am a Managing Partner at S.W.A.N. Virtual Family Office (VFO), a multi-disciplinary firm that provides a family office experience for affluent clients and business owners. With over 14 years of experience in the financial services industry, I have earned the Series 65 and the National Social Security Advisor credentials, as well as the Certified Long-term Care designation. I am also an Advanced Tax Reduction Strategist at Estate Planning Team, where I help clients implement the Deferred Sales Trust™, a tax-deferral strategy for highly appreciated assets.
My mission is to help business owners and high-income earners build wealth by repositioning what they pay to the IRS into income-producing assets, with huge upfront tax benefits. I also help them reduce their non-labor costs, insurance costs, and labor costs, and leverage 21st century robotic automation to grow their businesses. Additionally, I offer them a Roth alternative with no income limits, and a 2:1 to 6:1+ leveraging for each dollar going into the program. This allows them to create tax-free income for retirement, as well as advanced charity and estate planning. I am passionate about delivering a wide range of state-of-the-art expertise, by structuring cohesive teams of specialists for each client, and driving down costs for both myself and my clients.
