Risk Assessment, Independence and Leases Update (E2001229)

Frank is a partner based in Withum’s East Brunswick, NJ office and has over 35 years of accounting and auditing experience. He is a licensed certified public accountant in the states of New York and New Jersey and specializes in accounting and auditing. Frank has a great deal of experience working with investment companies (hedge funds, mutual funds and ETFs), broker-dealers, private equity and venture capital funds, registered investment advisors, real estate investment trusts and closely-held businesses. He also performs peer and quality reviews of CPA firms.

A graduate of Rutgers University, Newark, Frank received his BA degree in accounting. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJCPA), where he served as president of the organization. Frank is the chair of the NJCPA Peer Review Executive Committee, which administers peer reviews on behalf of the AICPA in New Jersey. He is past chair of both the NJCPA Accounting and Auditing Standards Interest Group and the NJCPA Accounting and Auditing Resource Group. Frank is a former member of the Audit Committee for the NJCPA and past treasurer of both the NJCPA and the Middlesex/Somerset Chapter of the NJCPA. He recently completed a three-year term on the AICPA Peer Review Board. The Peer Review Board is responsible for maintaining, furthering and governing the activities of the Peer Review Program, including the issuance of peer review standards and peer review guidance, while being mindful of the profession’s covenant to serve the public interest with integrity and objectivity. Frank is a frequent lecturer on accounting and auditing topics to professional and business groups. He has been quoted in several publications and is the coauthor of three books on accounting. Frank resides in Ocean County, NJ.

Brad is a member of the firm and director of accounting and auditing at SobelCo, serving small businesses and individuals in the areas of accounting, auditing, tax and business consulting. He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, and was a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.