Harlene specializes in personal and business income tax planning with an emphasis on dental and medical practices. She has over 25 years of experience servicing clients in the healthcare industry and is the leader of our dental business practice.
Harlene has written and spoken on a wide range of topics including tax planning, front desk management, the New Hire Act, and cash management. Harlene’s articles have appeared in an array of publications including Insurance Solutions Newsletter, Delta Dental of NJ Newsletter, Tri-County Dental Newsletter, NJ Physician and Modern Medicine.
Recent speaking engagements include: “Important State and Federal Tax Updates for Your Business” at the Roxbury Chamber of Commerce (2020), “You Earned It, Now Keep It” at the Morris County Chamber of Commerce Lunch and Learn (2019), “Reducing Taxes with Effective Financial Planning (2019)“ for the New Jersey Business Industry Association, “An Overview of the Tax Cuts & Jobs Act of 2017” at the Nisivoccia Annual Not-for-Profit Seminar (2018), “Give Yourself a Financial Treatment Plan” at the 2017 NJ Dental Association Conference and Expo, and “An Overview of the Tax Cuts and Jobs Act and 2017 Year-End Tax Planning Tips” at the Morris County Chamber of Commerce Women in Business Luncheon (2017).
Harlene holds professional memberships to the New Jersey Society of CPAs and The American Institute of CPAs. She is a volunteer member of the National Ovarian Cancer Coalition as well as a member of the Morris County Chamber of Commerce Women in Business Executive Committee.
Harlene celebrates her 14th year of service with our firm in 2021.