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Biographies

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Richard K. Newman, CPA, AEP

Director and Founder

Richard K. Newman has been assisting clients with managing and protecting their wealth and income for more than 25 years.

Prior to founding Newman + Cohen, Richard founded The Institute for Retirement and Estate Planning and was the founding and managing partner of Melnick and Newman, Certified Public Accountants. He was also chief financial officer of Fusion Telecom as well as chairman and chief operating officer of Total Entertainer and Athlete Management Inc., a sports management firm.

A graduate of the University of Miami, Richard is an active member in the following organizations: American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, Boca Raton Estate Planning Council, and the National Association of Life Underwriters. In addition, Richard is a life and qualifying member of the Million Dollar Round Table since 1995 and has achieved Top of the Table Status for the last 6 consecutive years. He is also a state-licensed life, health, and disability insurance agent and holds several securities licenses.

Richard is an active speaker annually for the FICPA. He is very involved with the Atlantic, East Coast and Gold Coast Chapters, to name a few. He is a Leader and Committee Member for the Estate and Financial Planning Council as well. He also instructs and assists with BNY Mellon Bank Professionals on estate planning strategies and implementation for their clientele. For many years, Richard has been asked to speak at the annual Ask Brokerage Summits and share his expertise and knowledge with his colleagues.

Richard has attended The Heckerling Institute for the past number of years and is honored to have your consideration to be a speaker at the 2009 Conference.

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Donald T. Cohen, is a director and founder of Newman + Cohen Financial Management. He has more than 20 years experience in certified public accounting, advanced financial strategies and business management. His primary responsibilities include assisting clients with business management and wealth preservation strategies as well as running the day-to-day operations of the firm.

Previously, Cohen served as president of a Healthcare Division of a National Receivables Management Company. He also served for two years as chief financial officer of S.A.C. Capital Management, a New York-based hedge fund. Cohen began his career as an IRS agent and was also the managing partner of Marvan & Cohen P.A., an accounting firm specializing in tax and financial planning for high-net-worth clients.

A graduate of the University of Miami, Cohen is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants and the Medical Group Managers Association. He is also a state-licensed life, health, and disability insurance agent and holds several securities licenses.