Course Author

Tony Cuozzo Jr., CGFM

Anthony A. Cuozzo, Jr., CPA is a Senior Advisor to CBM and has over 40 years of experience serving the not-for-profit community, including 501(c)(3) and (c)(6) organizations. Tony is a nationally recognized discussion leader for various accounting and auditing courses for CPA firms and state CPA organizations. These teaching assignments keep him abreast of new developments in the accounting profession as well as in business.

Tony is currently the Chair of the Maryland Association of CPAs Peer Review Committee. In this position, he testifies annually before the Maryland State Board of Public Accountancy about the effectiveness of the AICPA peer review program administered by the Maryland Association of CPAs in Maryland. Tony also conducts peer reviews of CPA firms across the country.
His broad business experience and training has enabled him to be recognized as a Registered Investment Advisor (RIA) by the Financial Industry Regulatory Association. He holds an insurance license in the State of Maryland for life and health insurance products.

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