J David M. Cole, CPACole & Associates, LLC
David M. Cole, CPA, is the tax partner for Cole & Associates, LLC. He graduated from the University of Maryland with a bachelor’s in economics and completed his education at the University of Central Florida. Cole has more than 10 years of public accounting experience, focusing on small business and personal income tax compliance and consultation.Cole & Associates is a full-service CPA firm, offering clients services that include tax return preparation, audits of homeowners associations, payroll bookkeeping, financial consulting and IRS representation.
5401 S. Kirkman Road, Suite 700, Orlando • 407- 536-2033
John E. Russi, CPACertified Public Accountant, P.A.
In 1991, John E. Russi, CPA, formed John E. Russi, Certified Public Accountant, P.A. He provides services to a wide array of businesses and individuals, including, but not limited to, accounting and bookkeeping; payroll preparation and returns; tax-return preparation and tax planning; and financial, retirement and succession planning.
Russi graduated with a bachelor’s degree in accounting from the University of Bridgeport in Bridgeport, Conn., and he is a member of the Florida Institute of Certified Public Accountants.
7575 Dr. Phillips Blvd., Suite 320, Orlando • 407-345-1191
Kristen M. Jackson,
KM Jackson Law Firm,P.A.
Kristen M. Jackson was admitted to The Florida Bar in 1984 and the State Bar of Texas in 2010. She has practiced in Florida for more than 26 years and is a Florida CPA. Her firm provides a full complement of legal services. Jackson’s primary areas of practice include estate planning, business, real estate, family and immigration. She is a member of The Florida Bar, Orange County Bar Association, Central Florida Estate Planning Council, Florida Institute of Certified Public Accountants, and Central Florida Real Estate Planning Council.
5728 Major Blvd., Suite 600, Orlando • 407-363-9020www.kmjlawfirm.com
Mary Kaplan graduated magna cum laude with a bachelor’s degee from The Ohio State University and obtained a law degree from Emory University.Kaplan has worked for law firms in Atlanta and was a certified financial planner for Wachovia Wealth Management. She currently practices estate planning, probate, foreclosure defense and bankruptcy law.Kaplan is a member of The Florida Bar, State Bar of Georgia, Orange County Bar Association, Central Florida Bankruptcy Law Association, and Central Florida Association for Women Lawyers.
7635 Ashley Park Court, Suite 503-B, Orlando • 407-494-6701www.marykaplanlaw.com
Cary L. Moss, Esq.
Cary L. Moss, Esq., was admitted to the bar in 1998. She practices Medicaid planning, estate planning, guardianships, trust administration, special-needs trusts and probate. She received her bachelor’s in liberal arts from the University of Florida and juris doctor degree from Stetson University College of Law. She is a member of the Florida Bar, Orange County Bar Association, and National Academy of Elder Law Attorneys, and serves on the board of directors for the Academy of Florida Elder Law Attorneys.
8913 Conroy-Windermere Road, Orlando • 407-909-1900
Thomas P. Moss, Esq.
Thomas P. Moss, Esq., was admitted to the bar in 1998. He practices business and corporate planning, estate planning, guardianships, trust administration and probate. He received his bachelor’s degree in business administration from Bowling Green State University, master’s from Stetson University, and juris doctor degree from Stetson University College of Law. He is a member of The Florida Bar, Orange County Bar Association, and National Academy of Elder Law Attorneys.
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