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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Management Profile

Scott Sanders,  CFP, CFS, CPA, PFS, CGMA

President of Wealth Advisory Ltd., a Strategic Financial Service company including professional money management, including personal and busienss retirement accounts, individual and business accounts.  Provider of group health insurance and group and individual life and accident insurance.

Scott Sanders, CFP® , CFS, CPA, PFS,CGMA is a 1980 graduate of Queens College, New York with a Bachelor of Arts in Accounting. Scott is a member of the American Institute of Certified Public Accountants (AICPA), the New York State and the New Jersey State Society of CPAs. Scott retains his license as a CPA in both New York and New Jersey. In July 2012, Scott became a CGMA (Chartered Global Management Accountant) through the AICPA. Scott is a Certified Financial Planner (CFP), having received his license from the College of Financial Planning in Denver, Colorado. Scott has also received from the AICPA, his license as a Personal Financial Specialist (PFS) and his license as a Certified Fund Specialist (CFS) from the Institute of Business and Finance. Scott received his NASD Series 6 license in November 1996 and his Series 63 in December 1996. Scott received his NASD Series 26 license in November 2002 and Series 24 in August 2004, which allows him to act in the capacity of an Office of Supervisory Jurisdiction (OSJ) for his broker-dealer. Then, in April 2004, he received his Series 7 license. Scott became licensed in February 1999 to sell life, accident and health insurance in New York State. Scott also became a Qualified Guardian under Article 81 in 2002 and a Qualified Special Needs Trustee under Part 36 through the Nassau Academy of Law in 2003, and a Qualified Accountant by the Chief Administrator before the New York State Unified Court System in 2003. Scott has been a notary public since November 1980.

Scott Sanders has extensive experience in trusts and estates – planning and preparation, surrogate accounting, working closely with trust and estate attorneys and fiduciaries, working with high-net-worth individuals in all stages of planning and taxes, providing family office services, in addition to all aspects of federal, state, and local income taxation for corporations, individuals, trusts and estates, specializing in the restaurant and retail industry, as well as tax planning, trust and estate planning and compliance and surrogate accountings for the Court. Scott's industry experience is closely held businesses, high-net-worth individuals, manufacturing, public relations, real estate, restaurants, and jewelry. Scott had retained a presence in St. Thomas, Virgin Islands from 1981 to 2005, handling various tax and accounting matters for clients located on the Island. As a practicing financial advisor, he advises high-net-worth individuals on areas of strategic planning services as varied as investment analysis, professional money managed accounts, cash flow analysis, insurance, estate and gift tax planning, the formation of family limited partnerships, creation of private foundations and charitable tax planning. As an individual involved with the personal business management of high-net-worth clients, Scott is involved in services that range from establishing retirement accounts such as 401-K's, defined benefit and defined contribution plans, family office services such as bill paying, managing the details of multiple residences and vacation properties, evaluating health, property and life insurance needs and negotiating the purchase/lease of automobiles, boats and aircrafts. Scott merged his private practice in 1995 to form the firm of Lazar Sanders, LLP and then merged in 2006 to form Lazar Sanders Thaler & Associates, LLP, and in 2010, formed Sanders Thaler & Associates LLP. In 2012 the firm changed its name to Sanders Thaler Viola & Katz, LLP,  employing 36 professionals and currently is a partner in Gettry Marcus CPA.PC. as part of the Trust & Estate Group.

Scott Sanders is a past Board Member of the Long Island Cabinet of the State of Israel Bonds (1999-2006) and a past Board Member of the American Culinary Federation Long Island Chapter (1998-2005) serving as a consultant. He was also a past member of the Long Island Advisory Board of USA Bank in Port Chester, NY (2006-2008). He is a Board Member, and past Treasurer and Executive Vice-President of the National Conference of CPA Practitioners (NCCPAP) for the Nassau/Suffolk Chapter (2001-2008) and was the Chair of the Sponsorship Committee for the NCCPAP Long Island Tax Symposium for 2003, 2004, and 2008. He is a current member of the Estate Planning Council of Nassau County (since 2003) and a past member  Suffolk County (since 2012). Scott is a Board member of the Financial Planning Association of Long Island (FPA LI) and is currently the chapter Treasurer. He is a past member of the FPA LI's Membership Committee (2005-2011). Scott is also a member of the New York State Society of Certified Public Accountants (NYSSCPA), Nassau Chapter. Scott was an Executive Board Member of the NYSSCPA, Nassau Chapter (2008-2010), a past Treasurer (2010-2011), Vice-President (2011-2012), and President (2013-2014). Scott was also Co-Chairman of the NYSSCPA-Nassau Chapter Sponsorship Committee (from 2009 to 2013), the Small Firm MAP Committee (from 2005 to 2017), and the Estate & Financial Planning Committee (since 2013). Scott is currently a member of the NYSSCPA-Nassau Chapter Advisory Committee and Chair of the Member Liason Committee.  Scott is the recipient of the 2016 Distinguished Service Award by the NYSSCPA-Nassau Chapter.

Scott Sanders has lectured for American Express Financial Advisors, Inc. and consulted on various tax issues. Scott has lectured during the National Conference of CPA Practitioners (NCCPAP) Long Island Tax Practitioner Symposium from 2005 to 2008 and continues to lecture before the NYS Society of CPAs (NYSSCPA)-Nassau Chapter Small Firm MAP Committee since July 2005.

Scott Sanders has been quoted in the September 1998 issue of the Practical Accountant regarding the new 1997 Internal Revenue Service Tax Laws; quoted by producer, Joanne LaMarca of The Today Show in Business This Week, regarding the new 2000 tax laws; and was featured in the February 18, 2002 issue of Crain's New York Business article titled, "The High Cost of Security." Scott was interviewed for the March 29, 2003 Long Island News Pennysaver article titled "Tax Time - Yikes!" and wrote articles in the December 31, 2003 Syosset/Jericho and Plainview, New York Tribune and the October 8, 2004 Plainview Herald - Business Review.  In the August 4, 2011 issue of Long Island Business News, Scott was interviewed for the special section of "Accounting - Past, Present, Future" and spoke about moving into the paperless environment.  In the August 26, 2011 issue of Long Island Business News, Scott was listed in the special section of "Who's Who in Accounting," discussing the industries trend of mergers. Scott was quoted in the January 31, 2012 issue of CPA Trendlines for the article, "Busy Season Shifts to Hi Gear." Scott was quoted in CCH's 2012/2013 Product Catalog regarding research with CCH's Federal Tax Library. In the March 10, 2013 issue of Long Island Business News, Scott was interviewed about the best time to file your tax returns. In the March 25, 2013 issue of the New York Daily News, Scott was mentioned for volunteering for the annual tax hotline to News readers. He was also interviewed for the featured portion of the Long Island Business News's Vision Section in the July 26, 2013 edition and spoke about the complexities of the accounting and tax industry, and clients' reliance on CPA's as their trusted advisor. In the April 3, 2014 edition of The Long Island Business News, Scott was interviewed about due diligence strategies for buyers/sellers of businesses.  In the July 11, 2014 edition of Long Island Business News Scott was interviewed abount what's trending in accounting and spoke about growth of the firm and its merger and acquision plans over the next several years.  He was also interviewed for the November 20, 2014 edition of Long Island Business News article, "Very Calculating, Influential CPA Scott Sanders Counts on Niches and Mergers".  The Long Island Business News quoted Scott in their April 2, 2015 article on "A Partner's Death can Wreak Havoc on LLC's Principals." Scott was quoted in the August 10, 2014 Newsday article, "Cutting Housing Costs to Enjoy Golden Years".  He was featured in the Long Island Business News July 14, 2016 article, "Securing Space in Technology."

Scott is  a Registered Representative of American Portfolios Financial Services, Inc.  Member FINRA/SIPC.  and American Portfolios Advisors Inc. A SEC Registered Investment Avisor.  Wealth Advisory Ltd. Is independent of American Portfolios Fiancial Services Inc. and American Portfolio Advisors, Inc.  He is securities registered in the states of  California, Conneticut, Florida, Maryland, Maine, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania ,South Carolina and Virginia.

CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owened by Certified Financial Planner Board of Standards Inc.  These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.