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Anthony A. Cuozzo, Jr., CPA

Senior Advisor

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.

Professional Qualifications and Education

  • Certified Public Accountant (CPA) – Maryland
  • Licensed Insurance Agent, Life & Health Insurance, Maryland
  • Registered Investment Advisor (RIA)
  • Accounting Graduate, Strayer University

Professional Associations and Activities

Speaking Engagements:

  • May 19, 2020 – Real-World Frauds Found in Not-for-Profits (Sponsored by The GWSCPA)
  • December 18, 2019 – Crafting the Financial Statement Notes for FASB’s New Liquidity Disclosure (for the 2019 Greater Washington Society of CPAs’ Not-for-Profit Symposium)
  • November 28, 2018 – Impact of the New Revenue Recognition Standards on Contributions Received and Made
  • January 25, 2018 – Dissecting the New Flexible Financial Format for Not-for-Profit Organizations and the 2017 Tax Cuts and Jobs Act
  • January, 2018 – In-Depth Review of IRS Forms 990 and 990T
  • November 28, 2017 – Government Auditing Standards Update (for the Greater Washington Society of CPAs)
  • November 27, 2017 – Top 4 Issues for Not-for-Profit Organizations in 2017-2018 (for the Greater Washington Society of CPAs)
  • November 1, 2017 – Current Peer Review Issues / Considerations for Smaller Firms (for the Maryland Association of CPAs)

Awards & Recognition

  • Recognized by the Maryland State Legislature for Outstanding Service to the handicapped citizens of the State of Maryland, Maryland State Legislature