Dental Practice Sales & Transitions
Allen M. Schiff, CPA, CFE
Allen Schiff is the managing member of Schiff & Associates, LLC (S&A). Prior to forming S&A, Allen was a partner with Smart & Associates (formerly Grabush, Newman) for 30 years and was their practice leader for dental practice management services. Allen has over 40 years of experience in the areas of dental practice management. Allen’s services include business planning to include obtaining financing, succession planning, exit strategies and long-range planning as well as Employee Compensation. Allen has assisted dentists with practice acquisitions, start-ups, operational analysis and associate contract analysis.
Allen received his BS degree in accounting from the University of Baltimore (June 1975) and is an accomplished speaker on topics such as dental practice management, transition planning, choosing a dental CPA, obtaining financing, identifying embezzlement in the workplace and business start-ups.
Allen has published numerous articles within the dental industry and can frequently be seen in Dental Economics, as he is a contributing writer to the magazine. In 1998, Allen earned the designation of Certified Fraud Examiner (CFE), having the expertise to resolve allegations of fraud, obtain evidence, take statements, write reports, testify to findings and assist in the detection and prevention of fraud and white-collar crime. Recently, Allen has received the SMART CEO award 6 out of the last 7 years as one of the Top CPA’s in the State of Maryland, most recently awarded in May 2015.
Allen is the President of the Academy of Dental CPAs (www.adcpa.org). This group of very knowledgeable CPA firms across the nation specializes in practice management services to the dental industry for over 11,000 clients. He also serves on the ADCPA Executive Committee and is Chairperson of the ADCPA Marketing & New Members Committees. The ADCPA combines its outstanding resources and expertise to share information and jointly develop resources to better serve the dental community.
Allen enjoys sharing his dental practice management knowledge. He continues to present to the ADA (American Dental Association), the AGD (Academy of General Dentistry), AAPD (American Academy of Pediatric Dentists), local Mid-Atlantic societies, as well as various dental study clubs. For the last 35 years, Allen has taught at a local dental school as well as 7 other national dental schools on the subject of dental practice management. Allen is a current Board Member of the Maryland State Dental Association Foundation (MSDAF) as well as a Consultant to the ADA (September 2019). Recently, Allen has been on various ADA webinars along with various State Dental Associations webinars informing the attendees of the financial aspects of the CARES Act during the COVID-19 crisis. In April 2021, Allen was named the Best Dental Accountant in the United States by The New Dentist Magazine.
Linda Cooney, Accounting Manager
Linda Cooney is the Accounting Manager at Schiff & Associates, bringing valuable experience to the firm since 2006. With a BS degree from Salisbury University, Linda is a recognized industry professional.
Linda finds joy in her role through mentoring others and engaging with clients. Her professional yet approachable attitude, combined with prompt response times, earns her clients’ appreciation.
Outside of work, Linda enjoys outdoor activities like gardening, kayaking, and spending time at the beach and pool. Family time is also important to her, and she cherishes her home in Hereford, MD, as well as the tranquility of the Outer Banks, NC.
Linda is proud to work for Schiff & Associates, valuing the company’s industry recognition and the exceptional team she collaborates with. The combination of professional accolades and a supportive work environment makes her experience fulfilling.
With her extensive experience, mentoring skills, and commitment to client satisfaction, Linda Cooney excels as the Accounting Manager at Schiff & Associates.
Becky Warburg, Senior Accountant
Becky Warburg is a Senior Accountant at Schiff and Associates, With multiple years of experience, Becky holds a BS in Economics from Towson University and is a Certified QuickBooks ProAdvisor. She takes pride in helping clients maximize their financial potential through meticulous financial preparation and tax expertise.
Known for her thorough explanations and dedication to client understanding, Becky’s clients appreciate her commitment to their financial well-being. In her personal life, she resides in Pikesville with her husband, three daughters. They enjoy spending quality time together at the library and movie theater. Becky is passionate about accounting, spreadsheets, and cooking/baking.
Working at Schiff and Associates, Becky finds fulfillment in a supportive work environment that values work/life balance. She feels appreciated and has built strong relationships with her coworkers. Being able to be present for both her clients and her family is what makes working for Schiff and Associates so rewarding for Becky.
Jordan M. Schiff, Senior Accountant
Jordan M. Schiff is a Staff Accountant at Schiff & Associates. With a Bachelor of Science in Accounting and a Master of Science in Account & Business Advisory Services from Towson University, Jordan brings a wealth of knowledge to the firm.
Jordan finds great satisfaction in collaborating with the exceptional team at Schiff & Associates. Each day, he looks forward to learning something new while assisting others with their challenges. His role allows him to showcase his problem-solving skills and attention to detail, providing valuable insights to clients.
Clients appreciate interacting with Jordan for his expertise, responsiveness, professionalism, and personalized care. He is known for his timely and knowledgeable assistance, always going the extra mile to meet their needs.
Outside of work, Jordan is an avid Ravens fan and enjoys playing and watching sports. He loves spending time outdoors, whether it’s at the beach or in the mountains, and has a passion for traveling.
Jordan values the family atmosphere and relaxed work environment at Schiff & Associates. The supportive and helpful colleagues make him feel heard and confident in seeking assistance whenever needed.
With his dedication to collaboration, problem-solving, and personalized client care, Jordan M. Schiff contributes to the success of Schiff & Associates as a trusted Staff Accountant.
Lauri Sacks, Director of First Impressions
Lauri Sacks is the Director of First Impressions at Schiff & Associates LLC. With a background in Early Childhood Education, including a BS degree from Towson State University and a Master’s Equivalency in the field of education.
Lauri thrives in her role as a “people person.” She enjoys interacting with clients daily and being their initial point of contact. Assisting the Schiff Team and creating a warm, friendly, and professional environment is a source of great satisfaction for her. Clients appreciate Lauri’s undivided attention and genuine interest in their needs, whether over the phone or in person.
Outside of work, Lauri is married to her husband David and has two children. She has had a fulfilling 31-year teaching career and now spends her Sundays cheering on the Baltimore Ravens and supporting her daughter and son. Lauri loves spending time with family and friends, and various other activities such as shopping, reading, and dancing.
Lauri values the supportive and respectful atmosphere at Schiff & Associates LLC, where the team’s commitment to clients and work/life balance is exceptional. Lauri finds her job challenging and rewarding, and she feels privileged to contribute to such an amazing firm alongside colleagues and clients she deeply admires.
Grace C. Miller, Director of Communications
Grace C. Miller serves as the Director of Communications at Schiff & Associates, LLC. With a Bachelor of Science in Accounting from Towson University and decades of experience, Grace brings a wealth of expertise to her role.
What Grace enjoys most about her position is her contribution to the smooth operation of the business and the collaborative work she shares with her colleagues. Being part of a team that functions seamlessly brings her immense satisfaction.
Clients appreciate interacting with Grace because of her clear communication style and extensive knowledge of the inner workings of the firm. Her ability to convey information effectively and efficiently makes her a valuable asset to the organization.
Outside of work, Grace’s personal life revolves around her loving husband, Eric, Their family includes two sons and three beloved cats. Grace has a diverse range of hobbies, including reading various genres of books, playing chess, solving puzzles, and attending concerts.
Working for Schiff & Associates is a source of joy for Grace due to the exceptional leadership of Allen Schiff. The shared journey of growth and development with her team members has fostered a strong bond and a sense of accomplishment.
As the Director of Communications, Grace C. Miller’s vast experience, effective communication skills, and dedication to the success of Schiff & Associates continue to play a vital role in shaping the firm’s future.
Mike Davis, Senior Accountant
Mike Davis is a Senior Accountant at Schiff & Associates, LLC, bringing with him a wealth of knowledge and experience. Holding a B.S. degree from the University of Baltimore, Mike is a respected professional in his field. He is a Maryland Certified Public Accountant and holds a Virginia Real Estate License, demonstrating his commitment to excellence. As a member of the Suffolk Ruritans, Mike actively contributes to his community.
While his expertise in accounting is commendable, Mike finds the most satisfaction in building meaningful connections with clients. Beyond the confines of a business relationship, he values the opportunity to form lasting personal bonds. Originally from Baltimore, Mike and his wife relocated to Suffolk, VA, to be closer to their family. Together, they share their home with three beloved dogs. Outside of work, Mike enjoys engaging in home improvement projects, exploring new destinations, and pursuing his passion for brewing beer.
What sets Schiff & Associates apart for Mike is the exceptional work-life balance. This commitment to a healthy work environment fosters a sense of fulfillment in his professional life. Furthermore, working alongside diverse individuals has broadened Mike’s perspective, enabling personal growth and development.
As a dedicated Senior Accountant, Mike Davis is not only an accomplished professional but also someone who cherishes authentic connections with clients and embraces a well-rounded personal life.
Jeremy Goodwin, Senior Accountant
Jeremy Goodwin is a dedicated Accountant at Schiff & Associates, LLC. He earned a Bachelor’s degree in Accounting from Towson University.
What Jeremy enjoys most about his role is the opportunity to stay informed about the latest trends and updates in the financial industry. He takes pride in providing clients with multiple options and strategies to help them achieve their financial goals and needs.
Clients appreciate Jeremy’s engaging approach and the multiple perspectives he offers to address their individual situations. He strives to create a collaborative environment where clients feel heard and empowered in making informed financial decisions.
Outside of work, Jeremy has a vibrant personal life. He enjoys playing golf and traveling with his wife. Jeremy is also an avid soccer player and finds joy in staying active.
One of the reasons Jeremy enjoys working at Schiff & Associates, LLC is the small business family atmosphere and the flexibility it offers. He values the daily opportunity to assist clients and contribute to their financial success while working in a supportive and adaptable work environment.
Yisroel Ickovitz, CPA, Tax Manager
Yisroel Ickovitz, CPA, is a Tax Manager at Schiff & Associates, LLC. With extensive experience and a MD CPA credential, Yisroel brings valuable expertise to his role. He holds a Bachelor of Art in Talmudic Law from Ner Israel in Pikesville, MD, and is a member of professional organizations such as MACPA and AICPA.
Yisroel takes pride in helping his team excel and in providing clients with a clear understanding of tax concepts to make informed financial decisions. He has a practical and down-to-earth approach, simplifying complex tax concepts for clients’ ease. His clients appreciate his ability to explain tax concepts in a simple manner.
Yisroel enjoys working for Schiff & Associates, LLC because they prioritize the bigger financial picture, encompassing dental practices and individuals’ personal financial positions and goals. He is part of a great team of professionals who maintain a positive attitude.
With his expertise, Yisroel Ickovitz, CPA, is dedicated to delivering exceptional results and building trust-based professional relationships. His commitment to helping staff succeed and guiding clients through the complexities of taxation sets him apart in his role as Tax Manager at Schiff & Associates, LLC.
John Linsenmeyer, Staff Accountant
John Linsenmeyer is a Staff Accountant at Schiff & Associates, LLC. With a Bachelor of Science degree in Accounting and Finance from Towson University, he entered the field in 2022. John finds great satisfaction in servicing clients and building meaningful relationships with them. His clients appreciate his dependability, reliability, and kindness, knowing that he always goes above and beyond to serve their needs.
Outside of work, John has a passion for travel, hiking, snowboarding, and golf. He also contributes to his community by assisting his father in coaching Mt. Hebron High School’s Varsity men’s soccer team, a sport he played for four years before becoming a coach. John values spending time with his loved ones, especially his three brothers.
John is enthusiastic about working at Schiff & Associates, LLC due to the team-oriented work environment. The company’s focus on serving clients’ needs and helping them plan for their financial future aligns with his professional goals and personal values.
Cathy Cagle, Staff Accountant
Cathy Cagle is a staff accountant at Schiff & Associates, CPA, with decades of experience since entering the field in 1987. Her greatest joy lies in assisting clients to comprehend their financial information, helping them make informed decisions to achieve their goals. Renowned for her positive personality and genuine investment in her clients’ businesses, Cathy fosters strong relationships that make financial discussions engaging and approachable.
Outside of work, Cathy treasures her family life with five adult children and ten beautiful grandchildren. She loves unwinding through camping trips with her husband, connecting with nature’s tranquility.
Choosing to work for Schiff & Associates, CPA, Cathy finds it captivating to witness the amalgamation of financial elements, making a meaningful impact on clients’ success. Her passion for accounting and commitment to her clients make her an invaluable asset to the firm and its clients alike.