Keren Birnbaum, Esq. | Partner

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About: Keren earned her law degree at Hofstra University of Law and her Bachelor’s Degree at Brandeis University. She is admitted to the New York State Bar, is a member of the New York State Bar Association, Queens County Bar Association, Brandeis Association, and is an active member of the Elder Law Trusts and Estate Sections of the New York State Bar Association. Ms. Birnbaum has also lectured and published articles on various elder law and estate planning issues.

Specialties: Keren has over 10 years of experience advising clients on how to protect themselves, their loved ones and their business in the event of death, incapacity or disability. Keren’s practice covers a wide range of matters, including but not limited to Wills, Trusts, Estate Planning, Probate and Administration, Medicaid and Long-Term Care Planning, Asset Protection, and Business Succession Planning.

Keren’s clients often include couples with young children who are typically most concerned about naming a guardian for their children, but soon realize they also need a more thorough estate plan. Keren also works with many older adults who are looking to update their estate plan or are concerned about paying for long-term care.

Keren’s goal in every case is to provide personalized attentive service to clients to put them at ease and help them achieve their goals.

Quote: “Don’t search for what you’re passionate about, serve other to make yourself passionate.” - Unknown

Connect: Contact Keren at kb@selawny.com or at (631) 777-2401 or visit her website below!

MEMBER SINCE DECEMBER 2019

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Maya Khan | Senior Manager

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About: Maya Khan is a Certified Public Accountant (CPA), licensed in New York, for over 15 years. She’s a Senior Manager in the Real Estate Group at Marks Paneth LLP, a full range accounting firm. With approximately 700 professionals, Marks Paneth provides audit, accounting, tax and consulting services in various industries. Ms. Khan works with clients all year round assisting them in any tax or accounting transaction. Even though numbers is what we do, it’s not who we are. Ms. Khan enjoys having a deep understanding of her clients and provide solutions to the subject matter. The relationships that have been built is what makes Ms. Khan, and Marks Paneth, stand out from other accounting firms.

Specialties: Ms. Khan provides accounting and tax services to her clients in the real estate industry. She specializes in partnership and high-net worth individual tax returns, conducts tax research, and has advised on various real estate transactions including acquisition, disposition, financing, 1030 exchange and qualified opportunity zones.

Quote: “Work hard, be kind, and amazing things will happen.” - Conan O’Brien (A quote I read once and has resonated with me for years.)

Connect: Contact Maya at mkhan@markspaneth.com or (516) 992-5914 or visit her website below!

MEMBER SINCE NOVEMBER 2019

Amanda Martin | Sales Consultant

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About: Amanda has multi-year experience in the PEO industry and has helped hundreds of clients find and/or negotiate with PEOs. Amanda is passionate about this industry as she believes small businesses drive our economy and PEOs help these businesses compete with large corporations. This is mainly done through PEOs providing a rich suite of benefits comparable to a large corporation which will allow small businesses to attract and retain talent. Amanda also finds it to be highly rewarding when she can find cost saving opportunities for clients which can allow them to finance a growth in another target area.

Amanda helps her clients by creating a comprehensive financial analysis comparing current financials to the PEO quotes she receives. Within that analysis she does a complete medical side by side comparison, comparing apples to apples employee benefit offerings. Amanda also minimizes the shopping process time by 90%. When clients shop independently for PEOs, the process becomes lengthy and frustrating. PEOs generally want to meet several times with clients to build value on their service before even presenting the financials. Amanda will present the financials to the client first to make sure it makes sense to spend additional time researching the PEO. In addition, due to the existing relationships Amanda has with the PEO partners, she has the leverage to pre-negotiate the rates, as our partners are aware that when she is reaching out to them, she is also reaching out to their competitors, so Amanda will source the most optimal pricing.

Specialties: Amanda is a consultant for PEO Spectrum which is the nation’s first FREE comparison service specifically for the PEO industry. PEOs (Professional Employer Organization) co-employ with small and medium sized businesses to house HR, payroll, workers compensation and employee benefits all under one umbrella. Amanda has relationships with over 100 PEOs nationwide and helps companies shop and compare multiple vendors. Alternatively, Amanda also helps companies negotiate with current providers to lower rates.

Quote: “Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle. As with all matters of the heart, you’ll know when you find it.” - Steve Jobs

Connect: Contact Amanda at amanda@peospectrum.com or (631) 979-9464 or visit her website below!

MEMBER SINCE OCTOBER 2019

Babita Trivedi, CFP© | Financial Planner

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About: Babita Trivedi is a Financial Planner with Lighthouse Financial Network, LLC, located in Melville, NY, Babita has a MS in Personal Financial Planning and she is a CERTIFIED FINANCIAL PLANNER™.

Babita is a believer in building a trusting and long-term relationship with her clients. Babita has a strong passion for focusing on her clients. Babita has a strong passion for focusing on her clients’ goals and concerns, and providing customized and personalized solutions to help create a strategy for their financial security. Whether it is funding for education or retirement, helping protect those you love, or planning to pass on your estate or business, Babita is committed to using her advanced knowledge of financial planning to advise clients on ways to help them achieve their financial goals.

Babita graduated with a BA from NYU and a MS from College for Financial Planning. Babita lives in Queens, NY with her husband and two sons. She is the Membership Lead for the Long Island Chapter of Ellevate Network. Babita also is the Chapter Head for the Long Island Chapter of The W Source and the President of the Eastern Queens Chapter of the Soloist Collective.

Specialties: Babita works with a team of experienced professionals that assist in investment and insurance solutions for her clients. Babita’s goal is to ensure that each of her clients receives the most personal and satisfactory service she can provide, so they may create, accumulate and preserve wealth and achieve their dreams.

Contact: Contact Babita at btrivedi@lfnllc.com or at (631) 465-9090, or visit her website below!

MEMBER SINCE JANUARY 2019

Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced herea re independent of Royal Alliance Associates, Inc.