Taxes • Estates • Estate Planning

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Peter J. Greco


Peter J. Greco began his career in 1968 working for a New York City Law Firm specializing in criminal tax cases. He is now a consultant to the CSI Group's tax litigation and estate/wealth management department. He holds licenses as a Certified Public Accountant, Certified Estate Planner, Certified Fraud Examiner, Real Estate Broker, Life Insurance Producer, Registered Financial Planner, and Real Estate Instructor. He is the director of the CSI School of Business where he instructs real estate classes and provides continuing education to Certified Public Accountants in New York and New Jersey. He has written extensively on estate matters and has authored and co-authored many books that deal with taxes, estate planning, financial planning and real estate matters.


Areas of Expertise


• Estate Planning

• Wealth Management

• IRS Representation and Litigation

• Individual, Corporate and Sales Tax Appeals




• PhD - Doctorate in Taxation (ABD)

• ( MST ) Masters of Science in Taxation

• ( CPA ) Certified Public Accountant.

• ( CEP ) Certified Estate Planner.

• ( CFE) Certified Fraud Examiner

• Insurance Broker/Agent, (New York and New Jersey)

• Real Estate Broker (New York and New Jersey.)

• Real Estate Instructor (NJ Real Estate Commission.)

• Licensed Instructor to conduct CPE credits to CPAs in New York and New Jersey.


Memberships and Affiliations


• American Institute of Certified Public Accountants(AICPA)

• NY, NJ, PA Societies of Certified Public Accountants

• Association of Certified Fraud Examiners (ACFE)

• American Association of Forensic Accountants (AAFA)

• Natural Institute of Certified Estate Planners (NICEP)

• National Association of Realtors (NAR)

• National Association of Public Accountants (NAPA)

• National Society of Tax Professionals (NSTP)


Teaching Positions


CSI School of Business


• Real Estate Courses

• CPA continuing education





• The U.S Tax System (Co-Author)

• 21st Century Family Matters- Tax Editor

• Canarsie Courier- Tax and Financial Editor

• The Tax News- Tax Editor

• The CSI Report- Financial Editor

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Certified Public Accountants

New York & New Jersey