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Tony Novak  800-609-0683
a passionate advocate for small business success

advice quoted in The Wall Street Journal and Money Magazine

Tony Novak
academic credentials

updated August 2014

Degree programs
Professional certification programs
Non-accredited educational programs
(listed in reverse chronological order)

The biography page contains more information on professional certifications and current or former licenses like CPA, RIA, RFP, etc. that do not involve specific academic qualifications.

Degree programs

Master of Taxation, December 1995 - Villanova University

Masters degree awarded January 1995

  • Business Planning
  • Taxation of Corporations and Shareholders
  • Partnership Taxation
  • Employee Benefits
  • Benefits Aspects of Business Transactions
  • S Corporations
  • Taxation of Property Dispositions
  • Introduction to Taxation
  • Legal Process and Professional Responsibility
  • Qualified Pension and Profit Sharing Plans
  • Tax Accounting
  • Tax Procedure

Master of Business Administration, Finance, January 1985- Temple University

Masters degree awarded January 1985

  • Pension and Profit Sharing Plans / Compensation Planning
  • Tax Planning and Research
  • Intermediate Financial Accounting
  • Management of Financial Institutions
  • Policy Formulation and Administration
  • Legal and Social Environment of Business
  • Marketing System Theory and Operations
  • Nature of Law in Business Decisions
  • Portfolio Theory and Capital Markets
  • Capital Structure of Business
  • Cell Biology
  • Federal Income Taxation
  • Financial Administration of Health Care Facilities
  • Financial Management of Business
  • Real Estate Equity Investment Analysis
  • Operations Management
  • Economic and Financial Environment
  • Fundamentals of Accounting
  • Statistical Analysis
  • Management and Organizational Behavior
  • Microeconomic Analysis
  • Introduction to Computer Programming and Applications

Bachelor of Science, June 1982 - Delaware Valley College

Bachelor of Science degree awarded June 1982

Transcripts of degree programs

Official transcripts or unofficial copies of transcripts for all degree programs are available on request for appropriate purposes.

Professional certification programs

Chartered Healthcare Consultant, (candidate) - The American College

Enrolled as degree candidate January 2012, no current intention to complete

  • Essentials of Health Reform

NAHU Consumer Directed Health Care Professional Certification

Certification issued by the National Association of Health Underwriters, February 2012

Certified QuickBooks ProAdvisor

Certification originally issued by Intuit Corporation in 2006; re-certified for QuickBooks Online in 2013.

Non-accredited education programs

Online coursed completed through Coursera.org, all were recorded lecture only no academic credit or statement of accomplishment:

  • Enhance Your Career and Employability Skills, May 2014, University of London
  • Understanding Media by Understanding Google, May 2014, Northwestern University
  • Inspiring Leadership through Emotional Intelligence, May 2014, Case Western Reserve University
  • Grow to Greatness: Smart Growth for Private Businesses, Part II, March 2014, University of Virginia
  • Disaster Preparedness, Jan 2014, University of Pittsburgh
  • Grow to Greatness: Smart Growth for Private Businesses, Part I, Jan 2014, University of Virginia
  • Critical Perspectives on Management, January 2014, IE Business School
  • Foundations of Business Strategy, January 2014, University of Virginia
  • Major Depression in the Population: A Public Health Approach, November 2013, Johns Hopkins University
  • Design Thinking for Business Innovation, November 2013, University of Virginia
  • Introduction to Environmental Law and Policy, September 2013, The University of North Carolina at Chapel Hill
  • Think Again: How to Reason and Argue, November 2012, Duke University
  • Writing for the Sciences, September 2012, Stanford University
  • Principles of Obesity Management, October 2012, Johns Hopkins University
  • Networked Life, September 2012, University of Pennsylvania
  • Sustainable Agricultural Land Management, March 2013, University of Florida
  • Property and Liability: An Introduction to Law and Economics, March 2013, Wesleyan University
  • Health Policy and the Affordable Care Act, March 2013, University of Pennsylvania
  • Healthcare Innovation and Entrepreneurship, April 2013, Duke University
  • Climate Literacy: Navigating Climate Change Conversations, May 2013, The University of British Columbia
  • English Common Law: Structure and Principles, June 2013, University of London
  • Climate Change, Aug 2013, The University of Melbourne
  • Introduction to Sustainability, August 2013, University of Illinois at Urbana-Champaign
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    Other non-degree programs:

    IRS Federal Income Tax preparation Program, 1995


Opinions expressed are the solely those of the author and do not represent the position of any other person, company or entity mentioned in the article. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. Tony Novak operates as an independent adviser under the trademarks "Freedom Benefits", "OnlineAdviser" and "OnlineNavigator" but is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier. He has no financial position in any stocks mentioned. Novak does work as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to other companies including the companies listed in the articles on this web site.

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