Expert Details

Expert in Valuations for Business, Intellectual Property and Tax, Estate and Gift

Expert ID: 724580 New York, USA

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Expert, CPA, MBA, MST has been appointed as an expert by counsel for both plaintiff and defendant in different cases. He has worked and consulted in both civil and criminal litigation. Expert has testified at trial as an expert. Valuation services include Intellectual Property, business interests, domestic relations, professional practices, forensic accounting, estate and gift, Federal and state tax. Industries include creative, fiduciary/trustee, engineering, entertainment, health, legal, nonprofit, professionals, real estate, securities, software development.


Expert holds eleven certifications from Intuit QuickBooks including five certifications in Point of Sale software. He also holds a software certification from Microsoft, and a Certificate in Microcomputing from Baruch College, CUNY. Expert has built up two businesses from start up and is available to share his competence and experience with you.


Expert was recently appointed as an Honorary Chairman of The Business Advisory Council, and was recently briefly recognized in the print edition of The Wall Street Journal. Expert has also been recently nominated and selected for award for both The Congressional Medal of Distinction, and The Congressional Order of Merit. He has been selected by Cambridge/Empire Whos Who as Professional of The Year for two current years in succession.


Expert's professional firm received an unqualified opinion (e.g., the highest opinion) from the peer reviewer for the most recent review.

Evaluate client data, draft internal report. Testify in court.Evaluate client data, prepare report for counsel to submit to Judge.Software training and consultation customized per industry.Evaluate data, compute valuation of business interest and compute value of intellectual property.Federal and State tax planning and consultation.

Expert may consult nationally and internationally, and is also local to the following cities: New York, New York - Yonkers, New York - Newark, New Jersey - Jersey City, New Jersey - Paterson, New Jersey - Elizabeth, New Jersey - Bridgeport, Connecticut - New Haven, Connecticut - Hartford, Connecticut - Philadelphia, Pennsylvania

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Education

Year Degree Subject Institution
Year: 1994 Degree: MS Subject: Tax Institution: Baruch College, CUNY
Year: 1986 Degree: MBA Subject: Business Admin Institution: Univ of Miami, FL
Year: 1982 Degree: BS Subject: Accounting Institution: Yeshiva Univ, NY

Work History

Years Employer Title Department Responsibilities
Years: 1997 to Present Employer: Undisclosed Title: President Department: Responsibilities: Valuation, testimony, tax, audit, consulting, training.
Years: to Present Employer: Undisclosed Title: Sr. Accountant Department: Responsibilities: Securities Industry Attorneys. Broker Dealer compliance work.
Tax work for intermediate sized developer of commercial and residential property.
Years: to Present Employer: Undisclosed Title: Sr Accountant Department: Responsibilities: Fiduciary Accounting and Tax.

Government Experience

Years Agency Role Description
Years: 1986 to 1987 Agency: US Dept of HUD Role: Auditor Description: Compliance and financial audits. Reviewed work outsourced to other auditors.
Years: 1986 to 1987 Agency: US Defense Logistics Agency Role: Supervisory Accountant Description: Inetrfaced with military officers, Defense Attache and personnel of foreign embassies.


Reduction in force in HUD, assigned then to Defense.

Career Accomplishments

Associations / Societies
National Association of Certified Valuation Analysts,

New York State Society of CPAs.
Licenses / Certifications
CPA,

Certificate in Microcomputing, Baruch College

Professional Appointments
Honorary Chairman, Business Advisory Council of NRCC
Awards / Recognition
Congressional Medal of Distinction by NRCC Chairman Tom Reynolds, MC in New York (MC is Member of Congress).

Nominated for Congressional Order Of Merit and selected for award by Chairman Tom Cole, MC in Oklahoma.

Professional of the Year by Empire/Cambridge Who's Who
Medical / Professional
With attorneys in Broadcasting and Cable Television Law
Publications and Patents Summary
Published Masters Thesis on Estate Tax Freeze and Special Valuation Rules, IRC Code Sections 2701 through 2704

Additional Experience

Expert Witness Experience
State. Civil and criminal. Plaintiff and defendant.
Testimony and litigation consulting and support. Depositions.
Pretrial preparation.
Training / Seminars
Draft and deliver tax seminar for Lorman, Inc.

Conduct in-house QuickBooks training seminars.

Prepare undergraduate course in International Finance for online program for a US based accredited University.
Vendor Selection
Current existing relationships.
Marketing Experience
CPA. Member, National Association of Certified Valuation Analysts.

FCC Third Class Radio Operators License with Broadcast Endorsement.
Other Relevant Experience
Certified Financial Software Consultant and Certified in Point of Sale Software.

Fields of Expertise

annuities, budget control, business valuation, Business Valuation Standards, capital gains tax, claim (patent), contract bid evaluation, corporate tax, corporate tax planning, cost accounting, cost analysis, cost control, cost engineering, cost estimation, cost modeling, cost reduction, direct infringement, economic loss analysis, forensic accounting, forensic auditing, hedge fund, income tax, induced infringement, intellectual fraud, intellectual property, labor cost estimation, legal patenting, literal infringement, mutual fund, non-market valuation, patent claim construction, patent infringement, patent prosecution, pension fund, private equity fund, Quicken, securities finance, software product development assessment, tax incentive, trademark, valuation, value analysis, software intellectual property, domestic relations, international finance, accounting malpractice, annuity insurance, tax planning, actuarial valuation, accounting technology, portfolio, estate, tax, investment, option (finance), dispute, expert witness, initial public offering, accident dispute, patent claim chart, patent claim construction brief, canons of claim construction, patent specification, contributory infringement, econometrics, antitrust, economic market development, merger, business startup, Internet marketing, Internet advertising, market assessment, finance, purchasing, Internet commerce, business intelligence, construction industry, econometric model, manufacturing cost control, manufacturing cost analysis, operation analysis, cost evaluation, direct exchange/uniform communication standard, life-cycle cost, cost model, technical project cost modeling, project cost management, facility appraisal, production cost, Peachtree accounting software, change order cost estimation, facility evaluation, quality cost, patent cost reduction, corporate strategic planning, competitive analysis, project cost control, project cost estimation, project cost engineering, supplier cost reduction, accounting, auditing, computer system cost modeling, medical malpractice evaluation, economics, utility cost analysis, operating cost analysis, operating cost, fixed cost, material cost reduction, product cost reduction, analysis, construction cost estimation, evaluation, business system design, cost-benefit analysis, computer spreadsheet, cost, life-cycle costing, computer system, computer modeling, spreadsheet software, risk assessment, engineering cost, economic analysis, data analysis

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