Expert in Valuations for Business, Intellectual Property and Tax, Estate and Gift
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
|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|
|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.|
|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.
|Associations / Societies|
|National Association of Certified Valuation Analysts,
New York State Society of CPAs.
|Licenses / Certifications|
Certificate in Microcomputing, Baruch College
|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|
|Expert Witness Experience|
|State. Civil and criminal. Plaintiff and defendant.
Testimony and litigation consulting and support. Depositions.
|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.
|Current existing relationships.|
|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.|