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 Expert  724580

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


Available for your Consulting and Expert Witness Needs

New York (NY)
USA
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

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.

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annuities

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budget control

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business valuation

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Business Valuation Standards

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capital gains tax

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claim (patent)

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contract bid evaluation

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corporate tax

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corporate tax planning

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cost accounting

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cost analysis

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cost control

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cost engineering

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cost estimation

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cost modeling

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cost reduction

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direct infringement

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economic loss analysis

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forensic accounting

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forensic auditing

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hedge fund

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income tax

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induced infringement

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intellectual fraud

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intellectual property

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labor cost estimation

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legal patenting

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literal infringement

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mutual fund

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non-market valuation

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patent claim construction

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patent infringement

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patent prosecution

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pension fund

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private equity fund

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Quicken

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securities finance

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software product development assessment

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tax incentive

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trademark

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valuation

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value analysis


Show Secondary and Basic Areas of Expertise
Localities:
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;  and Philadelphia, Pennsylvania.

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

Work History:
Years   Employer   Title   Responsibilities

1997 to

 

(Undisclosed)

 

President

 

Valuation, testimony, tax, audit, consulting, training.

to

 

(Undisclosed)

 

Sr. Accountant

 

Securities Industry Attorneys. Broker Dealer compliance work. Tax work for intermediate sized developer of commercial and residential property.

to

 

(Undisclosed)

 

Sr Accountant

 

Fiduciary Accounting and Tax.


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 Internships

With attorneys in Broadcasting and Cable Television Law


Publications:
Publications and Patents Summary

Published Masters Thesis on Estate Tax Freeze and Special Valuation Rules, IRC Code Sections 2701 through 2704


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

Reduction in force in HUD, assigned then to Defense.


Consulting Services:
Selected Consulting Examples:
  • 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.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
State. Civil and criminal. Plaintiff and defendant. Testimony and litigation consulting and support. Depositions. Pretrial preparation.
Recent Litigation Client Requests:
  • Expert for consulting on Forensic accounting.
  • Expert witness in SEC independence rules for consulting on SEC auditor independence rules.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Market Research:
CPA. Member, National Association of Certified Valuation Analysts.

FCC Third Class Radio Operators License with Broadcast Endorsement.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.


Additional Skills and Services:
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.

Supplier and Vendor Location and Selection

Current existing relationships.

Other Skills and Services

Certified Financial Software Consultant and Certified in Point of Sale Software.


 

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