Expert Details
Valuation Analysis & Forensic Accounting: Divorce, Bankruptcy, Fraud, Partnership Disputes, and Economic Damages
ID: 739771
Maryland, USA
In his current role, he is a Senior Accountant for a business valuation and litigation support company. In this role, he is responsible for preparing business valuations, calculations of economic damages, and providing other consulting services in the areas of accounting and finance. Concurrently, he is an Accountant at his private practice, providing business valuation, litigation support, bookkeeping, and financial statement services. Prior to this, he was a Senior Consultant for KatzAbosch, a leading certified public accounting, tax and consulting firm headquartered in Maryland and serving the mid-Atlantic region. KatzAbosch is ranked among the top 3 locally-based regional accounting firms by the Baltimore Business Journal, as well as ranked among Nation’s Best Accounting Firms to Work For by Accounting Today magazine. The firm provides tax and accounting services including cost segregation studies, business valuations, litigation support, forensic accounting, technology solutions, estate planning and administration, and personal financial planning.
Expert is a Certified Public Accountant (CPA), Certified Management Accountant (CMA), Certified Fraud Examiner (CFE), and Accredited in Business Valuation (ABV). He is also a member of American Institute of Certified Public Accountants (AICPA), Institute of Management Accountants (IMA), and Association of Certified Fraud Examiners (ACFE).
Education
Year | Degree | Subject | Institution |
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Year: 2018 | Degree: BS | Subject: Accounting | Institution: Salisbury University |
Work History
Years | Employer | Title | Department |
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Years: 2022 to Present | Employer: Undisclosed | Title: Senior Consultant | Department: |
Responsibilities:- Manage business valuation and litigation support engagements.- Prepare and review business valuations, calculations of economic damages, and asset-tracing/forensic accounting engagements. - Interview clients and prepared engagement agreements, invoices, etc. |
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Years | Employer | Title | Department |
Years: 2021 to Present | Employer: Undisclosed | Title: Principal | Department: |
Responsibilities:- Manage business valuation and litigation support engagements.- Prepare and review business valuations, calculations of economic damages, and asset-tracing/forensic accounting engagements. - Interview clients and prepared engagement agreements, invoices, etc. |
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Years | Employer | Title | Department |
Years: 2018 to 2021 | Employer: KatzAbosch | Title: Senior Consultant | Department: BVLS |
Responsibilities:- Prepared business valuation reports.- Provided litigation support services. - Performed audits. - Prepared business and individual tax returns. - Interviewed clients. |
Career Accomplishments
Associations / Societies |
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American Institute of Certified Public Accountants Institute of Management Accountants Association of Certified Fraud Examiners |
Licenses / Certifications |
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Certified Public Accountant (CPA) Certified Management Accountant (CMA) Certified Fraud Examiner (CFE) Accredited in Business Valuation (ABV) |