Expert Details
Valuations for Business, Intellectual Property and Tax, Estate and Gift
ID: 724580
New York, USA
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.
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 |
|---|---|---|---|
| Years: 1997 to Present | Employer: Undisclosed | Title: President | Department: |
Responsibilities:Valuation, testimony, tax, audit, consulting, training. |
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| Years | Employer | Title | Department |
| 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. |
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| Years | Employer | Title | Department |
| Years: to Present | Employer: Undisclosed | Title: Sr Accountant | Department: |
Responsibilities:Fiduciary Accounting and Tax. |
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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