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Admitted:
Certified Public Accountant Florida, 1978
Certified Public Accountant - New York, 1978
Education:
City University of New York, 1975
Bachelor of Arts in Accounting and Finance
Areas of Practice:
Accounting services
Estate and gift tax planning
Income tax planning and compliance
Litigation services
Business valuations
Corporate strategic planning
Business consulting
Professional Credentials and Affiliations:
Institute of Business Appraisers, Member
American Institute of Certified Public Accountants, Member
Florida Institute of Certified Public Accountants, Member
New York State Society of Certified Public Accountants, Member
National Association of Securities Dealers Series 6 License
Florida Insurance License Life, Health & Variable Annuity
Professional Experience:
Valuing closely-held businesses and professional practices,
Estate and gift tax valuations,
Analysis of damages and lost profits,
Fraud investigations,
Shareholder dispute valuations,
Transition planning for family owned businesses,
Auditing, tax and general business consulting services,
Provided court testimony in District and Federal courts,
Served as a court appointed trustee and receiver,
Served a term on the Florida Bar Grievance Committee,
Served as an arbitrator for the American Arbitration Association. | 