Profession          

CPA = Certified Public Accountant, New York

Credentials

ABV = Accredited Business Valuator (AICPA)

CFF = Certified in Financial Forensics (AICPA)

CVA =Certified Valuation Analyst (NACVA)

AEP = Accredited Estate Planner (NAEP)

CMEA - Certified Machinery & Equipment Appraiser (NEBB)

Education

Westchester Community College; AAS Degree (Accounting) (1967)

Pace University; BBA Degree (Accounting) (1970) 

Professional Experience           

From mid-1970 to mid-1980, I worked in public accounting for various reputable and well known CPA firms. I then started my own Accounting, Tax, Business Valuation, Financial Forensic, and Litigation Support practice.

On August 1, 2007 I became a partner at Citrin Cooperman & Company, LLP. Effective July 1, 2012, I decided to return to private practice and continue to provide business valuation, professional practice appraisal, economic damage calculation, financial forensic, litigation support, tax, and traditional accounting services. I enjoy over 40-years of front line experience in accounting; business, personal, estate and trust taxation; estate, trust, and gift planning; succession planning, and; 20 plus years of experience in the business valuation, professional practice appraisal, economic damage calculation, financial forensic investigation, and litigation support.

With a significant concentration of clientele in the greater New York, New Jersey, and Connecticut metropolitan areas, my firm also provides services to clients nationally. Client representation includes, but is not limited to, medium to high net worth individuals, executives, medical and dental practitioners, attorneys, teachers, and other professionals, producers, entertainers, musicians, creative artists, commercial photographers, real estate owner/operators, investors, traders, auto dealers, restaurateurs, retailers, manufactures, and many other businesses of varying sizes, types and kinds.

Professional Memberships 

National Affiliations:

 *        National Conference of CPA Practitioners (NCCPAP), February 1985

*        American Institute of Certified Public Accountants (AICPA), July 1986

*        Institute of Business Appraisers (IBA), October 1995

*        National Association of Certified Valuation Analysts (NACVA), August 1996

*        National Association of Estate Planners (NAEP), April 2005

*        American Institute of Certified Public Accountants (AICPA)

               . Accredited Business Valuation Division (AICPA-ABV), September 2006

               . Certified in Financial Forensics Division (AICPA-CFF), August 2008

*        Association of Certified Fraud Examiners, Associate Membership, June 2015

*        NEBB Institute 

State and Local Affiliations: 

*        Westchester/Rockland Chapter – National Conference of CPA Practitioners, January 1982

*        New York State Society of Certified Public Accountants (NYSSCPA), August 1986

*        Westchester Chapter – NYS Society of Certified Public Accountants, August 1986

*        Estate Planning Council of Westchester County, August 1988 

*        New York Chapter National Association of Certified Valuation Analysts, March 1999