About Us

Credentials, presentations, and courses

Professional designations you can trust

tempThe letters after my name indicate certifications I’ve earned by passing tests, completing a certain number of training hours, and/or required business experience.

The credentials I use most often are those that can make you feel confident that when you call us, you'll get complete discovery of the financial truth, plus useful presentation of all information:

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Certified in Financial Forensics (CFF)
  • Fellow, American College of Forensic Examiners Institute (FACFEI)

Professional associations: presentations

I’m honored that a number of professional groups have invited me to speak to their members. Among them:

  • American Academy of Matrimonial Lawyers
  • Nassau County Bar Association
  • Suffolk County Bar Association
  • Association of Certified Fraud Examiners, Long Island Chapter
  • New York State Council on Divorce Mediation
  • Academy of Professional Family Mediators
  • National Conference of CPA Practitioners
  • International Baking Industry Exposition (IBIE)—a joint venture of the American Bakers Association, BEMA (a bakery-industry-related trade association), and the Retail Bakers of America

Talks to various organizations:

  • Business Valuation: What Every Mediator Needs to Know
  • Interview of a Propertied Spouse: Forensic Accounting Issues
  • Tax Aspects of Divorce
  • Damages: Discovery and Recovery
  • Business Valuation: What Every Lawyer Needs to Know
  • Business Valuation: What Every Financial Planner Needs to Know
  • Embezzlement: What? Who? Why? How? Detection. Prevention (3-part series)
  • Holistic Business Planning for Greater Profit and Wealth
  • Tax Planning for the High Income Executive
  • Court Cases of the Month: at professional meetings
  • Divorce Settlement: Not All Assets and Income Are Created Equal
  • Embezzlement
  • What to Look For in a Tax Return

Continuing Legal Education Courses

Presenting Continuing Legal Education courses also enables me to stay up-to-date on all of the issues involved in Forensic Accounting. Some courses I’ve presented:

  • Business Valuation Terms and Concepts
  • Business Valuation Rules of Thumb
  • When to Prepare a Lifestyle Report
  • What to Look For in a Tax Return
  • Tax Aspects of Settlements
  • Claims of Separate Property and Statements of Net Worth