Credentials, presentations, and courses
Professional designations you can trust
The 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
