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Tuesday, January 9, 2018 LiveUnion County Chapter

Forensics/Valuation (E1801229)

8:00 AM - 12:00 PM EST

Registration: 7:30 AM EST

Galloping Hill Golf Course

3 Golf Drive
Kenilworth , NJ 07033

4 CPE Credits in AA

OVERVIEW

Start the 2017 year right with this 4 credit hour CPE presentation on forensics and valuation.

BENEFITS

Earn 4 CPE credits in Accounting and Auditing.

HIGHLIGHTS

This presentation is based on an actual matter that evolved from a family dispute centered around theft by a family member actively participating in the business who also happened to be in control of the elements of accounts receivable. Besides illegal activities, the matter escalated into a shareholders' dispute manifesting into a business valuation using fair value standards.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early birds save $15 - late fee will be applied after 1/7. Season Pass holders must register for each event.



To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Martin Abo

Martin H. Abo, CPA, ABV, CVA, CFF

Member

Abo and Company, LLC

Martin H. Abo, CPA/ABV/CVA/CFF is Managing Member of Abo and Company, LLC – Certified Public Accountants. He is co-managing member of Abo Cipolla Financial Forensics, LLC, an affiliate of the core accounting firm exclusively providing expert witness testimony on financial matters and other litigation support services as well as business valuations. Marty has comprehensive experience in individual and corporate financial, business and tax planning. His previous experience includes several years with the tax department and audit staff of a Big Four CPA firm as well as regional firms before he founded the present enterprise. Marty has developed a specific expertise in performing dispute resolution and other consulting services. Clients, as well as the banking, insurance, judicial and legal community, increasingly call upon him to provide technical assistance, arbitration or expert testimony on financial accounting matters, business valuations, structuring buy-ins and buyouts, divorce, estate controversies, insurance claims and other forensic/investigative analysis covering a wide range of topics and industries. He has operated in a supportive capacity to attorneys, judges, adjusters and clients in providing ongoing facilitation in the negotiation and/or litigation process. Marty assists attorneys to strengthen their cases by clarifying language and economic concepts, preparing useful exhibits and reports, and testifying as an expert witness. A graduate of Syracuse University, Marty is an active member and chaired for several years the Litigation Support & Forensic Accounting Interest Group of the New Jersey Society of CPAs. Marty holds the professional designation of Certified Valuation Analyst from the National Association of Certified Valuators and Analysts and has been awarded the designation of ABV, Accredited in Business Valuation, and CFF, Certified in Financial Forensics, by the American Institute of CPAs. Marty volunteers his time and expertise to many other business and professional organizations: he had previously served as a director of a local bank and, 14 times, had been one of 150 participants selected by the S.E.C. from CPAs, lawyers, bankers, venture capitalists and economic development experts, from across the nation for its annual conference on issues of Small Business Capital Formation. He was selected a NJ delegate to the White House Conference on Small Business under two U.S. Presidents while the Small Business Administration had named him “Accountant Advocate of the Year.” For 2014, Philadelphia Publisher SmartCEO selected Marty as “Accountant of the Year” for its prestigious Power Player Awards, along with several highly respected professionals determined to be the impact players that CEOs would count on to help them grow their business. He serves as a Director of Deborah Hospital Foundation; he is an active member and served as a Director of the Society of Financial Service Professionals-South Jersey Chapter; is an active member and served as President of the Estate and Financial Planning Council of Southern New Jersey; is an active member and served as a Director of the Chamber of Commerce of Southern New Jersey; he serves on the Matrimonial Accounting Interest Group of the NJSCPA; and had served as a special advisor to the New Jersey Small Business Development Centers. Marty is a director and treasurer of Exit Planning Exchange-Philadelphia (XPX), whose members include estate planning attorneys, CPAs, investment bankers, wealth management advisors, commercial lenders, executive coaches, M&A attorneys, marketing and management consultants as well as former business owners who now advise fellow business owners on exit planning.

Jerome Newler

Jerome M. Newler, CPA/ CFF

Principal

J M Newler CPA & Co

Jerome M. Newler, CPA/CFF, is the principal of J. M. Newler CPA & Co., with offices in Mountainside and Long Branch. The firm provides financial services to closely held businesses covering a broad spectrum of industries, including financial reporting, tax reporting and compliance; and planning for estates, trusts, individuals, partnerships and corporations. Mr. Newler’s more than 30 years of experience includes a specialization in litigation services covering forensics, business valuations and loss damages as found in disputes emanating from divorce, minority stockholder actions and partnership dissolutions. Mr. Newler has testified extensively as an expert in such matters in his roles as a court-appointed expert, as well as a jointly selected expert and as an advocate.

Mr. Newler has served on committees educating CPAs and members of the bench and bar for more than 25 years. His professional memberships include the NJCPA, the AICPA, the Institute of Business Appraisers, the National Association of Certified Valuation Analysts and the National Society of Public Accountants.

Mr. Newler received a bachelor’s in accounting and marketing from Marquette University. He also majored in economics and international business at New York University’s Graduate School of Business.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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