| Date |
Location |
Speaking Topics |
Sponsor |
| July, 06 |
NYC |
Business Valuation
and Sales Issues of a Closely Held Business |
Foundation for
Accounting Education |
| May, 05 |
Buffalo |
Mergers &
Acquisitions - Mid Market Companies |
Erie County Bar
Assoc.,
NYS Society of CPAs,
Risk Mgmt. Assoc. |
| June, 04 |
NYC |
Business Valuation Discounts and
Update |
NYS Society of
CPAs |
| July, 03 |
NYC |
Valuation and Issues Related to
the Sale and Transfer of a Business Interest |
NYS Society of
CPAs |
| May, 03 |
Buffalo |
Valuation and Issues Related to
the Sale and Transfer of a Business Interest |
UB Center for
Entrepreneurial Leadership |
| Aug, 02 |
NYC |
Business Valuation in an Estate &
Gift Context |
Foundation for
Accounting Education |
| July, 02 |
NYC |
Current and Future Business
Valuation Issues |
Foundation for
Accounting Education |
| March, 01 |
Buffalo |
Business Valuation Issues for
Estate Planning Professionals |
Estate Analysts of Western New York |
| Jan., 01 |
NYC |
Discounts Update in an
Estate/Gift Tax Context |
NYS Society of
CPAs |
| June, 00 |
Brookville |
Advanced Business Valuation
Issues |
Long Island
University School of Accountancy |
| April, 00 |
Buffalo |
Business Valuation Issues in
Succession Planning |
WNY Family
Enterprise Forum - Alfred University |
|
Publications |
| 2006 |
Acknowledged Contributor to
The Advisor's Guide to Family Business Succession Planning |
American Institute of CPAs |
| May 27, 05 |
Estate Planning and Sale of
Businesses |
Buffalo Business First |
| May, 00 |
Fair Market Value In Business
Valuation For Tax Purposes |
CPA Journal |
| July, 97 |
Buy/Sell Agreements and Their
Impact on Valuation |
CPA Journal |