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Tuesday, May 24, 2016 LiveMiddlesex/Somerset Chapter

Fraud & Forensics (E1605259)

8:15 AM - 12:00 PM EDT

Registration: 7:30 AM EDT

Fairbridge Hotel and Convention Center (formerly Somerset Holiday Inn)

195 Davidson Avenue
Somerset , NJ 08873

4 CPE Credits in AA
New Title - Title changed from A&A to Fraud and Forensics

OVERVIEW

This course will delve into business valuation for gift/estate tax purposes which turns into a very different engagement where the topics turn to the techniques used in uncovering potential fraud.

BENEFITS

Earn 4 CPE credits in Accounting and Auditing.

HIGHLIGHTS

Discussion will include AICPA’s Statement of Standards for Valuation Services (SSVS-1), valuation methods, approaches and discounts as well as the analysis and procedures to be undertaken when the engagement changes and requires forensic analysis to uncover evidence of potential fraud.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$15 late fee applied after 5/22. Season Pass holders must register for each event.

INSTRUCTORS

Roy Kvalo

Roy H. Kvalo, CPA, ABV, CFF,CGMA, CVA

Director Litigation & Valuation Services

The Curchin Group, LLC

Roy H. Kvalo, CPA, Director of Litigation & Valuation Services, The Curchin Group, LLC, Red Bank, NJ. He has more than 20 years experience providing forensic accounting services. Mr. Kvalo is responsible for managing all of Curchin’s litigation and valuation engagements from initial contact to final report and/or expert testimony. He has been involved with numerous matrimonial, commercial litigation cases as well as valuations for estate and gift tax and buy-sell agreements. He has served as a court appointed expert in Monmouth County and has provided expert testimony in matrimonial engagements. Mr. Kvalo has also provided court room consultation in federal court to defense counsel during criminal proceedings. He is a member of the American Institute of CPAs and the New Jersey Society of CPAs. He serves as vice president of the Estate and Financial Planning Council of Central New Jersey. Mr. Kvalo earned a B.A. in accounting from Rutgers University.

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

Print a registration form