CPA, ABV, CFF, RIA, CGMA
Managing Director
Jeffrey Lieberman is the managing director and founding member of the firm. With 25 years of experience in a broad range of accounting, auditing, business valuation and taxation, he brings his expertise to small and medium-sized businesses as well as individuals and their families.
As a frequent court appointed expert in Passaic, Bergen, Essex and Morris counties, Jeffrey is relied upon for his business valuation and cash flow analyses to achieve settlements in matrimonial disputes. He also acts as a consultant on the purchase and sale of businesses, advises clients in their dealings with banks, brokerage firms and insurance companies, and has been appointed by various clients as trustee or administrator.
Areas of Expertise
Accounting and Auditing
Taxation
Business Valuations (ABV)
Forensic Accounting
Business Consulting
Trusts and Estates
Retirement and Benefit Planning
Divorce Mediation
Professional Designations
Certified Public Accountant licensed in New York and New Jersey
Accredited Business Valuator by the AICPA
Certified in Financial Forensics by the AICPA
Certified Information Technology Professional by the AICPA
Chartered Global Management Accountant by the AICPA
Registered Investment Advisor with the Securities and Exchange Commission
Education
Bachelor of Science in Accounting from the University of Maryland
Professional Associations
American Institute of Certified Public Accountants (AICPA)
New Jersey Society of Certified Public Accountants (NJSCPA)
New York State Society of Certified Public Accountants (NYSSCPA)
New Jersey State Tax Committee (NJSCPA)
New Jersey Association of Private Mediators (NJAPM)
New Jersey Court Approved Rule 1:40 Economic Mediator
Appointed to the Union Center National Bank Advisory Board
