Education

University of Baltimore/1995

Certified Public Accountant

Accredited in Business Valuation (ABV)

Certified Valuation Analyst (CVA)

Accrdited in Business Appraisal Review (ABAR)

Overview

Nathan has extensive experience in complex capital structures for IRC 409A purposes as well as fair value for financial reporting and advises clients and attorneys on valuation issues for estate tax purposes and dispute issues. In addition to valuation work, he has also been qualified as an Expert Witness in litigation matters involving valuation, lost earnings calculations and economic damages. He has been recognized for his ability to clearly communicate the results of his valuation conclusions to management, attorneys and courts of law.

Prior to joining CLA, Nathan lead the Valuation and Litigation Services Group of a 275 person local CPA firm.

Upcoming speaking engagements

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Resources and event materials

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In the community

Current Chairman of the AICPA Business Valuation Committee

Current Co-Chairman of the AICPA FVS Conference Planning Committee

Past Chairman of the Maryland Association of Certified Public Accountants Business Valuation Committee

Author and Contributor to the AICPA Certified Entity and Intangible Valuation (CEIV) Credential learning course.