Mark S. Gottlieb
Adjunct Professor of Law
Phone: 646-661-3800
Fax: 646-661-3801
[email protected]
With over 30 years of experience, Mark S. Gottlieb is an accomplished forensic accounting and business valuation specialist with expertise in record reconstruction and litigation support. Mr. Gottlieb is recognized for the meticulous preparation and comprehensive research he brings to all of his professional engagements. Since forming MSGCPA, Mr. Gottlieb has lead a team of highly qualified professionals in conducting forensic accounting examinations, independent business and professional practice valuations, and a continuum of financial and economic analyses. He is frequently appointed by the court to provide these services and expert testimony. Mr. Gottlieb has also lectured extensively to many government agencies and professional organizations on accounting, tax, economic development and valuation/appraisal issues. Previously, Mr. Gottlieb was employed by the international accounting and consulting firms of PriceWaterhouseCoopers (formally Coopers & Lybrand) and Ernst & Young (formally Ernst & Whinney).
Education
Bachelor of Business Administration in Accounting – Adelphi University (May 1983)
Master of Science in Taxation – Long Island University (May 1993)
Mailing Address
Fordham University School of LawLegal Writing Program
150 West 62nd Street, Room 7-175
New York, NY 10023
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State of New York Grievance Committee for the Tenth Judicial District – Committee Member (2015 to Present)
Brandeis Association Scholarship Fund – Treasurer (2015 to Present)
New York State Society of Certified Public Accountants – Business Valuation Committee Member (2013 to Present)
New York State Society of Certified Public Accountants – Litigation Support Committee Member (2013 to Present)
Institute of Business Appraisals – Education Board (2011 to 2012)
New York State Society of Certified Public Accountants – Mediation and Arbitration - Committee Member (2002)
Five Towns Community Chest – Treasurer (2001)
Bar Association of Nassau County – We Care Fund (2000 to 2010)
Great Neck Chamber of Commerce (2000 to 2002)
Great Neck Lawyers Association (1999 to 2002)
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New York Law School, Adjunct Professor (Fall 2003 to Fall 2006)
European School of Economics, Adjunct Professor (Fall 2006)
Pace University, Adjunct Professor (Summer 1997)
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American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
National Association of Certified Valuation Analysts
Institute of Business Appraisers
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June, 2016 Business Valuation: Litigation, Arbitration and Mediation Strategies for Getting the Right Price
New York County Lawyers’ Association, New York, New YorkJune, 2016 Finding the Money – What Divorce Attorneys Should Know
Rockland County Bar Association, New City, New YorkMay, 2016 Advanced Risk Issues in Business Valuations
New York State Society of CPAs, New York, New YorkApril, 2016 Advanced Risk Issues in Business Valuations
American Society of Appraisers – Philadelphia Chapter, Plymouth Meeting, Pennsylvania
2015
November, 2015 Advanced Risk Issues in Business Valuations
Business Valuation Resources, WebinarOctober, 2015 Finding Hidden Treasures in Tax Returns
Certified Divorce Financial Analyst Annual Conference, New York, New YorkMarch, 2015 Finding Hidden Treasures in Tax Returns
Rockland County Bar Association, New City, New York2014
October, 2014 Forensic Accounting & Income Tax Issues Related To Divorce
New York Society of Independent Accountants, Elmsford, New YorkJune, 2014 Forensic Accounting in A Litigation Environment
Brooklyn Bar Association, Brooklyn, New York
April, 2014 Introduction to Business Valuation
University at Albany, Albany, New YorkFebruary, 2014 Fundamentals of Business Valuation
Rockland County Bar Association, New City, New YorkJanuary, 2014 Lifestyle Analysis in Matrimonial Actions
New York City Bar Association, New York, New York2013
September, 2013 Lifestyle Analysis in Matrimonial Actions
Rockland County Bar Association, Rockland, New York
2012June, 2012 Financial Boot Camp for Matrimonial Attorneys
Melville Marriott Long Island, Melville, New YorkMarch, 2012 Divorce Attorney’s Guide to Reading Financial Statements
Mark S. Gottlieb, CPA, PC Great Neck, New YorkJanuary, 2012 Hot Issues in Valuing Businesses for A Divorce
Collaborative Divorce Attorneys of Fairfield County, Stamford, Connecticut2010
October, 2010 Lifestyle Analysis in Matrimonial Actions
Fairfield County Bar Association, Stamford, ConnecticutSeptember, 2010 Lifestyle Analysis in Matrimonial Actions
Brooklyn Bar Association, Brooklyn, New York2007
July, 2007 Valuing Closely Held Businesses
National Business Institute, State Bank of Long Island, Melville, New YorkJune, 2007 The Forensic Accountant's Role In Divorce Engagements
Pace University Law School, White Plains, New York2006
December, 2006 Valuing a Law Practice
Nassau County Bar Association, Mineola, New York
2005October, 2005 Forensic Accounting for Business Appraisers
International Business Brokers Association Incorporated, Las Vegas, Nevada2003
December, 2003 Forensic Accounting Opportunities for CPAs
Tax & Accounting Institute, Brookville, New YorkOctober, 2003 Forensic Accounting: An Overview for the Practicing Attorney
Nassau County Bar Association, Mineola, New YorkOctober, 2003 Forensic Accounting: An Overview for the Practicing Attorney
Suffolk County Bar Association, Hauppauge, New YorkSeptember, 2003 Forensic Accounting: An Overview for the Practicing Attorney
Brooklyn County Bar Association, Brooklyn, New YorkSeptember, 2003 Forensic Accounting: An Overview for the Practicing Attorney
Queens County Bar Association, Jamaica, New York2002
September, 2002 Appraising Law Firms
New York State Society of CPAs, New York, New YorkMay, 2002 Appraising Law Firms
Nassau County Bar Association, Mineola, New York2001
December, 2001 Business Valuations for Estate & Gift Tax
Tax & Accounting Institute, Brookville, New York1990 – 2001 Small Business Tax Workshop
Internal Revenue Service1990- 2001 Tax Workshop
New York State Department of Taxation and Finance, Albany, New York1990 – 2001 Self-Employment Program Training
New York State Department of Labor, Albany, New York1999
November, 1999 Valuing Professional Practices and Licenses
Richmond County Bar Association, Staten Island, New YorkOctober, 1999 Entrepreneurial Assistance Program
Brooklyn Economic Development Corporation, New York, New YorkSeptember, 1999 Methods of Valuing a Business
Business Outreach Center, Corona, New YorkMarch, 1999 Business Valuations for Estate & Gift Tax
Nassau County Bar Association, Mineola, New YorkMarch, 1999 Getting Down For Business Forum
New York City Department of Business Services, New York, New YorkFebruary, 1999 Advanced Issues of Managed Care & What It Means to Physicians Practicing in New York
SouthShore PPO Incorporated, Woodmere, New YorkFebruary, 1999 All about Appraisals: An Aid for Litigators
Suffolk County Bar Association, Hauppauge, New York -
June, 2016 Discretionary Expenses in Business Valuations
April, 2016 Dealing with Fraud: A Simple Four Step System
April, 2016 A Business Valuation Analysis Can Help Increase the Value of Your Business
February, 2016 Valuing Covenants Not to Compete
2015April, 2015 Types of Fraud in Business
February, 2015 Estate Tax Strategies for Second Marriages
February, 2015 5 Services Forensic Accountants Provide During a Matrimonial Dispute That May Surprise You
February, 2015 Hidden Taxes in Divorce
January, 2015 Why You Should Farm Out Business Valuation to Specialty Firms
2014
November, 2014 Cross-Examining a Financial Expert – Part 1
October, 2014 Understanding Risk in Business Valuation
October, 2014 Transfer Pricing and Related Valuation Issues
October, 2014 Top 10 Thing Attorneys Need at the Start of Matrimonial Action
October, 2014 Lifestyle Analysis
October, 2014 Goodwill Impairment Testing
October, 2014 Hidden Treasures in Tax Returns
October, 2014 A Guide of Fairness Opinions
October, 2014 Identifying Business Perks
October, 2014 Imputed Income: Definition, Calculation, and Evidence
October, 2014 The Fraud Triangle
October, 2014 Calculating Economic Damages
September, 2014 Cash Businesses and Divorce
September, 2014 Normalizing Owners’ Compensation in Business Valuation
March, 2014 Using Business Valuation Experts to Your Best Advantage in Divorce
March, 2014 A Panel Discussion on Proposed Maintenance Guidelines.
February, 2014 Uncovering & Understanding Hidden Fees in a 401(k) Plan with Miriam Schindel, Esq.
February, 2014 An Attorney’s Guide to Same-Sex Marriage Tax Issues.”
2013
February, 2013 An Attorney’s Guide to Understanding Business Valuation Standards
March, 2013 Using Business Valuation Experts to Your Best Advantage in Divorce2011
September, 2011 An Attorney’s Guide to the Recent IRS Changes Regarding Innocent Spouse Relief
March, 2011 Valuing Small Businesses
February, 2011 The Joint Appraiser's Role in a Divorce Action
February, 2011 Valuation Issues in the Bankruptcy Process
January, 2011 8 Minefields Attorneys Should Avoid Before Presenting Your Valuation Report to the Court
January, 2011 Fraud in the Workplace
2010
December, 2010 Cliff Lee's Earnings Capacity Is At Its Peak. Would He Be Able to Keep It All If He Divorced In New York?
November, 2010 An Attorney’s Guide To Divorce-Related Tax Issues
October, 2010 New York State's New Legislation Impacts the Financial Concerns of Family Law
September, 2010 Determining Lost Profit v. Lost Business from the Financial Expert's Perspective
August, 2010 Hiring a Forensic Expert Early in a Lost Profits Case Yields High Dividends
July, 2010 Finding Hidden Treasures in Tax Returns
July, 2010 The Honorable Sondra Miller's Take on No-Fault Divorce
June, 2010 New York State Senate's Democratic Majority Passes Legislative Package to Approve No-Fault Divorce
June, 2010 Panel of Experts Discuss New York State’s Current Legislation to Develop
April, 2010 Major Changes in New Jersey’s Palimony Law
April, 2010 Madoff Scam Hits Divorce Court
April, 2010 Proposed Changes to Federal Rule of Civil Procedure 26April, 2010 Merger and Acquisition Disputes in Challenging Economic Times
March, 2010 Parenting Plans Considerations When Divorcing
March, 2010 Defining Fair Value in Shareholder Disputes
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Accounting
Anesthesiology
Audio & Video Postproduction
Check Cashing
Commercial Construction
Day Camp
Drug Stores
Drug Testing
eBay
Electrical ContractingExecutive Recruiting
Grocery Stores
Healthcare Administration
Home Health Care
Jewelry – Retail
Landscape Counseling
Laundromat
Medical & Diagnostic Laboratories
Metal ServicesPhysician
Refrigerated Warehousing
Security
Specialty Food
Steel
Ticket Brokerage
Youth Athletics
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November, 2014 8 Minefields to Avoid before Presenting Your Valuation Report to the Court Cross Examining a Financial Expert
November, 2014 Valuation Issues in the Bankruptcy Process
October, 2014 Identifying Business Perks
October, 2014 An Attorney’s Guide to Understanding Business Valuation Standards
September, 2014 Normalizing Owners’ Compensation in Business Valuation
September, 2014 Why You Should Farm Out Business Valuation to Specialty Firms
February, 2014 Understanding Risk in Business Valuation
December, 2013 Valuing Small Businesses
August, 2008 Understanding Risk in Business Valuation Study
Economic Damages
November, 2014 Hiring a Forensic Expert Early in a Lost Profits Case Yields High Dividends
October, 2014 Calculating Economic Damages
Financial Advisory
October, 2014 Transfer Pricing and Related Valuation IssuesOctober, 2014 Goodwill Impairment Testing
February, 2014 A Guide to Fairness Opinions
December, 2013 Merger and Acquisition Disputes in Challenging Economic Times
November, 2011 An Attorney’s Guide to Fairness Opinion
September, 2011 IRS Job Aid Resource Guide
June, 2011 Uncovering & Understanding Hidden Fees in a 401(K) Plan with Miriam Schindel, Esq.
Forensic Accounting
October, 2014 Fraud in the Workplace
June, 2014 Determining Lost Profit v. Lost Business from the Financial Expert’s Perspective
Matrimonial & Divorce
December, 2014 Estate Tax Strategies for Second MarriagesDecember, 2014 Hidden Taxes in Divorce
November, 2014 5 Litigation Services Forensic Accountants Provide During a Matrimonial Dispute That May Surprise You
October, 2014 A Practical Resource for all Matrimonial Attorneys – In 3 Parts
October, 2014 Top 10 Things Attorneys Need at the Start of Matrimonial Action
September, 2014 Cash Businesses and Divorce
February, 2014 Using Business Valuation Experts to Your Best Advantage in Divorce
February, 2014 An Attorney’s Guide to Divorce-Related Tax Issues
February, 2014 The Joint Appraiser’s Role in a Divorce Action
December, 2013 Enhanced Earnings Capacity
December, 2013 An Attorney’s Guide to Same-Sex Marriage Tax Issues
December, 2013 An Attorney’s Guide to the Recent IRS Changes Regarding Innocent Spouse Relief
June, 2012 An Attorney’s Guide to Enhanced Earnings Capacity Part 1
February, 2012 Joint Appraisers Role in a Divorce Action
January, 2012 Same-Sex Marriage Tax Consequences
November, 2011 Innocent Spouse Relief
September, 2011 Matrimonial Resource Guide
July, 2011 Attorney’s Guide to Divorce Related Tax Issues
December, 2010 Cliff Lee’s Earnings Capacity Is At Its Peak. Would He Be Able to Keep It All If He Divorced in New York?
October, 2010 New York State Senate’s Democratic Majority Passes Legislative Package to
July, 2010 The Honorable Sondra Miller’s Take on No-Fault Divorce
April, 2010 Major Changes in New Jersey’s Palimony Law
March, 2010 Parenting Plans Considerations When Divorcing
January, 2010 Madoff Scam Hits the Divorce CourtDecember, 2008 Sample Lifestyle Analysis Report
January, 2008 Finding Hidden Treasures in Tax Returns
Shareholder Disputes
October, 2014 The Fraud TriangleOctober, 2014 Imputed Income: Definition, Calculation, and Evidence
September, 2014 Farming Out Business Valuation to Specialty Firms
January, 2010 Defining Fair Value in Shareholder Disputes
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June 1, 2011 Understanding Risk in Business Valuation
Financial AdvisoryDecember 3, 2010 An Attorney’s Guide to Cross Examining Financial Expert Witnesses with Mark H. Sobel, Esq.
June 29, 2010 Uncovering & Understanding Hidden Fees in a 401(K) Plan with Miriam Schindel, Esq.
April 22, 2010 Whistleblower Claims with Ellen August, Esq.
Divorce & Matrimony
June 1, 2011 Finding Hidden Treasures in Tax Returns - Related to the Divorce Process
May 12, 2011 Divorce Mediation with Alan S. Rubenstein, Esq.
October 19, 2010 2010 Changes to New York Divorce Laws with Henry Berman, Esq.
June 29, 2010 NYS Senate Approves Legislation to Permit No-Fault Divorce with the
May 12, 2010 New Palimony Law in New Jersey with Stephanie Hagan, Esq.
March 23, 2010 Divorce During an Economic Downturn with Sherri Donovan, Esq.
March 19, 2010 Initial Documents for a Divorce with Eric Broder, Esq.
March 6, 2010 The Madoff Mess Hits Divorce Court with Eric Solotoff, Esq.
March 6, 2010 Parenting Plans with Leonard G. Florescue, Esq
January 25, 2010 Prenuptial Agreements-Financial Considerations for Attorneys
Shareholder Disputes
March 23, 2010 NJ Bar Looks to Modify LLC Act With Daniel Gielchinsky, Esq.
March 6, 2010 Fair Value with Peter Mahler, Esq.
Economic DamagesApril 9, 2010 Determining Economic Damages
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January 4, 2012 IRS Eases Restrictions on ‘Innocent Spouse’ Tax Cases by Tim Grant
Pittsburgh Post-GazetteAugust 30, 2007 Jewelers Post Same-Store Sales, Earnings by David Koenig
Associated PressAugust 30, 2007 Tiffany, Zale Report Profits, Earnings by David Koenig
Associated PressJuly 13, 2007 Accountants: Always Check the Claims by Carrie Mason-Draffen
NewsdayJanuary 21, 2007 Accountants in Demand, Companies are Hungry for Qualified Candidates as Government Rules Keep Numbers-Crunchers Busy by Carrie Mason-Draffen
Newsday, pp. F6July 27, 2003 Tracking Down Wrong Numbers - Forensic Accountants Are Increasingly On the Case Uncovering Corporate Misdeeds by Carrie Mason-Draffen
Newsday, pp. F4June 12, 2000 Accounting for Tastes: Firms Vary the Mix by Laurie Joan Aron
Crain’s New York Business, pp. 26September 28, 1998 Accountant’s New Practices Put Price on Businesses by Susan Kleinman
Crain’s New York Business, pp. 14
September 1, 1997 Network Strives to Rebuild Industrial Base by Michael Hirsch
Crain’s New York Business, pp. 16March 10, 1997 No ifs, ands or UBTs in City? Mayor Wants to Curb Tax by Cara S. Trager
Crain’s New York BusinessDecember 9, 1996 Simple Plan May Lead to Easy St. by Lisa Goff
Crain’s New York BusinessOctober 7, 1996 Citi Banks on PC Product to Lure Small Businesses by Frederick Gabriel
Crain’s New York BusinessSeptember, 1996 By Setting up Spending Plan, Owners Can Cash in on Success by Lisa Goff
Crain’s New York BusinessJuly 29, 1996 Chase Slashes Banking Fees for Small Business by Frederick Gabriel
Crain’s New York BusinessJune 10, 1996 Banks See Fall Off in Small Firm Loans by Frederick Gabriel
Crain’s New York BusinessFebruary, 1996 What’s the IRS Holdup? by Patricia M. Carey
Home Office Computing, pp. 38February, 1996 Don’t Rush To Spend Windfall by Lisa Goff
Crain’s New York BusinessOctober 2, 1995 BONY Breaks Big Push to Lure Small Business by Frederick Gabriel
Crain’s New York BusinessJuly 24, 1995 IDing Contractors and IRS Obsession by Patricia M. Carey
Crain’s New York BusinessJuly 24, 1995 Outfits Ride Coattails of Acquisition Fever by O.P. Malik
Crain’s New York BusinessMarch, 1995 When Firms Sit on Tax They Cross a Fine Line by Matthew Flamm
Crain’s Small Business, pp. 4, 16April 3, 1992 Starting Your Own Business by Caryn Eve Murray
Newsday, pp. 29 -
March, 1997 The Morning Show
Mr. Gottlieb was interviewed to discuss Mayor Rudy Giuliani’s proposal to curb the New York City Unincorporated Business Tax.June, 1995 Bloomberg Morning News, June 1995
Mr. Gottlieb was interviewed to discuss whether a balanced budget or tax cut would best stimulate the economy.