We are a Professional CPA Firm, situated in Naples, FL. with a satellite office in Miami, providing Business Valuation, Litigation/Dispute Consulting and Forensic Accounting services throughout the State of Florida. We are a results orientated firm. We have been engaged by attorneys throughout Florida in cases involving all types of shareholder actions, contract issues, complex marriage dissolutions, professional malpractice, management fraud, construction delay fraud and many more types of cases. We have also provided comprehensive business valuations for businesses large and small and in all types of industries. We have also performed services in connection with business interruption losses of resorts.
Cohen is an active member of the American Institute of Certified Public Accountants, The National Association of Certified Business Valuators (CVA), the American College of Forensic Examiners (Cr.FA/DABFA) The Florida Bar - Family Law Division (Associate Member), and The Institute of Business Appraisers.
Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:A: Florida CPA, licensed by the Florida State Board of Accountancy-unblemished record. A Certified Valuation Analyst (CVA),by the National Association of Certified Valuation Analysts. A Ccertied Forensic Accountant (Cr.FA/DABFA)by the American College of Forensic Examiners.
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: The Institute of Business Appraisers. The Florida Bar - Family Law Division.
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: To numerous to list;however, recently I was on the panel for The Florida Judges School, teaching business and pension valuations.
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: None.
Q: On how many occasions have you been retained as an expert?
A: In excess of 100 in Florida and selected other states. I have provided trial estimony approximately 15 times and have been certified as an Expert in Collier, Lee, Sarasota, Hillsbough, Dade and Palm Beach Counties in Florida. In addition, I have been Certified as an Expert in the 11th Federal District, Middle District of Florida.
Q: In what percentage of your cases were you retained by the plaintiff?
A: Approximately 50%, including the Petitioner in Marriage Dissolution cases.
Q: In what percentage of your cases were you retained by the defendant?
A: Approximately 50%, including the Respondent in Marriage Dissolution cases.
Q: On how many occasions have you had your deposition taken?
A: Approximately 50.
Q: When was the last time you had your deposition taken?
A: Week of 6/26/2006.
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: Approximately 15.
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: Approximately 15.
Q: For how many years have you worked with the legal industry as an expert?
A: Approximately 12.
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting and Business Valuations; Forensic Accounting; Health Care Finance; Divorce (asset and lifestyle analysis; Restricted Stock and Stock Option Valuations; Wage Loss resulting from wrongful termination.
Q: What is your hourly rate to consult with an attorney?
A: Varies from $125 for staff to $275 or $300 for Stephen E. Cohen
Q: What is your hourly rate to review documents?
A: Varies from $125 for staff to $275 or $300 for Stephen E. Cohen
Q: What is your hourly rate to provide deposition testimony?
A: Varies from $125 for staff to $275 or $300 for Stephen E. Cohen
Q: What is your hourly rate to provide testimony at trial?
A: Varies from $125 for staff to $275 or $300 for Stephen E. Cohen
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Required travel, copycopy and research charges.
References
Mark Silverio, Esq.Silverio & Hall, P.A.
400 Fifth Av.
Naples, FL 34102
239/649-1001
msilverio@silveriohall.com
Carol A. Kartagener, Esq.
Weiss Handler, et al, P.A.
One Boca Place, Ste 218A
Boca Raton, FL 33431
561/997-9995
cak@weissandhandlerpa.com
Michele Cummings, Esq.
Ruden McClosky, et al., P.A.
POBox 1900
Ft. Lauderdale, FL 33302
954/764-6660
michelecummings@ruden.com
Alan Weinstein, Esq.
1800 West Av
Miami Beach, FL 33139
305/534-4666
defense1@bellsouth.net
Joel Walters, Esq.
Walters, Levine et al, P.A.
POBox 1479
Sarasota, FL 34230
941/708-3200
jwalters@waltersleveine.com
