Jeffrey Urbach, MBA, CFE, CVA, CPA/ABV/CFF
Founding partner, Jeffrey D. Urbach, has many years’ experience in public accounting. He has also been an active educator in the public accounting profession. Jeff served as a full time Lecturer at Rutgers University from 1978 to 1985. He taught and lectured at his MBA Alma Mater, Rutgers Graduate School of Business. Jeff has written and co-authored Continuing Professional Education (CPE) courses in the area of business valuations.
Jeffrey Urbach is nationally recognized lecturer on business valuations. He teaches business valuations and litigation support for the National Association of Certified Valuation Analysts (NACVA). Jeff's credentials meet the stringent requirements to be an IRS Qualified Appraiser for estate and gift valuations. Jeff has valued a wide variety of businesses, professional practices, and Family Limited Partnerships.
Jeff is a NJ Rule 1:40 Court Approved Mediator: Civil, General Equity and Probate and Economic Aspects of Family Law Cases.
To view Jeff's curriculum vitae click here.
Jeff specializes in several estate and trust areas:
- Business valuations for estate and gift tax returns
- Business appraisals for executors and their attorneys for distribution purposes
- Real Estate taxation – assisting fiduciaries and their attorneys with real estate investments
- Calculation of executor, trustee and guardian commissions
- Expert Witness services - probate and commercial disputes involving forensic and/or valuation matters
- Reconstruction of records for court accountings
- Mediation and Collaborative Law
- Shareholder Disputes- Forensic accounting and resolution
- Gifting- Retirement Planning and Buy-Sell Agreements