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New Jersey State Chapter

Chapter President: Greg Caruso
Telephone: (410) 507-5441
New Jersey State Chapter Meeting—November 28, 2017

Edison Hilton Garden Inn
50 Raritan Parkway
Edison, NJ 08837

Check-In and Breakfast 7:30 a.m.
Seminars begin at 8:00 a.m.–4:30 p.m.

Registration: Includes breakfast , Lunch, and Light Refreshments $195

7:30–8:00 a.m.: Check-In and Breakfast

8:00–9:40 a.m.: "How to Turn the Practice You Have...Into the Practice You Want!"
Presented by Rod Burkert of Burkert Valuation Advisors

Coffee break and networking

10:10–11:50 a.m.: "Discount for Lack of Marketability" (First hour) and "What the IRS Looks for When Evaluating a Business Valuation Report" (Second hour)
Presented by Michael Gregory of Michael Gregory Consulting, LLC

Lunch break

12:50–1:40 p.m.: "One Twist is All it Takes - Preventing Fraud and Mismanagement In Government"
Joe Petrucelli, Partner at Petrucelli, Piotrowski & Co.

Quick Break

1:50–3:30 p.m.: "Valuation of Cash-Intensive Businesses for Divorce Purposes and Related Forensic Analysis"
Presented by Stacy Statkus, SVP at MPI Business Valuation and Advisory and Jean Han, Partner at Baker Tilly

Quick Break

3:40–4:30 p.m.: "Intangible Assets: Identification and Common Valuation Approaches"
Presented by Joseph C. Hassan, Partner at MPI

For more information about our featured speakers CLICK HERE

8 Hours CPE
Government employee discount available, Contact Greg at to learn more.

If you have questions, Contact: Gregory Caruso: (609) 664-7955 or

Register Now!