Ted M. Felix, CPA, MBA, DABFA

 tfelix@lazarcpa.com ●  Download vCard

Ted M. Felix is managing partner of Lazar Levine & Felix LLP with offices in New Jersey and New York City. In addition to his SEC audit partner responsibility, he is in charge of the firm’s Litigation Support and Valuation practice. He has been and is presently engaged by attorneys and others as an expert in numerous forensic accounting and litigation support engagements.

Prior to joining Lazar Levine & Felix LLP he held positions with several CPA firms and was most recently a senior partner in a regional CPA firm. He also held the position of Director of the Quality Control Review Division of the American Institute of Certified Public Accountants.

Mr. Felix completed a two-year term as a trustee of the New Jersey Society of Certified Public Accountants charged with overseeing Quality Control, Quality Review, Professional Ethics and other Technical activities, and a one-year term as a Vice President of the Society. He has served as a member of the Quality Enhancement Committee of the New Jersey State Board of Accountancy, the Peer Review Committee of the Private Companies Practice Section and the SEC Practice Section Nominations Committee of the American Institute of CPAs Division for CPA Firms. He has served as a member of the Board of Directors of the International Group of Accounting Firms and chaired its Continuing Professional Education Committee. Ted has held various positions in professional societies in the past.

Ted is a co-author of the well known Warren Gorham & Lamont, Research Institute of America, seven volume looseleaf and web service SEC Compliance – Financial Reporting and Forms. He has written and lectured on the subject of Quality Control and Peer Review of CPA firms and has chaired a number of peer review teams for the AICPA and the International Group of Accounting Firms. He has authored articles for The Practical Accountant, CPA Journal, The Practicing CPA, The Micro Manager, Business, and The PCPS Reporter. He has appeared on the CPA Report video in the Litigation Support section.

Mr. Felix is a member of the Board of Governors of the United Jewish Centers of MetroWest, where he has chaired the Budget and Finance Committee. He has been designated as being ranked in the top 20% of the Gerson Lehrman Group Councils, and is enrolled in the Gerson Lehrman Group Scholars program. He was recently appointed to the Valley National Bank’s Professionals Group Advisory Council. Ted has served as a member of the Board of Governors of the Jewish Federation of MetroWest New Jersey. He has served as a member of many other community group not-for-profit organizations. He has also served as a member of the Board of Directors of Venture Match of New Jersey. Ted is a Certified Public Accountant in New Jersey and New York and received his Bachelor of Science and Master of Business Administration degrees from Long Island University, New York. He has also been an Adjunct Professor of Accounting at Rutgers University, New Brunswick, New Jersey and Ocean County College, Toms River, New Jersey. He is a member of The American College of Forensic Examiners, and is a Diplomate of the American Board of Forensic Accounting. He also has a biography in Who’s Who in America, Who’s Who in the East and Who’s Who in Finance and Industry.

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