two thousand eight
The list, which was
released in NJBiz Magazine's
in February 25th Issue, ranks companies in each of their
respective fields for the state. Lazar Levine & Felix's
Morristown, NJ office was ranked on the list by number of New
Jersey accountants.
Lazar Levine & Felix Passes PCAOB Inspection
In accordance with the Sarbanes-Oxley Act of
2002, the Public Company Accounting Oversight Board (PCAOB)
conducted an inspection of Lazar Levine & Felix LLP ("LLF") in
October and November of 2007. We are happy to announce that, as
per the draft report received from the PCAOB dated January 14,
2008 "The engagement reviews did not identify any audit
performance issues that, in the inspection team's view, resulted
in the Firm failing to obtain sufficient competent evidential
matter to support its opinion in the issuer's financial
statements."
The
PCAOB, which is sometimes referred to as "Peek-a-boo" is a
private-sector, non-profit corporation created by the
Sarbanes-Oxley Act of 2002 to oversee the auditors of public
companies.
two thousand seven
Jay Goldberg elected as Treasurer of the WWCF
Jay B. Goldberg, CPA, a Partner with the firm
of Lazar Levine & Felix LLP has recently been elected to the
position of Treasurer of the Worldwide Children's Foundation of
New York (WWCF).
Jay Goldberg is a Certified Public Accountant
and Tax Partner with Lazar Levine & Felix LLP and has over
twenty years of diversified experience in taxation. Jay has an
extensive background in managing both the personal and business
matters of professionals in the entertainment, financial,
medical, and legal fields as well as other high net worth
individuals.
Eric J. Barr Elected as President-Elect of the
Jewish Community Housing Corporation
Eric J. Barr, a Partner in the Firm of Lazar Levine & Felix,
LLP, has been elected as the President-Elect of the Jewish
Community Housing Corporation (JCHC) of
West Orange,
NJ as of June 1, 2007. The term lasts one
year and precedes Eric’s three-year term as President of the
organization.
“The JCHC was formed over 25 years ago and continues to make
a profound difference in the lives of the elderly members of our
community, many of whom have special needs.” says Barr, “My
experience with JCHC has been inspiring and deeply rewarding. I
look forward to the opportunity to serve this wonderful
organization and expanding JCHC’s impact on our community.”
Click here to view Eric's full CV OR
to read the full article, click here.
Jeffrey J. Stern Re-elected as President of the NLSSA
We are proud to announce that Jeffrey J. Stern, the Director of
Litigation and Valuation Services of Lazar Levine & Felix LLP
has been re-elected as President of the National Litigation
Support Society of America.
Jeffrey, who is the first President to hold the position
for two consecutive years, will hold the position from June 1,
2007 through May 31, 2008.
Lazar Levine & Felix Expands it's Morristown, NJ
Location
Lazar Levine &
Felix recently expanded its
Morristown,
NJ
office as they combined both their Parsippany, NJ and Morristown, NJ
offices into one location. The office, which is located at 65 Madison Avenue in Morristown, NJ,
now houses about 30 Partners and staff. The approximately 1800
sq. ft. expansion was created to make room for the commercial
litigation department that was formerly located in the
Parsippany, NJ office.
Lazar Levine & Felix
listed among New Jersey’s Top Accounting Firms
The list, which
was released in NJBiz Magazine in February, ranks companies in
each of their respective fields for the state. Lazar Levine &
Felix's Morristown, NJ
office was ranked on the list by number of New Jersey CPAs.
Lazar Levine & Felix,
Morristown,
Announced Staff Additions
Scott Capozzi joined as an audit/tax
semi-senior; Anastasia Korisianos, Smita Patel and Esther
Cho all joined as staff accountants. In addition, the company
Lazar, Lipton Valuation Services, a subsidiary, also announced
staff changes: Joseph McNulty joined as director; Ronen Meishar
and Joan Moh joined as associates.
two thousand six
Baruch College to dedicate the Mel
F. Lazar and Leona Weiss Lazar Lecture Hall
(pdf attached)
In acknowledgement of the couple’s commitment to ensuring that
Baruch “continues to attract high-quality faculty and also
ensure that working-class families have a first-class
education”, this summer Baruch College will be dedicating the
Melvin F. Lazar and Leona Weiss Lazar Lecture Hall.
Ted Felix and Moshe Levitin Featured in Accounting
Today
Ted Felix and Moshe Levitin are featured in AccountingToday’s
feature article “Sherlock Holmes enters accounting” discussing
various perspectives on the growing niche of forensic accounting
and how CPAs should be more proactive in fraud prevention.
http://www.webcpa.com/article.cfm?articleid=20019
two thousand five
NYSSCPA Toys for Tots Drive
Firm
partners Henry Guberman, Neal Weisbrod, Nazeleen Sataur, Michael
Dinkes, James Grimaldi, Kiki Bielory and Director of First
Contact, Deia Watts are featured in December issues of the
Trusted Professional and on the Suffolk Chapter web page as one
of the participating firms in the NYSSCPA Toys for Tots drive.
http://www.nysscpa.org/chapters/suffolk/toydrive.htm
New York Times’
story on A.I.G. and Starr International mentions audit by Lazar Levine & Felix
LLP.
View full article here:
A.I.G. and Related Insurer Set to Fight for Big Liability
Lazar Levine & Felix LLP
2005-2006 Tax Planning Guide
Available NOW!
Experience has shown that tax planning should be a year-round
activity. Lazar Levine & Felix is pleased to announce the
arrival of a pocket tax planning guide that will help businesses
and individuals navigate through recent changes to the complex
U.S. tax system.
This handy guide offers updates on:
• Tax law changes
• Deductions
• Family and education considerations
• Investing
• Business
• Retirement
• Wealth Management
Copies
can be obtained from any LLF tax professional and additional
copies are available for staff, clients, family members and
other interested parties on request.
Careful planning and the assistance of an
experienced professional tax advisor helps ensure that the
appropriate level of taxes are paid. Copies can be obtained by
emailing
info@lazarcpa.com
In a recent issue of Trusted Professional,
Lazar Levine & Felix LLP takes a
candid look at new City and State tax incentive packages which
were passed to encourage making filing in New York much more
attractive.
For
more Information follow the link below.
http://www.nysscpa.org/printversions/tp/505a/article5.htm
two thousand four
Lazar Lipton Valuation Services, LLC featured to speak at the
New York State Bar Association
Joan Lipton, CPA/ABV, Ph.D. and Henry B.
Guberman, CPA/ABV, CFE, DABFA of Lazar Lipton Valuation
Services, LLC, the affiliate of Lazar Levine & Felix LLP, will
be speaking at the New York State Bar Association Basic
Matrimonial Practice in New York City on Tuesday, October 5,
2004.
For
more information or to register, please call 800-582-2452 or go
to
www.nysba.org/cle/fall2004
Moshe Levitin, CPA Speaks at NYSSCPA Event
In
August 2004, Moshe S. Levitin, CPA, MBA, a Principal of Lazar
Levine & Felix LLP and a Director of the firm’s SEC Practice
Group and its litigation services department, will hold a series
of seminars sponsored by the NYSSCPA on “The Sarbanes-Oxley Act:
The CPA’s Guide to Implementing Its Requirements.”
He will give
a thorough overview of: new internal control attestation and
reporting requirements, latest information on PCAOB activities
and rulemaking, disclosures that the SEC expects and
opportunities for CPA firm practice development. The dates are:
For
more information, please visit the NYSSCPA website at
www.nysscpa.org.
Lazar Levine & Felix LLP hosted two SEC Seminars
Lazar Levine & Felix LLP hosted two SEC seminars geared to
business executives and CFOs on Section 404 Compliance under
Sarbanes-Oxley. The first seminar, titled "Do You Have Enough
Time and Sufficient Resources to be in Compliance with Internal
Controls Over Financial Reporting Under Sarbanes-Oxley" was
hosted with Carter Ledyard & Millburn LLP, a Wall Street law
firm at the forefront of assisting companies with Sarbanes-Oxley
compliance. Moshe Levitin, CPA, a Principal of Lazar Levine &
Felix LLP and Raphael Grunfeld, Esq., a Partner of Carter
Ledyard & Millburn LLP presented an introduction to a cost
effective route to Section 404 Compliance. The second seminar,
titled "Audit Committee Requirements and Compliance with
Internal Controls Over Financial Reporting Under
Sarbanes-Oxley", was hosted with Kramer, Coleman, Wactlar &
Lieberman, P.C., a firm representing more public companies than
other firm on Long Island. Moshe Levitin, CPA, a Principal of
Lazar Levine & Felix LLP and Nancy Lieberman, a Partner of
Kramer, Coleman et al. presented and overview of SEC, NYSE and
Nasdaq requirements for audit committees.
"Lazar Levine & Felix forums account for student success" as
quoted from the Baruch AlumiNews. For the complete article
follow the link below.
Baruch Alumi News
Ted Felix was elected to the
Board of Directors
Ted Felix
was elected to the Board of Directors of the 100 Club, a New
York City business networking organization. Recently he was
sworn in as an honorary fire chief by the New York State
Fire Chief's Association.
Ted Felix was re-elected to
the Board of Governors
Ted Felix
was re-elected to the Board of Governors of the MetroWest
Jewish Community Centers in New Jersey.
Lazar Levine & Felix Listed on
"Best of the Best" List
Lazar Levine & Felix, LLP has been listed as one of 25 public accounting firms to earn the distinction of
the 2001 "Best of the Best" as declared by Bowman's Accounting
Report.
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