Stacey D. Udell, CPA/ABV/CFF, ASA, CVA

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Stacey Udell, a Partner in Gold Gerstein Group LLC, specializes in valuation, forensic accounting, economic damages, and litigation support services. Her experience includes valuations of businesses and professional practices for purposes of estate and gift tax planning and compliance, divorce, business succession planning, and mergers and acquisitions.   Additionally, she has prepared damage study reports in connection with stockholder, insurance claims, and lost profits litigation, as well as reports in connection with bankruptcy proceedings utilized by the courts and trustees.

In addition to the above, Ms. Udell provides accounting and tax services for closely-held and family businesses including financial statement preparation, business and personal income tax planning and compliance, estate and business succession planning.

EDUCATION:

  • University of Delaware, Bachelor of Science in Accounting – 1993

CREDENTIALS:

  • Certified Public Accountant (CPA) licensed in New Jersey
  • Accredited in Business Valuation (ABV) – 1998 to present
  • Certified in Financial Forensics (CFF) – 2008 to present
  • Certified Valuations Analyst (CVA) – 1997 to present
  • Accredited Senior Appraiser (ASA) – 2007 to 2014

PROFESSIONAL AFFILIATIONS:

  • American Institute of Certified Public Accountants (AICPA)
    • Named Co-Chair – 2016 and 2017 Forensic and Valuation Services Conferences
    • Vice Co-Chair – 2015 Forensic and Valuation Services Conference
    • Committee Member – 2014 and 2013 Forensic and Valuation Services Conferences
    • Chair of Hands On Valuation Track – 2014 Forensic and Valuation Services Conference
    • Member of the CFF Exam Development Committee – 2009 to 2014
    • Member of the Family Law Task Force – 2012 to present
    • Chair of the Family Law Task Force – 2014 to present
    • Member of the Forensic and Litigation Services Committee – 2014 to present
  • National Association of Certified Valuation Analysts (NACVA)
    • Member of the Valuation Exam and Grading Committee
    • Member of the 2009 Annual Conference planning committee
    • Member of the NACVA Litigation Forensics Board – 2009 to 2012
    • Past Chairperson of the NACVA Litigation Forensics Board – 2010 to 2011
    • Founding member of the course development team for the Advanced Matrimonial Litigation Support Workshop
    • Member of the course development team and instructor for the Matrimonial Litigation Support Workshop – 2010 to 2012
  • New Jersey – National Association of Certified Valuation Analysts (NACVA)
    • Vice President of the New Jersey State NACVA Chapter – 2008 to 2013
    • Co-Chair of the Annual Conference – 2009 to 2013
  • New Jersey Society of Certified Public Accountants (NJSCPA)
  • South Jersey Collaborative Professionals
    • Founding member
    • Board member – 2010 to present
  • Expert Resource Connections, LLC – a national alliance of business valuation and forensic accounting professionals operating in eleven states
    • Past chair of 2009 Symposium Planning Committee
    • Past co-chair of 2013 Symposium Planning Committee
  • Bridge West Network
    • Founding member
    • Member – 2015 to present

PRESENTATION TOPICS:

  • Business Valuation for Closely-Held and Family Businesses
  • Divorce tax
  • Engagement letters
  • Litigation support
  • Personal and professional goodwill
  • Practice Management
  • Reasonable Compensation
  • Resources for business valuation and litigation support firms
  • Stock Options
  • Succession planning and being a younger generation partner (within business valuation and litigation support firms)

PUBLICATIONS:

  • Understanding Stock Options, American Journal of Family Law – 2008
  • Contributing author – Business Valuation Resources’ Healthcare Industry Valuation Guide – 2008
  • Panel of Experts of the Financial Litigation and Valuation Expert publication – 2009 to present
  • Contributing author – Family Law Services Handbook – 2009
  • Contributing author – FamilyAffaires.com – 2014 to present

 

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