Overview
James J. Reto retired from active practice, and now holds the status of Principal Emeritus in the Forensic, Advisory and Valuation Services department, providing business valuation and forensic accounting services for commercial litigation and family law matters. Jim has provided expert testimony and assistance at trials, mediations, and arbitrations.
Jim also has experience providing traditional audit, accounting and tax services to large and small, closely-held entities.
He is a Certified Public Accountant in Florida, Accredited in Business Valuation by the American Institute of Certified Public Accountants, and Certified in Financial Forensics by the American Institute of Certified Public Accountants.
Jim earned a Bachelor of Science in Business Administration from Youngstown State University.
Education
Bachelor of Science, Accounting, Youngstown State University
Presentations Given
- Analysis of Corporate & Personal Income Tax Returns, 2nd Annual Kaufman Rossin Family Law Seminar, 2012
- Restaurant Valuations, FICPA Valuation, Forensic, Accounting and Litigation Consulting Services Conference, 2008
- Recent Developments in the Valuation of FLPs, LLCs and Sub S,
- Valuation of Family Limited Partnerships,
- Valuation Discounts for Capital Gains,
- Accounting For Income Taxes,
Articles Written
- Four Potential Problems When Calculating the S Corp Benefit, Business Valuation Update Vol. 17, No. 7, July 2011
- Avoiding Valuation Traps in Court: Lessons Learned the Hard Way, Business Valuation Update Vol. 12, No. 5, May 2006
- A Simplified Method to Value an S Corp Minority Interest, Shannon Pratt’s Business Valuation Update Vol. 10, No. 7, July 2004
- Are S Corporations Entitled to Valuation Discounts for Embedded Capital Gains?, Valuation Strategies Vol. 3, Num. 3, January/February 2000
Services
- Family Law Services
- Individual Tax
- Litigation Consulting
- Tax Credit & Incentives
Industries
- Agriculture
- Banking
- Construction
- Hospitality
- Professional Services
- Real Estate
- Technology
