Certifications & Education, Memberships, and Presentation

Members of the Engelman Accountancy professional staff have numerous certifications, memberships, and presentation achievements. For our individual backgrounds, see our Team section.

Certifications & Education

Lionel Engelman
Certified Public Accountant (CPA)
Accredited in Business Valuation (ABV) by the AICPA
Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers
Certified Financial Forensics (CFF) by the American Institute of Certified Public Accounts
Accredited Estate Planner (AEP) by the National Association of Estate Planners and Counsel
Certified Business Appraiser (CBA) by the Institute of Business Appraisers
MBA in Taxation from Golden Gate University
MBA in Accounting, University of California, Berkeley
BS in Business Administration (Accounting), University of California, Berkeley

Nathalie Cheng
Certified Public Accountant (CPA)
Bachelor of Arts in Business Economics with Emphasis in Accounting, University of California, Santa Barbara

Jack Gordon
Certified Public Accountant (CPA)
BA in Accounting, San Jose State University

Jeffery Savitz
Enrolled Agent (EA)
Bachelor of Science in Business Administration, Metropolitan College of Business, Chicago

Steve Reiss
Certified Public Accountant
Bachalor of Science – Accounting, Syracuse University

Professional Memberships

Lionel Engelman
California Society of Certified Public Accountants
American Institute of Certified Public Accountants
American Society of Appraisers
Institute of Business Appraisers, Inc.
National Association of Estate Planners & Councils
Business Valuation Committee of the Peninsula Chapter of the California Society of CPA’s
California Society of CPA’s, Peninsula Chapter, Litigation Support Committee
California Society of CPA’s, San Francisco Chapter, Taxation Committee, past member
California Society of CPA’s, State Business Valuation Committee
California Society of CPA’s, State Family Law Committee, Chair 2008-2009
California Society of CPA’s Litigation Services Steering Committee
San Francisco Estate Planning Council
American Association of Family and Conciliation Courts, past Board member

Nathalie Cheng
California Society of Certified Public Accountants

Jeffery Savitz
National Association of Enrolled Agents (EA)
California Society of Enrolled Agents
Director, Golden Gate Chapter
Committee Chairman, Audit Committee,
Marketing Chairman, Annual Tax Seminar
Member, Monthly Education Committee
Member, Tax Liaison Committee between the IRS and the California Franchise Tax Board
Assistant Professor, College of San Mateo (Income Taxes and Principles of Accounting)

Lectures and Articles

Lionel Engelman

Litigation
California Trial Lawyers’ Association: “Valuation of Goodwill for Dissolution Purposes”
Continuing Education of the Bar:
“Taxation in Divorce”
“Lawyers’ Use of Financial Statements in Counseling and Litigation”
AICPA Estate Planning Conference: “Valuation of Small Businesses”
California Society of CPA’s Peninsula Litigation Chapter: “Family Law – Update”
Associate of Family and Conciliation Courts – CA Chapter: “Role of the CPA”
CPA Bar Alliance Marital Dissolution Subsection: “Tracing: Completeness of Data and the Ability to Settle”
Associate of Family and Conciliation Courts – National: “Financial Strategies for Children”
The American Society of Women Accountants: “Top Ten Ways to Uncover Fraud”
The Witness Chair: 2008-2010 Various Family Law articles
California Society of CPA’s – Family Law 2005 Co-Chair and Panelist: “Is Trial The Only Answer”

Tax
California Society of CPA’s Peninsula Chapter Litigation: “Update on Joint Tax Liabilities and Innocent Spouse Rulings”
Alexander Grant publication: “Tax Aspects of Pension Profit Sharing Plans”
Alexander Grant tax professional training curriculum: “Tax Aspects of Private Foundations”
Association of Professional Mortgage Women: “Tax Tips for 1996”

Awards and Honors

Lionel Engelman
Cum Laude, University of California, Berkeley
Beta Alpha Psi, University of California, Berkeley Chapter
Temple Sholom, Most Valued Board Member, 2 years