Milton is a Managing Director of UHY Advisors FLVS, Inc. and the Chairman of its Executive Committee. He is Co-Founder and Chairman of UHY Advisors TX, LLC, and is a member of its Executive Committee. He is also a Partner with UHY LLP, a licensed CPA firm. Milton is also a licensed CPA and attorney in the state of Texas, Certified Fraud Examiner, Accredited in Business Valuation, Certified Valuation Analyst and Board Certified Forensic Examiner.
Professional Experience:
§ General consulting services in federal income tax matters and other business matters with a concentration in the following client industries:
– Real estate (operation, investment, syndication, and management)
– Distribution and light manufacturing
– Restaurant and fast food
– Professional services (law firms, engineers, architects)
– Automobile dealerships
§ Services provided include audited and unaudited financial statements, federal and state income tax compliance and planning, business and estate planning and structuring and related matters
§ Family and estate planning and structuring for corporations and individuals, owners and beneficiaries
§ Consulting services relating to corporate acquisitions, divestitures, mergers and refinancing, including accounting and tax implications and structuring of transactions
§ Consulting and expert witness services in a wide range of family law matters including:
– Federal income tax and estate and gift tax
– Investigative accounting
– Characterization and tracing of assets
– Reimbursement claims
– Business valuations
§ Consulting and expert witness services in commercial litigation matters including:
– Federal income tax
– Lost profits damage calculations and modeling
– Investigative accounting
– Economic damages
– Lender liability
– Breach of contract
– Breach of fiduciary duties
– Business valuations
§ Assists legal counsel in planning and trial strategy, examination of witnesses, and trial exhibits. Testimony given in Family Law Courts and State District Courts
Background:
§ B.B.A. in Accounting, University of Houston, Houston, Texas, 1967
§ J.D., South Texas College of Law, Houston, Texas, 1971
Professional Memberships Include:
§ American Institute of Certified Public Accountants
§ Texas Society of Certified Public Accountants
§ Houston Chapter of TSCPA
§ State Bar of Texas
§ Houston Estate and Financial Forum
§ Diplomat American Board of Forensic Examiners
§ National Association of Certified Valuation Analysts
Active and Prior Civic Memberships Include:
§ Distinguished Alumni of 2007 of the Accounting & Tax Department - the Bauer College at the University of Houston
§ Dean’s Executive Advisory Board – University of Houston C.T. Bauer College of Business
§ Board of Trustees and Past President – Jewish Federation of Greater Houston
§ Board of Trustees – Anti-Defamation League
§ Board of Trustees and Past President - Congregation Beth Yeshurun
§ Board of Trustees – American Jewish Committee