Joel R. Podgor CPA/CFF, CFE | Managing Director of the Tax Controversy and Forensic Accounting Services

Mr. Podgor is Managing Director of the Tax Controversy and Forensic Accounting Services group at Wagner Ferber Fine & Ackerman, PLLC. This group performs investigative accounting for fraud, economic damage analysis, tax advocacy and business appraisals. Throughout his 40+ years at Baker Tilly Virchow Krause, LLP, additional functions have included tax preparation, tax research and representation of clients at Federal and local tax examinations. He has been retained by law firms for matters that include business or asset valuation, tax fraud, eggshell tax examinations, damage calculations, divorce settlements, and criminal fraud. In addition to assisting the attorneys in case preparation, he has testified in a number of cases at both trial and deposition.

Professional Designations

• CPA – Certified Public Accountant (State of New York – License # 45,671)
• CFF – Certified in Financial Forensics
• CFE – Certified Fraud Examiner – Certificate # 17824

Professional Associations

• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants
• New York State Society of CPA’s – Litigation Support Committee; Former Chair – Domestic Relations Committee
• National Association of Certified Fraud Examiners

Education

Fort Lauderdale University, Fort Lauderdale, Florida, Graduated June, 1971

Employment Background

Managing Director, Tax Controversy and Forensic Accounting Services – Wagner Ferber

Fine & Ackerman PLLC:

Baker Tilly Virchow Krause, LLP Partner Emeritus – National Tax: 2018

Partner in Charge – Tax Advocacy Group: 2013 – 2017

Partner in Charge – Litigation & Valuation Consulting Group: 1983 – 2012

Staff Accountant: 1971 – 1983

Publications

• Co-Author, Litigation Services Handbook,
• Criminal Cases and the Investigative Accountant – Chapter 22