Jason Soman, CPA/ABV, CFE - Assistant Vice President

Management Planning, Inc. (MPI), Assistant Vice President

Mr. Soman joined MPI in 2019 and specializes in determining the value of closely-held securities of companies operating in many industries.  In support of the foregoing, he prepares documented valuation analyses for presentation to management, directors, and stockholders of client companies, as well as to attorneys, accountants, other fiduciaries, and the Internal Revenue Service. The valuation work and analyses prepared by Mr. Soman have been used for the following purposes:

  • Estate and gift tax valuations
  • Purchase and sale of minority and/or controlling ownership interests
  • Income tax reporting
  • Charitable planning and donations
  • Pricing for ESOP related transactions
  • Stock purchase and incentive compensation plans
  • Buy- sell agreements
  • Settling tax disputes with the Internal Revenue Service as well as state and local governments
  • Valuation support pursuant to the creation of preferred stocks, debt securities and dual classes of common equity
  • Corporate planning purposes
  • Shareholder planning purposes
  • Negotiate shareholder buyouts

Financial Research Associates, Inc. (FRA), Manager – Business Valuation & Litigation Support

At FRA, Mr. Soman managed valuation and related forensic accounting assignments for clients in diverse industries, with a focus on high net worth divorce litigation, estate matters and shareholder disputes. In this role, he regularly presented and defended valuation conclusions that withstood scrutiny of attorneys, opposing experts and courts.

Gettry Marcus, CPA P.C. (GM), Associate – Business Valuation & Litigation Services Group

At GM, Mr. Soman provided business valuation, forensic accounting and litigation support services for matters including trusts & estate/gift tax, legal agreements, shareholder/partner disputes, matrimonial dissolutions, commercial litigation, economic damages and fraud investigations.

Certifications

  • Certified Public Accountant – New York State
  • Accredited in Business Valuation – AICPA
  • Certified Fraud Examiner – Association of Certified Fraud Examiners
Jason Soman CPA/ABV, CFE
Education
Indiana University, Kelley School of Business, Bloomington, Indiana – Bachelor of Science in Business
Queens College, Flushing, New York – Bachelor of Arts in Accounting and Information Systems
New York University, Stern School of Business, New York, New York – Certificate in Advanced Valuation
American Society of Appraisers – Completed the ASA’s Principles of Valuation Course Series, BV 201- BV 204, as well as the 15-hour USPAP Course for Business Valuation

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