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Alan P. Fiske, CPA/ABV - Managing Director
E-Mail: alan@fiskeco.com

Sheri F. Schultz, CPA/ABV - Director
E-Mail: sheri@fiskeco.com

Ronald M. Michelson, CPA - Accounting Director
E-Mail: ron@fiskeco.com

Alan Fiske AccountantAlan Fiske established Fiske & Company in 1972, and has spearheaded its development into one of South Florida’s leading CPA firms.  His guidance has nurtured the firm’s reputation for unparalleled expertise in business valuation and litigation consulting services.

Mr. Fiske began his professional career in 1960 with a national accounting firm, and then became an Internal Revenue Service Agent in Miami.  His early exposure to issues involving financial controls led him to establish a Miami-based systems analysis and software development company in the early 1970s, focusing on the development of computerized spread sheet and financial data management software, much like today’s Lotus 123 and Microsoft Excel programs.  He concluded that the degree of profitability for a business is dramatically improved by efficient operations, effective systems and controls, and well-qualified management.  With Fiske & Company, he began to put this knowledge to work for clients. 

In addition to managing the firm, Mr. Fiske takes an active role in directing client service and strategy as it relates to tax, business planning and litigation support services offered by the firm. He has been retained by numerous law firms, lawyers, plaintiffs and defendants in scores of legal actions to provide professional perspective on issues including business damages and valuations, breach of contract disputes, divorces, financial issues surrounding eminent domain matters, and other financial issues.  

Mr. Fiske has appeared as an expert on valuation and litigation matters for CNN’s “For Your Money” show, and on various financial radio talk shows around the country.  He is qualified as an expert witness in Federal and Circuit Courts throughout Dade, Broward, Palm Beach and Martin counties in southeast Florida, as well as in Jacksonville, Florida and in Delaware.  To continually build upon his knowledge, Mr. Fiske actively participates in professional courses and seminars on subjects directly and indirectly relating to his practice, including appraisals, valuation, computer solutions, taxation, audit and reporting, eminent domain, forensic accounting and accounting litigation, among others. 

Education
Bachelor of Business Administration, University of Miami (1960)

Licenses/Accreditations
Certified Public Accountant, Florida
Accreditation in Business Valuation (AICPA)
Florida Real Estate Salesman

Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
American Society of Appraisers
Association of Eminent Domain Professionals
National Association of Certified Fraud Examiners




Sheri Schultz brings more than 15 years of experience and concentrated educational pursuit to the table for our clients, offering both professional expertise and practical insight toward business valuations and related tax issues.  She joined Fiske & Company in 1990 as Director of our Valuation Services Department. 

Ms. Schultz has provided business valuation services and counsel to manufacturers, wholesalers, retailers, physicians, service entities and Internet-based companies as well as start-ups and IPOs. She has broad-based tax experience in the areas of business mergers and acquisitions, reorganizations, estate issues and tax compliance.  She also is a frequent speaker on topics including business valuation, tax planning and estate planning.  

Ms. Schultz’s professional background and education enable her to provide expert advice and counsel to outside CPAs and lawyers representing clients in business litigation where business valuation is involved. This can be relevant in business damages claims, business fraud and business transitions of all kinds, including family succession.  She also has provided expert witness testimony and consulting services in complex estate and accounting matters.  

Education

Bachelor of Science, Accounting, University of Florida (1984)
Master of Science, Taxation, University of Florida  (1985)

Licenses/Accreditations
Certified Public Accountant, Florida
Business Valuation Accreditation (AICPA)

Professional/Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
    
President, Gold Coast Chapter, 1999-2000
    
Board of Directors
American Society of Appraisers
Institute of Business Appraisers
North Broward and South Dade Estate Tax Council
     Board of Directors 
Jewish Federation of Broward County
     Board of Trustees
     Allocation & Budget Committee
Israeli Bond Leadership Group
     Cabinet member




Ron Michelson has managed the tax and accounting services at Fiske & Company since 1981, providing professional guidance and support services to individuals, partnerships and virtually all types of corporations that comprise the firm’s client roster.

The depth of Mr. Michelson’s client relationships can be compared to that of an in-house CPA, who is consulted on a daily basis and for the most routine to the most complex accounting-related issues.  His role extends beyond basic tax preparation and review into tax planning and management consulting.  He has represented clients in a wide range of industries, including construction, retail, security, real estate, legal, medical and insurance, among others.  He also has represented clients before the IRS for tax examination and collections.

In addition to his vast accounting expertise, Mr. Michelson spearheads the firm’s information technology support functions, providing appropriate training, communication and troubleshooting support for clients’ accounting software applications.  He often consults with clients regarding computer systems and upgrades, including hardware and software based on clients’ needs and goals.

Education
Bachelor of Science (with highest honors), Bentley College, 1979

Licenses/Accreditations
Certified Public Accountant, Florida

Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)


Fiske & Company - Certified Public Accountants & Consultants
1000 S. Pine Island Road Suite 440 - Plantation, Florida 33324
Broward: 954.236.8600  Dade: 305.653.4200  Fax: 954.236.8603


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