Gregory J. Urban CPA, CVA

Gregory J. Urban

CPA, CVA

Partner

Tax Advisory Group

At a glance

Greg’s main focus is on providing tax consulting, compliance and valuation services to privately held businesses and their owners.

He has extensive experience advising clients on complex tax compliance issues, including tax credit optimization, mergers and acquisitions.  In addition, Greg performs and consults on a variety of business valuation engagements, including valuations relating to transfer tax issues and purchase price allocation issues.  Greg also represents clients before the Internal Revenue Service and various state taxation departments.

Prior to joining Dopkins in 2003, Greg worked in a similar capacity with a Big Four, international tax and accounting firm and in a local firm tax department for a total of nine years.

Principal areas of expertise

  • Mergers and Acquisitions
  • Privately held companies
  • Research and Development (R&D)
  • Tax credit optimization
  • Valuations relating to transfer tax issues
  • Valuations relating to purchase price allocation issues
  • Transaction Advisory Services
  • Revenue Recognition Standard Implementation Services

Designations

  • Certified Public Accountant
  • Certified Valuation Analyst (CVA)

Professional affiliations

  • American Institute of Certified Public Accountants
  • New York Society of Certified Public Accountants

Education

  • B.S. in Accounting, Canisius College
  • Master of Science in Taxation (MST), Canisius College

Video Presentations

Blog Posts

Speaking Engagements

Special Events

In 2018, Greg filmed a series of video presentations for Thomson Reuters Experts Forum CPE Network. The Forum is a video news-style format subscription featuring in-depth interviews with industry experts.  Greg’s presentation was also filmed with Professor Ian J. Redpath, JD, LLM, Canisius College.