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Luis
M. Barahona, MBA |
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Walter
C. King Associates, P.C. |
Mr. Barahona
is the Valuation Analyst at Walter C. King Associates, P.C.
The firm renders tax accounting, financial planning,
business valuation and litigation support services to its clients.
Mr. Barahona devotes 100% of his time assisting Mr. Walter C. King
II, the main firm Partner, in business valuation and litigation
support which includes divorce planning and consulting, contract
damages determination, acquisition planning & consulting,
fairness opinions, wrongful employee termination damages and
forensic accounting.
| Education & Certificate: |
| Bachelor
in Science and Engineering |
| Pontifical
Catholic University of Peru, 1995 |
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| Master
of Business Administration |
| William
E. Simon School of Business Administration – |
| University
of Rochester, 2002 |
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| Specialization
in Business Valuation |
| Peruvian
University of Applied Sciences, 1998 |
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| Memberships: |
| New England
Latin American |
| Business Council
- NELABC |
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National Society of Hispanic MBA's - NSHMBA
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Experience:
Mr. Barahona has performed several
business valuations in his career. As a Valuation Analyst at
Walter C. King he has performed business valuation for gift tax,
sale and buyout purposes. In terms of litigation services, he has
worked together with Mr. Walter C. King II, by determining
economic damages and fair compensation in dissident shareholder
actions. Before coming to the US, he was the Head of Equity
Research for a prestigious Peruvian Investment bank. In this
position, he performed business valuation for public companies in
the Mining, Brewing, and Energy sectors. He was also involved in
primary and secondary offerings of equity and fixed income
instruments in the Peruvian Stock Market. In the US, he worked as
a turnaround consultant for tech companies in Silicon Valley,
devising financial strategies for restructuring and liquidation.
Currently, he is pursuing the ASA designation, having completed
two out of the four courses required. He is also a CFA Level I
candidate.
Telephone:
203-227-1414; 212-399-0717
Address:
991 Post Road East, Westport, CT
06880 and
331 West 57th Street, New York, NY 10019
E-Mail:
lbarahona@sbcglobal.net
Gina
Kaplanka
Office
Manager
Small
Business Accountant
Gina has been with our Firm since January
1998. She started as
the Administrative Assistant and quickly incorporated her
extensive background in bookkeeping and business management to
become our Office Manager.
As part of our Firm’s policy for
Continuing Education, she has participated in programs and
seminars enhancing her skills in Word, Excel, Creative Solutions,
financial reporting, personnel management, payroll, and Quickbooks.
Gina handles all our office
administrative matters, as well as the financial and payroll
reporting for our bookkeeping clients.
She is fluent in Italian.
Memberships
Treasurer,
Westport/Weston AARP Chapter 1588
And
Affiliations
Certified
Bookkeeping Specialist
Certified
QuickBooks ProAdisor
Religious
Studies Program Instructor - Holy Rosary Church
Education
Toronto, Canada - Primary and Secondary
Education
Royal
Conservatory of Music, - Classical Piano and Violin
Accounting
- Albertus Magnus University
Experience:
Gina’s background in various
industries, which include insurance, accounting services,
construction, nursing homes, as well as the non-profit sector, has
contributed to her success in our firm.
She is a valued member of our team.
KYLE F. LUCKE
MANGER OF ACCOUNTING SERVICES
WALTER C. KING ASSOCIATES, P.C.
CURRICULUM VITAE
Manger of Accounting Services. Kyle is responsible for audit,
review and compilation of financial statements, tax return
compliance and preparation, financial modeling, as well as
performing analysis of financial statements. Kyle works with Wally
in preparing the information necessary for certain litigation
support engagements and reviewing business valuation reports.
Education & Certificate
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Bachelor of Science in business
majoring in Accounting
Nichols
College, 1988
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Memberships
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NATP
Kiwanis
Nichols College Athletic Assocation |
Functional
Experience:
Kyle
has an aggregate of 17 years experience in both private and public
accounting. He has conducted audits in both the profit and
non-profit sectors. He prepared financial statements for a large
variety of industries and has conducted "yellow book" audits for
non-profit institutions. He has a concentration of experience of
in audits of unions including "union payroll audits". He has
conducted due diligence engagements in merger and acquisitions and
has business valuation experience. He has extensive experience in
tax planning, tax return preparation and IRS negotiations. He has
assisted clients in securing financing. He has an excellent
computer back round and has assisted clients in the installation
of accounting systems, including Quick Books & Peach Tree.
Industry Experience:
Kyle has concentrations of experience in auto dealers, hotels,
athletic clubs, construction companies, printing companies,
unions, beverage companies & publishing industries.
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