Kim Ufford, CPA, ABV, CFF, ASA

Principal

As Audit Shareholder, Kim has 40 years of experience in the field, specializing in auditing, business valuation, expert witness and forensic accounting. He is an experienced business appraiser and holds the Accredited Business Valuation designation from the AICPA. Kim works mostly with financial reporting technical issues and business valuation questions.

He serves on the Audit Committee for Appellate Defenders, and is on the Association for Corporate Growth, San Diego Board of Directors.

Kim received his Bachelor of Science in Business Administration, Accounting, from the University of Minnesota. Kim has been with LevitZacks since 1986.

Certifications:

  • Licensed CPA in California
  • Accredited Senior Appraiser of the American Society of Appraisers
  • Accredited in Business Valuation from the AICPA
  • Certified in Financial Forensics from the AICPA

 

Professional Affiliations:

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
    • Board of Directors, San Diego Chapter, past Member
    • San Diego Accounting Principles and Auditing
      Standards Committee, past Chair
    • State Committee on Accounting Principles and
      Auditing Standards, past Member
  • American Society of Appraisers
    • Board of Directors, San Diego Chapter,
      past President
    • Board of Directors, San Diego Chapter, past
      Member and past Treasurer
  • Institute of Business Appraisers, Inc.
  • Appellate Defenders Audit Committee, Member
  • Association for Corporate Growth, Member,
    Board of Directors

 

Education:

Bachelor of Science in Business Administration,
Major in Accounting
University of Minnesota

Certifications:

  • Licensed CPA in California
  • Accredited Senior Appraiser of the American Society of Appraisers
  • Accredited in Business Valuation from the AICPA
  • Certified in Financial Forensics from the AICPA

 

Professional Affiliations:

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
    • Board of Directors, San Diego Chapter, past Member
    • San Diego Accounting Principles and Auditing
      Standards Committee, past Chair
    • State Committee on Accounting Principles and
      Auditing Standards, past Member
  • American Society of Appraisers
    • Board of Directors, San Diego Chapter,
      past President
    • Board of Directors, San Diego Chapter, past
      Member and past Treasurer
  • Institute of Business Appraisers, Inc.
  • Appellate Defenders Audit Committee, Member
  • Association for Corporate Growth, Member,
    Board of Directors

 

Education:

Bachelor of Science in Business Administration,
Major in Accounting
University of Minnesota