Partner
Advisory
About John
John DelGrego is a partner in the Valuation, Forensic & Litigation Support Services practice group. Mr. DelGrego specializes in valuations of closely held businesses and business interests for matrimonial litigation, collaborative and non-adversarial divorce, and estate and gift tax matters. He also performs valuation services for business damages, buy-sell agreements, shareholder litigation, buying and selling businesses, and employee stock ownership plans.
Mr. DelGrego has been qualified as an expert witness in the State Courts of Connecticut, as well as various arbitration proceedings. He has also rendered extensive services relating to litigated matters.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Connecticut Society of Certified Public Accountants (CTCPA) – Valuation, Forensic, and Litigation Support Group, Member
- American Society of Appraisers (ASA)
- Connecticut Bar Association – Estates and Probate Section, Member; Family Law Section, Past Member
- Fairfield County Bar Association
- The Connecticut Council for Non-Adversarial Divorce (CCND), Treasurer, September 2018 – 2020
- Estate and Business Planning Council of Hartford
Articles, Seminars & Presentations
- Finding Income for Support, American Bar Association Spring Meeting, May 2024
- Introduction to Business Valuation in Divorce, American Academy of Matrimonial Lawyers, May 2024
- How to Effectively Utilize Your Financial Expert, American Academy of Matrimonial Lawyers, Massachusetts Chapter, June 2023
- Hot Tips for Hot Litigators, Marcum LLP National Webinar, April 2023
- Creative Settlement Strategies in Matrimonial Cases, American Academy of Matrimonial Lawyers, CT Chapter, April 2023
- How to Decode Tax Returns, A Young Lawyers Committee Zoom Seminar, Fairfield County Bar Association, April 2023
- Decoding Tax Returns, Fairfield Connecticut County Bar, March 2023
- Personal Good Will Hunting: Why Does It Matter In Family Law Cases? A Family Law Committee Webinar, November 2022
- Valuation Hot Topics, The Estate and Business Planning Council of Hartford, May 2022
- Value is in the Eye of The Beholder, XPX CT: Fairfield & Hartford Chapter, Joint Event (Virtual) – Valuations, January 2022
- Valuation of Cannabis Businesses, American Bar Association, December 2021
- Deep Dive: The Site Visit and Management Interview, Marcum National Webinar, November 2021
- The Taxing Side of Divorce: Understanding Business Entity Taxation August 2020
- The Impact of COVID-19 on The Value of a Business, Hartford County Bar Association, May 2020
- Understanding Business Valuations, Connecticut Counsel for Non-Adversarial Divorce, Middlefield, CT, September 2019
- 2018 Tax Cuts and Job Acts for Family Law, Fairfield County Bar Association, Stamford, CT, March 2018
- “Exelon Corp. v. Commissioner: A Decision that Illustrates the Importance of Appraiser Independence,” NACVA QuickRead, August 2017
- How to Effectively Utilize Your Financial Expert, Fairfield County Bar Association, Stamford, CT, April 2017
- “Proposed IRS Regulations Could Significantly Affect Gift & Estate Valuations,” MHP Estate & Gift Valuation Insights, Issue 15, August 2016
- Establishing and Modifying Support Orders after Dan v. Dan, 2016 Connecticut Legal Conference, Hartford, CT, June 2016
- Measuring and Maintaining Value in Your Music Store, 2016 National Association of School Music Dealers Conference, Orlando, FL, April 2016
- Succession Planning: A Road Map for the Future, 2016 National Association of School Music Dealers Conference, Orlando, FL, April 2016
- Double Dipping — Property Versus Support in Marital Dissolution, Fairfield County Bar Association, Stamford, CT, February 2016
- Hot Topics in Valuation, Executive Committee of the Estates and Probates Section of the Connecticut Bar Association, New Haven, CT, February 2016
- “The Continued Attack on Family-Owned Entities,” MHP Estate & Gift Valuation Insights, Issue 12, September 2015
- Document Management Technology, AICPA Family Law Conference, Las Vegas, NV, May 2015
- Beyond Business Valuation: Lifestyle Analysis, Asset Tracing and Statements of Net Worth, AICPA Family Law Conference, Las Vegas, NV, May 2015
- Dan v. Dan and the Effective Lifestyle Analysis, Fairfield County Bar Association, Stamford, CT, March 2015
- “Business Valuation: You Get What You Pay For,” Maine Lawyers Review, March 2015
- “Stakes are High in Business Valuations for Estate and Gift Tax Reporting,” NACVA QuickRead, February 2015
- “You Get What You Pay For in Estate and Gift Valuations,” MHP Estate & Gift Valuation Insights, Issue 8, February 2015
- “Continued Support of Personal Goodwill from the Courts,” MHP Estate & Gift Valuation Insights, Issue 6, November 2014
- “Beware of Accuracy-Related Undervaluation Penalties,” MHP Estate & Gift Valuation Insights, Issue 4, September 2014
- “Multi-Tiered Valuation Discounts Revisited,” MHP Estate & Gift Valuation Insights, Issue 2, June 2014
- “Stakes Are High in Business Valuations for Estate and Gift Tax Reporting,” ASA BV Success E-Letter, Issue 18-12, March 2014
- “Stakes Are High in Business Valuations for Estate and Gift Tax Reporting,” Maine Lawyers Review, February 2014
- Determining the True Compensation of a Business Owner, Fairfield County Bar Association, Stamford, CT, February 2014
- “Stakes Are High in Business Valuations for Estate and Gift Tax Reporting,” MHP Newsletter, January 2014
- “Eight Steps to Increase Your Company’s Value,” National Association of Music Merchants (NAMM) University Online, November 2013
- “Consider Valuing Estate as of the Alternate Valuation Date,” MHP Newsletter, May 2013
- What You Can Learn From a Tax Return, Fairfield County Bar Association, Stamford, CT, May 2013
- Succession Planning: A Road Map for the Future, Independent Music Merchants Group (IMMG), Anaheim, CA, January 2013
- Understanding Business Valuation, Conflict Resolution Training Inc., West Hartford, CT, December 2012
- Valuing and Preparing a Business for Sale, Milford Rotary Club, Milford, CT, October 2012
- Properly Pricing Businesses in Divorce Proceedings, Connecticut Law Tribune, August 2012
- “Properly Pricing Businesses in Divorce Proceedings,” Connecticut Law Tribune, August 2012
- Measuring and Maintaining Value in Your Music Store, 2012 National Association of School Music Dealers Conference, Orlando, FL, March 2012
- Succession Planning: A Road Map for the Future, 2012 National Association of School Music Dealers Conference, Orlando, FL, March 2012
- “Challenging Issues in Estate, Gift Tax Valuations,” Connecticut Law Tribune, January 2012
- EMR & Your Practice Valuation, SMB Networks, LLC, New Haven, CT, September 2011
- Key Elements of a Buy-Sell Agreement, New York Life, Stratford, CT, April 2011
- “Are Multi-Tiered Valuation Discounts Appropriate?” MHP Newsletter, February 2010
- “Different Standards Used In Divorce Cases,” Connecticut Law Tribune, January 2010
- “Does H.R. 436 Spell the End of the Family Limited Partnership?” MHP Newsletter, June 2009
- “Uncovering the Truth: Understanding the Role of Forensic Accounting in Divorce,” Connecticut Law Tribune, February 2009
- Business Valuation and Forensic Accounting Issues in Divorce, MHP Seminar, New Haven, CT, April 2008
- Pass-Through Entities — Tax Affecting and Other Issues Dissected, NACVA CT Breakfast Roundtable, North Haven, CT, July 2007
- “Valuing Employee Stock Options in the Context of Divorce,” Connecticut CPA, November/December 2006
- Valuation in Divorce, NACVA CT Breakfast Roundtable, North Haven, CT, June 2006
- Understanding Financial Statements, Connecticut Bar Association, Hartford, CT, March 2005
- Business Valuations for Music Retailers, NAMM Convention, Anaheim, CA, January 2003
- Business Valuation Overview, Beers, Hamerman & Company, P.C., New Haven, CT, August 2002
- Business Valuations for Music Retailers, NAMM Convention, Nashville, TN, June 2001