Expert 521252 - TX

Expertise Description

With over 35 years experience in Financial Planning, my expertise is in estate planning for estate tax purposes and wealth transfer for multi generational business. I have additional knowledge in retirement planning, college planning, life insurance for individuals, group health insurance, disability insurance, 401k, and long-term care. I also have prior experience as a financial planning expert witness in Texas.

Expert 512836 - AL AK AZ AR BC CA(N) CA(S) CO CT DE DC FL GA HI IA ID IL IN KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA QC RI SC SD TN TX UT VT VA WA WV WY WI

Expertise Description

My career has spanned more than 35 years in the field of Securities. I have spent most of my time focusing on forensic accounting and damage calculations, among numerous other financial areas. I have also spent over a decade providing consultations, deposition, and courtroom testimony to numerous clients as a securities expert witness in Nevada.

Expert 519554 - IL

Expertise Description

With over 30 years of Actuarial experience, my expertise includes pension design and funding, group health and post-retirement medical programs, mergers and acquisition support, actuarial valuation reports, calculation COBRA rates for self-funded plans, performing pension valuations with domestic or foreign pension plans; analyzing and immunizing investment portfolios, researching markets for asset management; analyzing self-funded group medical and long-term disability programs; and valuing liabilities for post-retirement medical plans. My responsibilities as a consulting actuary has included marketing prospects, meeting with clients, understanding their Human Resource needs and their financial goals, and tailoring employee benefits programs to fit their specific circumstances.

Expert 517388 - CA(S)

Expertise Description

I have more than 40 years of experience in the Actuarial field. As a Consulting Actuary I have provided help on structured settlements, like for structured settlement reinsurance to an offshore reinsurer, as well as studies such as the study of terminal funding pricing for insurers. I have over 15 years of expert witness experience with consultation, deposition, and courtroom testimony.

Expert 511292 - CA(S)

Expertise Description

I have more than 10 years of experience in financial and economic analysis. My expertise includes using economic, financial, and statistical fundamentals to provide solutions to clients involved in complex disputes. My project experience includes disputes related to shareholder damages, insider trading, white collar fraud, securities, valuation, wage and hour claims, employment discrimination, lost profits, commercial damages, valuations, fraudulent conveyance, breach of contract, antitrust issues, and intellectual property. I have developed in-depth expertise in the application of complex statistical and econometric methodologies to issues of evaluating liability and damages, particularly in complex financial disputes, securities fraud cases and employment matters. I have over 10 years of expert witness experience with consultation, deposition, and courtroom testimony.