Expert No. 128664 – Business Expert – TX
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Expertise Description: C.P.A./C.F.F., C.F.E. - Consulting practice focusing on litigation services as well as federal tax services and practice management consulting for professional firms. Has more than 40 years of experience practicing public accounting. Was one of the first to receive Certified in Financial Forensics (C.F.F.) credential from the AICPA. Is a member of the AICPA's Forensic and Litigation Services Committee. Conducts forensic investigations and serves as consulting expert, and/or testifying expert witness at the trial of complex business and personal disputes involving financial matters. Work is typically focused on economic damages for both plaintiff and defense. Much of this work is focused on lost profits issues; however, has served as financial expert in many different areas, including accounting and legal malpractice matters involving federal taxation and GAAP issues; estate and probate matters; alter ego matters; accounting records and financial statement reconstructions; claims of fraud on business transactions; insurance agency and agent errors and omissions matters; construction claims; hospitality industry matters; bankruptcy matters; C.P.A. and C.F.E. professional standards of care matters; and other types of disputes requiring long-time business and financial expertise. Certified Public Accountant (C.P.A.). Certified in Financial Forensics (C.F.F.). Certified Fraud Examiner (C.F.E.). Prior expert witness experience. Consultations, depositions, and court testimony.
Areas of Expertise:
Representative Litigation Experience:
Representative Consulting Services and/or Projects:
- federal taxation matters
- general business consulting
- practice management consulting for professional firms
Licenses & Certifications:
| Certified Public Accountant (CPA) - TX, DC, GA, NJ, NC, MS, FL |
| Certified Fraud Examiner (CFE) |
| Certified Fraud Examiner (CFF) |
Education:
| Degree | Subject | Institution | |
|---|---|---|---|
| B.S.E. | Accounting | University of Pennsylvania | |
| M.B.A. | Finance | University of California, Berkeley |
Professional Appointment/Association Affiliations:
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants and Houston Chapter
- Florida Institute of CPAs
- Georgia Society of Certified Public Accountants
- Greater Washington Society of CPAs
- Mississippi Society of Certified Public Accountants
- Association of Certified Fraud Examiners & Houston Area Chapter
- American Bar Association
- Houston Estate and Financial Forum
- Houston Business & Estate Planning Council
- Wednesday Tax Forum
- Tax Procedure Group
- Planned Giving Council of Houston
- Turnaround Management Association
Awards & Honors:
| Alumni Association Distinguished Faculty Award for Teaching Excellence |
Other Career Highlights:
| Published, "A Businesslike Approach to Collections" |
| Published, "Case Study: Everyday Experience Proves Invaluable to Forensic Expert" |
| Published, "Getting Paid for Litigation Services" |
