401(k) Plans Expert #162909 - Experienced Expert Witnesses and Consultants

Expert No. 162909 – NY

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Expertise Description: C.L.U., C.H.F.C. - Experienced insurance, legal, and accounting consultant with more than 25 years experience in the field. Expertise includes IRS audit assistance and support; 419e and 412i plan defense; tax laws; and stock market, mutual fund, and insurance losses. Additional expertise in Employee Benefit plans, Life Insurance, Estates, Trusts, and Pensions. Chartered Life Underwriter (C.L.U.). Chartered Financial Consultant (C.H.F.C.). More than 10 years expert witness experience.

Representative Litigation Experience:

419 insurance plan.
412i insurance plan.
Captive insurance plan.
Section 79 insurance plan.
Retirement plans.
All types of insurance.
Fraud.
Business valuations.

Representative Consulting Services and/or Projects:

Retirement plans.
Annuities.
419 insurance plan.
412i insurance plan.
Fraud.

Licenses & Certifications:

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (CHFC)

Awards & Honors:

Speaker of the Year, National Society of Accountants

Other Career Highlights:

Speaker at numerous insurance, accounting, and law events on investments, taxes, valuations, fraud.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Excellent as usual...

Jesse Evan Kozma, Esq.
STOCKWELL, HARRIS, WOOLVERTON & MUEHL

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Visit our sister sites:

401(k) Plans	ERISA	Offshore Shelter
412i	Health Insurance	Retirement Plans
419	IRS	Stocks
6707A	IRS Audits	Tax Audit Penalties
8886	IRS Penalties	Tax Court
Bad Investments	Insurance	Tax Resolution
Bernie Madoff	Internal Revenue Service (IRS)	Tax Settlement
Captive Insurance	Investments	Tax Shelter
Cash Balance Plans	Life Insurance	Taxes
Certified Public Accountant (CPA)	Litigation Support	Welfare Benefit Plans

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