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Expertise Description

I have more than 40 years experience in the field of Financial Investigation and Accounting. I advise nonprofit organizations and businesses with clients ranging from small to medium sized privately held companies with revenues up to $100 million. My services consist of professional accounting in such areas as auditing and income tax preparation. My consultations include the evaluation of acquisition, reorganization, and investment opportunities. My expertise includes areas of investigative accounting, such as fraud, embezzlement, shareholder and partnership disputes, and complex tax litigation. I have over 15 years expert witness experience with consultations, deposition, and courtroom testimony.

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Expert Witness

My expert witness experience includes: investigative accounting; fraud; embezzlement; shareholder disputes; partnership disputes; complex tax litigation.


Consulting Experience

My consulting services include: interim executive management; controller at multiple companies; staff auditor.


Professional Experiences




Education

DegreeSubjectInstitution
B.S.Business Administration & AccountingUCLA
M.S.Business Administration & AccountingUCLA

Licenses Certifications

California Certified Public Accountant

Awards & Affiliation

Primary Affiliation

American Institute of Certified Public Accountants


Partial List of Consulting Expert Witness Cases


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