Expert 162909 - NY


Expertise Description

I have over 25 years experience with insurance, law, and accounting. My expertise includes IRS audits, IRS audit assistance and support; 419e and 412i plan defense; tax laws; tax court and audit penalties; and stock market, mutual funds, and insurance losses. I have additional expertise in Employee Benefit plans, Life Insurance, Estates, Trusts, Cash Balance Plans, and Pensions. I have more than 10 years expert witness experience.

Areas of Expertise


Expert Witness

My expert witness experience includes: 419 insurance plan; 412i insurance plan; Captive insurance plan; Section 79 insurance plan; Retirement plans; All types of insurance; Fraud; Business valuations.


Consulting Experience

My consulting services includes: Retirement plans; Annuities; 419 insurance plan; 412i insurance plan; Fraud.


Education

DegreeSubjectInstitution

Licenses Certifications

Chartered Life Underwriter (CLU)
Chartered Financial Consultant (CHFC)

Awards & Affiliation

Speaker of the Year
National Society of Accountants

Primary Affiliation

National Society of Accountants


Partial List of Consulting Expert Witness Cases



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