Accounting Policies Expert 524468 NJ

Expertise Description

I have spent over 30 years working with Accounting Policies & Procedures. My areas of expertise include financial reporting and disclosure, SEC regulations, accounting for financial instruments (loans, securities, derivatives and hedging, repurchase agreements, fair value, stock-based compensation, stock options, securitizations, SPEs, VIEs, complex securities), and auditing. I have provided consultations and deposition as an accounting policies expert witness for more than 5 years.

Areas of Expertise

Expert Witness

As an expert witness, I have been responsible for applying and interpreting the accounting standards for several major Wall Street firms. I have been retained for cases on the valuation of a complex portfolio of derivatives, the accounting for deferred taxes and related valuation allowances, and the consolidation of variable interest entities on certain funds.

Consulting Experience

I have worked as an independent consultant by providing advice on US and international accounting and financial reporting issues.


Degree Subject Institution
B.S. Wharton School at the University of Pennsylvania

Licenses Certifications


Awards & Affiliation

American Securitization Forum Accounting Committee
FASB Financial Statement Presentation Project Member
IASB Financial Instruments Working Group Member
AICPA Stockbrokerage and Investment Banking Expert Panel Member
AICPA Block Discount Task Force Member

Primary Affiliation

American Securitization Forum Accounting Committee