Expertise DescriptionI have 55 years experience in practice focusing on litigation services, as well as federal tax services and practice management consulting for professional firms. I have more than 40 years of experience as a practicing public accounting. My expertise includes forensic investigations, lost profits issues, 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. I have prior expert witness experience with consultations, deposition, and courtroom testimony.
Areas of Expertise
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My consulting services include: federal taxation matters; general business consulting; practice management consulting for professional firms.
|B.S.E.||Accounting||University of Pennsylvania|
|M.B.A.||Finance||University of California||Berkeley|
|Certified Public Accountant (CPA) – TX|
|Certified Fraud Examiner (CFE)|
|Certified Fraud Examiner (CFF)|
Awards & Affiliation
|Alumni Association Distinguished Faculty Award for Teaching Excellence|
American Institute of Certified Public Accountants
Partial List of Consulting Expert Witness Cases