Expert 128664 - TX


Expertise Description

I 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


Consulting Experience

My consulting services include: federal taxation matters; general business consulting; practice management consulting for professional firms.


Professional Experiences




Education

DegreeSubjectInstitution
B.S.E.AccountingUniversity of Pennsylvania
M.B.A.FinanceUniversity of California Berkeley

Licenses Certifications

Certified Public Accountant (CPA) – TX
DC
GA
NJ
NC
MS
FL
Certified Fraud Examiner (CFE)
Certified Fraud Examiner (CFF)

Awards & Affiliation

Alumni Association Distinguished Faculty Award for Teaching Excellence

Primary Affiliation

American Institute of Certified Public Accountants


Partial List of Consulting Expert Witness Cases



SELECT EXPERT