Expert 523239 - TX

Expertise Description

I have over 25 years' experience in employment law. My areas of focus include Employee Retirement Income Security Act (ERISA) design, administration, and compliance; health, life, 401(k) and pension plans; human resources; mergers and acquisitions; union negotiations; and fiduciary liability. I have prior experience providing consultations and deposition as an employment law expert witness.

Expert 521252 - TX

Expertise Description

With over 35 years experience in Financial Planning, my expertise is in estate planning for estate tax purposes and wealth transfer for multi generational business. I have additional knowledge in retirement planning, college planning, life insurance for individuals, group health insurance, disability insurance, 401k, and long-term care. I also have prior experience as a financial planning expert witness in Texas.

Expert 512836 - AL AK AZ AR BC CA(N) CA(S) CO CT DE DC FL GA HI IA ID IL IN KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA QC RI SC SD TN TX UT VT VA WA WV WY WI

Expertise Description

My career has spanned more than 35 years in the field of Securities. I have spent most of my time focusing on forensic accounting and damage calculations, among numerous other financial areas. I have also spent over a decade providing consultations, deposition, and courtroom testimony to numerous clients as a securities expert witness in Nevada.

Expert 518855 - SC

Expertise Description

I possess over thirty years experience in public accounting with privately owned, closely held businesses, financial institutions, governmental entities, real estate management, nonprofit organizations, and litigation support consultation. Expertise includes audits, reviews & compilations; evaluations; tax preparation; 401k plans, 403(b) plans, profit sharing plans; bookkeeping; payroll; IRS representations, etc. I have prior expert witness experience; more than 30 years in consulting.

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.

Expert 164510 - CA(S)

Expertise Description

I have more than 20 years of experience specializing in the placement of individual and small business health insurance and employee benefits. My expertise includes: the specifics of HMO, PPO, group benefits, and indemnity medical insurance; disability income insurance; term life and permanent life insurance; dental and vision insurance; and retirement plans such as IRA’s and 401k plans. I have experience working closely with human resources departments to help manage these benefits, specifically with COBRA and conversion opportunities, as well as assisting individuals in all aspects of the application / enrollment process.

Expert 164048 - TX

Expertise Description

I have over 40 years in Financial Planning, Employee Benefits, Benefit Claims and Appeals, Defined Benefit Plans, and the Employee Retirement Income Security Act (ERISA). I have more than 10 years expert witness experience with consultations, deposition, and courtroom testimony.

Expert 135059 - TX

Expertise Description

I have over 25 years experience in Human Resources Management. My expertise includes: defined benefit plans, early retirement programs, voluntary severance programs, severance plans, pension plan conversions, consolidations, life plans, health plans, Pension Benefit Guaranty Corporation (PBGC), pensions, 401(k) plans, medical plans, Employee Retirement Income Security Act (E.R.I.S.A.) claims and appeals process, benefit claims and appeals, cash balance plans, and labor arbitration. I have more than 10 years expert witness experience.

Expert 459183 - AZ

Expertise Description

I have more than 25 years of experience in the Financial Services field with expertise in turnaround management and real estate. My finance and underwriting experience includes: lender liability and lender standard of care, loan underwriting, workouts and administration, interest rate and other financing terms, and availability of financing and typical loan terms during relevant time periods. Additionally my professional standard of care experience includes: fiduciaries, trustees, receivers, attorneys, lenders and borrowers, brokers (real estate and business); as well as real estate developers, promoters, and syndicators. I have experience with turnaround and restructuring, due diligence, and asset management and I also have knowledge in Chapter 11 bankruptcy, contract analysis, documentation, negotiation, and closings. I have prior expert witness experience with consultations and deposition.

Expert 405521 - FL

Expertise Description

I have over 30 years professional experience in the field of Human Resources. I have extensive experience in international fashion accessory manufacturer/wholesaler, quality assurance, shipping / receiving, import / export, accounting, human resources, administration, management information systems, team-building, employee communications, business management, business consulting, career development programs, compensation and benefit programs, negligent hiring, employee handbooks, job evaluation programs, training programs, recruitment and relocation programs, employee relations program, safety programs, profit sharing and 401K programs, and affirmative action programs.