Expert 524209 - TX

Expertise Description

I have spent over 25 years working as an actuary. My areas of expertise are in financial reinsurance transactions, mergers and acquisitions, reviewing surplus management strategies, including the use of special purpose financial captives, life insurance and annuity product development, illustration actuary requirements, and experience studies. I have spent more than 5 years providing consultations and deposition as an actuarial expert witness.

Expert 350725 - CA(S)

Expertise Description

I have more than 40 years experience in Accounting, Fraud, and Tax matters. I specialize in analysis of profitability, projection of future profits, adequacy of corporate accounting records, investigation of fraud, CPA malpractice, adequacy of tax advice, impact of tax legislation, trust accounting, and accountant’s malpractice. My expertise also includes negligence, punitive damage calculations, fraud claims, analysis of lost profits, partnership allocations issues, estate tax matters, business valuations, effective tax rates, and other issues. I have over 30 years expert witness experience with consultations, deposition, and courtroom testimony.