Expertise DescriptionI 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.
Areas of Expertise
My expert witness experience includes: 419 insurance plan; 412i insurance plan; Captive insurance plan; Section 79 insurance plan; Retirement plans; All types of insurance; Fraud; Business valuations.
My consulting services includes: Retirement plans; Annuities; 419 insurance plan; 412i insurance plan; Fraud.
|Chartered Life Underwriter (CLU)|
|Chartered Financial Consultant (CHFC)|
Awards & Affiliation
|Speaker of the Year|
|National Society of Accountants|
National Society of Accountants
Partial List of Consulting Expert Witness Cases