Tax Expert Witness 500163


Expertise Description

I have more than 35 years of experience in taxation and accounting. The majority of my experience has been dedicated to leading the tax departments of New York Stock Exchange, publicly traded corporations with international operations that engaged in significant merger, acquisition and reorganization activities. This entailed my direct management of the tax compliance, audit, research and planning functions for a multitude of legal entities, including extensive U.S. consolidated groups. Accordingly, I have had wide-ranging, hands-on experience with corporate divestitures, consolidated tax returns, tax sharing arrangements, the securing of government rulings and the management of audits of various of types and sizes of legal entities. These audits, conducted by the IRS, state, local and foreign authorities, required my intensive management of all aspects thereof, from the initial start of the examinations through protesting the examiners' findings and on through the formal appeals process. I have drafted, negotiated and ensured compliance with merger, acquisition and divestiture purchase and sale agreements, technology agreements and tax sharing agreements at every one of the conglomerates I’ve been professionally associated with, involving both related and unrelated entities, and with respect to members of consolidated groups. I have prior experience offering consultations and deposition as a tax expert witness.

Areas of Expertise


Expert Witness

My expert witness experience includes international tribunal expert written reports, testimony prep, research & analysis and deposition (video) for one of the largest national and international law firms in the U.S. with respect to an international corporate tax conflict involving $100’s of millions between various transnational conglomerates, which resulted in a successful outcome. On the other extreme, I have been a forensic accounting expert on behalf of a small, local, real estate law firm with regard broken contracts and fraudulent conveyance matters. I have also successfully been deposed on the worldwide legal & tax structure of an international, NYSE, $ multibillion corporation.


Consulting Experience

Aside from the formal consulting services I provided to a multitude of domestic and foreign corporations, partnerships, joint ventures, etc. during my seven years at PricewaterhouseCoopers, I subsequently provided tax, accounting, business, contracts advice and guidance for an additional 30+ years to senior executives at the entities where I was a tax director or VP.


Education

Degree Subject Institution
M.B.A. Graduate School of Business Administration at New York University
B.S. Economics City College of the City University of New York

Licenses Certifications

Certified Public Accountant, New York

Awards & Affiliation

American Institute of Certified Public Accountants
Chairperson, Township of Teaneck Ethics Committee
Arbitrator for the NASD Regulation, Inc. Office of Dispute Resolution
9/11 1st Responder

Primary Affiliation

American Institute of Certified Public Accountants



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