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Register of Experts

Showing 1 - 10 of 12 Expert(s) found in All Categories
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  • Featured Lister
    Advisors/Experts @ MCS Associates
    Norman Katz
    Managing Partner

    17731 Irvine Blvd.
    Suite 200
    Tustin, CA 92780-

    Phone: (949) 263-8700
    Fax: (949) 263-0770
    Email: experts@mcsassociates.com
    www.mcsassociates.com

    Specialties
    Nationally recognized banking / financial services consulting group (established 1973). Experienced litigation consultants / experts: bankers, consultants, economists, accountants, appraisers. Specialties: Banking operations; Lending policies and practices (all types); Real estate transactions / appraisal; Trust, Securities, Investments; Economic analysis; Valuations / damages assessment; forensic accounting, Actuarial analysis.
    Degrees/Licenses
    MBAs, PhDs, CPAs, ASA/MAIs.
  • Featured Lister
    Nora Ostrofe MBA
    Senior Manager
    HSNO

    San Francisco Headquarters
    1330 Broadway, Suite 430
    Oakland, CA 94612-

    Phone: (510) 388-4415
    Alternate: (510) 740-0376
    Fax: (510) 740-0392
    Email: nostrofe@hsno.com
    www.hsno.com

    Specialties
    Professional, affordable economic loss valuation in business, personal injury (including medical malpractice), wrongful death, employment, and marital litigation. Offices in Southern California also.
    Degrees/Licenses
    BA, Economics, UCLA; MBA, St. Mary's College; Certificate in Accounting, UC Berkeley; Accredited Valuation Analyst, NACVA; Certified Earnings Analyst, AREA.
  • Featured Lister
    Timothy Gillihan CPA
    Partner
    HSNO

    1330 Broadway
    Suite 430
    Oakland, CA 94612-

    Phone: (510) 740-0386
    linkedin.com/in/timothygillihan

    Specialties
    Qualified expert in State and Federal Court. Experienced in the measurement of economic damages, business valuation, business interruption, insurance claim measurement, real estate disputes, construction, fraud investigations, employee dishonesty, employment disputes, and personal injury cases.
    Degrees/Licenses
    CPA; ABV; BS, Finance; BS, Accounting; MA, Economics
    Formal Education
    Masters, Economics, University of San Francisco, 2018; Bachelors, Finance, Indiana University, 2005; Bachelors, Accounting, 2005.
    Previous/Current Position
    Partner; Forensic Accountant; Forensic Economist
    Prof. Affil.
    AICPA, CALCPA
    Prior Expert
    Testified in state and federal courts on wide variety of areas including breech of contract, real estate disputes, personal injury and employment disputes.
  • Featured Lister
    Daniel Williams CPA
    Partner
    HSNO

    1330 Broadway
    Suite 430
    Oakland, CA 94612-

    Phone: (510) 740-0378
    Alternate: (214) 394-9418
    Email: dwilliams@hsno.com

    Degrees/Licenses
    BBA; MS; CPA
    Formal Education
    BBA, Accounting, Texas A&M University, 2000; MS, Finance, Texas A&M University, 2000
    Reg/Lic
    CPA, CFF
    Honors/Awards
    Certified in Financial Forensics (CFF) by the AICPA
    Prof. Affil.
    AICPA
    Prior Expert
    Mr. Williams has testified as an expert in Superior Court, Federal Court and Arbitration.
  • Featured Lister
    Baker Tilly (formerly RGL Forensics)
    Frank A. Wisehart CPA
    Partner

    505 Montgomery Street
    Suite 600
    San Francisco, CA 94111-

    Phone: (415) 593-1323
    Alternate: (415) 956-8323
    Fax: (415) 956-1405
    Email: frank.wisehart@bakertilly.com
    www.bakertilly.com
    www.linkedin.com/company/baker-tilly-virchow-krause-llp

    Specialties
    In December 2018, RGL Forensics merged with accounting and advisory firm Baker Tilly Virchow Krause, LLP (Baker Tilly), creating a premier global forensics practice. Baker Tilly's Global Forensics team is a leading FORENSIC ACCOUNTING, BUSINESS VALUATION and CONSULTING practice that specializes in the legal, corporate and insurance markets globally. Its accountants and consultants have performed comprehensive financial investigations and valuations for over 40 years. Bringing experience and expertise in a broad range of sectors to clients on every engagement, Baker Tilly's investigative accounting, business valuation and financial consulting services deliver clarity in the most complex situations. Their partners have a long history of serving as financial expert witnesses. They have testified as expert witnesses on the measurement of economic damages, business valuation issues and fraud examinations in dispute proceedings and litigation in State and Federal courts across the U.S.
    Degrees/Licenses
    CPA's, ABV's, CFF's, CFE's, MAFF's
    Formal Education
    MBA, Cornell University; BS, Business Administration, Miami University
    Honors/Awards
    Accounting Today Top 100 Firms (2012-2017); Best Firms to Work for (2012-2016); Best Expert Service Provider (2005-2016)
    Prof. Affil.
    Baker Tilly International
    Prior Expert
    Frank Wisehart is a court approved expert witness with over 20 years of experience in: forensic accounting; business valuation; IP valuation; family law; transaction due diligence; damages; bankruptcy/reorganization. He is a trusted advisor on the financial implications of strategic transactions and business disputes.
  • Celeste K. Plaister CPA
    Principal
    Celeste K. Plaister CPA

    209 Prune Tree
    Healdsburg, CA 95448-

    Phone: (707) 431-7422
    Alternate: (707) 326-1999
    Email: Celeste@ckplaister.com
    www.ckplaister.com

    Specialties
    Economic damages, lost profits, business valuations, construction defect claims, labor disputes, personal injury, family law and trust / estate matters. Over 15 year's forensic accounting/expert witness experience in San Francisco Bay Area.
    Degrees/Licenses
    CPA; CFF; ABV.
  • F. Michael Sowerwine CPA, CFF
    Partner
    HSNO

    San Francisco Area Headquarters
    1330 Broadway, Suite 430
    Oakland, CA 94612-

    Phone: (510) 740-0377
    Fax: (510) 740-0190
    Email: msowerwine@hsno.com
    www.hsno.com

    Specialties
    He specializes in the measurement of economic damages and loss of income resulting from business interruption, property loss, employee dishonesty, fraud and third party insurance claims. He has provided investigative accounting assistance for law firms on suspected fraud and arson cases. Mr. Sowerwine was promoted to partner in 2003.
    Degrees/Licenses
    BS, CPA / CFF.
    Formal Education
    BS, University of California at Davis, 1989, Agricultural and Managerial Economics; Continuing Professional Education requirements fulfilled as required by California State Board of Accountancy.
    Reg/Lic
    Certified Public Accountant, State of California Certificate # 76592.
    Prof. Affil.
    Member, American Institute of Certified Public Accountants; Member, California Society of Certified Public Accountants; Member San Francisco Property Claims of the Pacific Association.
    Prior Expert
    Mr. Sowerwine has testified as an expert witness on many occasions in Superior Court, Federal Court, arbitrations and insurance appraisals.
  • RSM
    John Tira CPA

    44 Montgomery Street, Suite 3900
    San Francisco, CA 94104-

    Phone: (415) 848-5313
    Fax: (415) 848-5353
    Email: john.tira@rsmus.com
    www.rsmus.com/litigation

    Specialties
    RSM is the 5th largest accounting and consulting firm in the United States, with more than 90 offices throughout the country, including San Francisco, San Jose, Los Angeles, Orange County and San Diego. Our financial investigations and dispute advisory practice provides strategy and support to counsel, corporations and clients in the areas of business and commercial litigation, forensic accounting, financial investigations, matters involving fraud, contract compliance issues and royalty inspections. Our services include assessing and quantifying economic damages and providing financial and accounting analysis in a variety of contested settings including contract disputes, post-closing/acquisition disputes, breach of fiduciary duty matters, real estate disputes, partnership disputes and white collar criminal proceedings. We also have extensive experience performing forensic accounting analyses, conducting financial investigations and evaluating matters involving fraud. Our qualified professionals have experience providing expert witness testimony at deposition, arbitration and trial.
    Degrees/Licenses
    CPAs; CFFs; CFEs; ASAs; CFAs; CVAs; ABVs.
    Honors/Awards
    Qualified professionals have experience providing expert witness testimony at deposition, arbitration and trial.
  • Barbara Luna PhD
    Partner
    White, Zuckerman, Warsavsky, Luna & Hunt

    15490 Ventura Blvd., Suite 300
    Sherman Oaks, CA 91403-

    Phone: (818) 981-4226
    Fax: (818) 981-4278
    Email: expert@wzwlh.com
    www.wzwlh.com

    Specialties
    Expert witness testimony for complex litigation involving damage analyses of lost profits, unjust enrichment, reasonable royalties, lost earnings, lost value of business, forensic accounting, fraud investigation, and investigative analysis of liability. 500+ times testifying as an expert witness at trial and arbitration. Excellent communications with extensive testimony experience throughout CA and other states. Experts hold PhDs, MBAs, JD's, CPAs, ASAs, CVAs, ABVs, CGREAs, CFFs and CFEs. Prior Big Four accounting firm experience. Areas: Accounting, breach of contract, breach of fiduciary duty, business interruption, business dissolution, cash flows available for support, class actions, construction defects + economic damages, delays and cost overruns, elder abuse, false advertising, fraud, insurance, intellectual property including trademark, patent and copyright infringement, and trade secrets, lemon law, lender liability, misrepresentations, partnership disputes, personal injury, product liability, professional malpractice, real estate disputes, securities litigation, tracing, trusts & estates, unfair competition, valuation of businesses, white collar crimes, and wrongful termination.
    Degrees/Licenses
    PhD, CPA, CFE, ASA, CVA, ABV, CGREA.
    Formal Education
    PHD - Applied Math - Harvard MBA/JD - UCLA
    Prior Expert
    ***Names to be included under Barbara: Dean Atkinson, Partner (who is a CPA, CFE and ABV), John Luna, Partner (who is a CPA, CFE, ABV, JD and MBA), Venita McMorris, Partner (who has an MA in Economics). All the degrees and licences of the above names should be included in the Degree/Licence section.
  • FULCRUM INQUIRY
    David Nolte
    Principal

    888 S. Figueroa Street, Suite 2000
    Los Angeles, CA 90017-

    Phone: (213) 787-4111
    Fax: (213) 891-1300
    Email: dnolte@fulcrum.com
    www.fulcrum.com

    Specialties
    Our analysis and research combined with unique presentation techniques provide an unequaled track record in successful court cases and client recoveries. Our expertise encompasses damages analysis, lost profit studies, business valuations, fraud investigations, and economic analysis. See our ad on the inside back cover.
    Degrees/Licenses
    CPA; CFA; ASA; PhD; MBA.
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