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Register of Experts

Showing 1 - 10 of 10 Expert(s) found in All Categories
(Show 10 records per page)

  • Featured Lister
    Advisors/Experts @ MCS Associates
    Norman Katz
    Managing Partner

    18881 Von Karman, Suite 1175
    Irvine, CA 92612-

    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
    RGL Forensics
    Frank A. Wisehart CPA
    Partner

    505 Montgomery Street
    Suite 600
    San Francisco, CA 94111-

    Phone: 4155931323
    Alternate: 4159568323
    Fax: 4159561405
    Email: fwisehart@rgl.com
    www.rgl.com
    https://www.linkedin.com/company/rgl-forensics

    Specialties
    RGL Forensics is a leading FORENSIC ACCOUNTING, BUSINESS VALUATION and CONSULTING firm 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, RGL's investigative accounting, business valuation and financial consulting services deliver clarity in the most complex situations. RGL 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. EDUCATION: MBA, Cornell University; BS, Business Administration, Miami University HONORS: Accounting Today Top 100 Firms (2012-2017) Best Firms to Work For (2012-2016) Best Expert Service Provider (2005-2016) PRIOR EXPERIENCE: 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.
    Degrees/Licenses
    CPA's, ABV's, CFF's, CFE's, MAFF's
  • Celeste K. Plaister CPA
    Principal
    Celeste K. Plaister CPA

    209 Prune Tree
    Healdsburg, CA 95448-

    Phone: 7074317422
    Alternate: 7073261999
    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.
  • Mark R. Newton CPA
    Vice President, Shareholder
    Hagen, Streiff, Newton & Oshiro, Accountants, PC

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

    Phone: 5107400374
    Fax: 5107400190
    Email: mnewton@hsno.com
    www.hsno.com

    Specialties
    Qualified expert in State and Federal Court. Nationally recognized and respected authority in the measurement of economic damages, business valuation, business interruption, insurance claim measurement, fidelity / surety bonds, construction claims, fraud investigations, employee dishonesty, and personal injury cases.
    Degrees/Licenses
    BA, CPA, ABV, CFF.
    Formal Education
    BA, Economics, University of California at Los Angeles, 1974; Continuing Professional Education requirements fulfilled as required by California State Board of Accountancy.
    Reg/Lic
    Certified Public Accountant, California, 1979, Certificate # 27261E.
    Honors/Awards
    Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants
    Prof. Affil.
    American Institute of Certified Public Accountants; California Society of Certified Public Accountants; San Francisco Property Claims Association; National Association of Forensic Economists.
    Prior Expert
    Mr. Newton has testified as an expert witness on many occasions in Superior Court, Federal Court, arbitrations and insurance appraisals. He has also testified before the International Trade Commission in Washington, DC regarding a patent infringement case.
  • 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, 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. Contact: Barbara Luna.
    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 (who is a CPA, CFE and ABV), John Luna (who is a CPA, CFE, ABV, JD and MBA), Venita McMorris (who has an MA in Economics). All the degrees and licences of the above names should be included in the Degree/Licence section.
  • Nora Ostrofe MBA
    Senior Manager
    HSNO

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

    Phone: 5103884415
    Alternate: 5107400376
    Fax: 5107400392
    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.
  • FULCRUM INQUIRY
    David Nolte
    Principal

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

    Phone: 2137874111
    Fax: 2138911300
    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.
  • RSM
    John Tira CPA

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

    Phone: 4158485313
    Fax: 4158485353
    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.
  • Steven Bankler CPA
    Steven Bankler, CPA, Ltd.

    9901 IH-10 West, Suite 670
    San Antonio, TX 78230-2246

    Phone: 2106913133
    Alternate: 8886832727
    Fax: 2106913233
    Email: steven@bankler.com
    www.bankler.com
    http://www.LinkedIn.com/pub/steve-bankler/2/470/658

    Specialties
    Accounting Expert Witness since 1994. Certified Forensic Accountant - bankruptcy, IRS, business damages. Certified Financial Forensic - U.S. Senate's only Whitewater Investigative accountant. Reviewed audit of Swiss banks for holocaust victims' assets.
    Degrees/Licenses
    CPA; PFS; Cr.FA; CFF; CGMA.
  • F. Michael Sowerwine CPA, CFF
    Partner
    HSNO

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

    Phone: 5107400377
    Fax: 5107400190
    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.

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