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Register of Experts

Showing 1 - 10 of 10 Expert(s) found in All Categories

  • 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.
  • 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.
  • 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.
  • 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.
  • Bob Bates CPA
    President
    HP Accounting Services, Inc.

    1819 Polk St. #314
    San Francisco, CA 94109-

    Phone: 5083318815
    Alternate: 4152640984
    Email: mail@hpaccounting.com
    www.hpaccounting.com

    Specialties
    Valuations, Expert Witness, SEC accounting, Forensic Accounting, Mergers and acquisitions. Over 25 years experience. CVA, CFE, CFO.
    Degrees/Licenses
    CPA.
  • 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.
  • Keith C. Stoneking CPA
    Stoneking, CPA & Mediation Services

    42 Lincoln Drive
    Sausalito, CA 94965

    Phone: (415) 332-3064
    Alternate: 4153288488
    Fax: (415) 289-0893
    Email: kcscpa@comcast.net

    Specialties
    Tax preparation/planning, litigation and mediation. Litigation services are family law, business acquisitions, business valuations, tax fraud, fraud and accounting issues. Mediator, neutral evaluator, consultant/expert in family and civil mediation cases.
    Degrees/Licenses
    AA, BS, MBA, CPA, CFF.
    Formal Education
    AA, El Camino College; BS, Accounting, California State University, Long Beach; MBA, General Management, Golden Gate University, San Francisco; Certified Public Accountant; AICPA, Personal Financial Course; AICPA and California Society of CPAs, Continuing Education Courses, S. Rosenburg Mediation Training.
    Reg/Lic
    CPA, CFF, Family Law Mediator Nevada County Superior Court.
    Previous/Current Position
    Bechtel Corp., Wells Fargo, Provident, and Regency Development Co. Bechtel: Dept. Cost Engineer, Audit Sup., and Employment Advertising Mgr. Established internal audit depts. for Wells Fargo and Provident. Regency: 3 yrs. Operations Mgr.
    Prof. Affil.
    American Institute of CPAs. California Society of CPAs. Marin County Bar Association, ADR Section. U.S. Bankruptcy Court Dispute Resolution Panel. California Society of CPAs Committees and Boards: Accounting Principles & Audit Standards, San Francisco Chapter; Litigation Consulting Services, San Francisco Chapter; 1996 - 2002 Family Law Conference Planning Committee; State Annual Meetings Committee 1995 through 1997; State Litigation Consulting Service: Family Law Section, Fraud Section, Economic Damages Section; Board of Directors 1996-1998, San Francisco Chapter. Rotary Club of Sausalito, Collaborative Council Of The Redwood Empire.
    Publications
    Mediation; What is It and What Are the Pit Falls, presented to the California Society of CPAs 2/19/04.
    Prior Expert
    Mr. Stoneking has conducted numerous mediations in the area of family, civil and bankruptcy law. He has made several presentations to the California Society of CPAs on mediation and collaborative law.

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