Register of Experts

ACCOUNTING

Showing 5 Provider(s) found in ACCOUNTING
Featured Lister

Baker Tilly

Frank A. Wisehart, Partner, CPA

50 Fremont Street
40th Floor
San Francisco, CA 94115
Phone: (415) 500-5108 Fax: (415) 956-1405 Email: frank.wisehart@bakertilly.com Website: www.bakertilly.com

Specialties

Baker Tilly's Global Forensics team is a leading FORENSIC ACCOUNTING, BUSINESS VALUATION and LITIGATION 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

Prof. Affiliations

Baker Tilly International

Prior Expert

Frank Wisehart is a court approved expert witness with over 25 years of experience in: Forensic Accounting; Business Valuation; Lost Profits; IP Valuation; Family Law; Commercial; Damages; Bankruptcy/Reorganization. He is a trusted advisor on the financial implications of strategic transactions and business disputes.

Featured Lister

White, Zuckerman, Warsavsky, Luna, Wolf & Hunt

Barbara Luna, PhD, CPA, CFE, ASA, ABV, CVA, Partner
John Luna, CPA, CFE, ABV, JD, MBA, Partner
Dean Atkinson, CPA, CFE, ABV, Partner
Venita McMorris, MA, Partner

15490 Ventura Blvd., Suite 300
Sherman Oaks, CA 91403
Phone: (818) 981-4226 Fax: (818) 981-4278 Email: expert@wzwlh.com Website: 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

Featured Lister

Advisors/Experts @ MCS Associates

Managing Partner

Norman Katz

13681 Newport Ave.
Ste. 8-387
Tustin, CA 92780
Phone: (949) 263-8700 Fax: (949) 263-0770 Email: experts@mcsassociates.com Website: www.mcsassociates.com

Specialties

A nationwide specialist consulting and expert witness company (established 1973) that concentrates exclusively in Banking, Finance, Insurance, Real Estate, Financial Services, Economics / Statistics and Accounting and related Damages.

MCS Litigation Practice – CV

Areas of Expertise include:
BANKING: Operations/Administration, Depository/Checking Accounts, Regulatory issues, Compliance; LENDING (all categories - including Residential, Commercial, Construction, Corporate, Personal, etc.), Underwriting, Credit/Administration, Servicing, Policies/practice; FINANCE: Securities, Investments & Brokerage, Trusts & Fiduciaries, Bankruptcy, Foreclosures and Workouts, Investment Banking, Corporate Finance; REAL ESTATE: Lending, Brokerage, Title/Escrow, Property Management, Development; INSURANCE (all categories): Coverage, Claims, Broker/Agent functions, Industry Custom/Practice, Policy Underwriting; Operations and Actuarial; DAMAGES & ACCOUNTING, Economics, Statistics, Valuations/Appraisals, Forensic Accounting & Accounting/Audit.

Degrees/Licenses

MBAs; PhDs; CPAs; ASA/MAIs; CPMs; CREs; CFPs; RE Brokers/Agents; Insurance brokers/agents; CPCUs; CLUs; ARMs and many more.

Prior Expert

Expert Witness and Litigation Consulting have been the primary focus of the company’s services for the past 30+ years, built on the expertise, resources and reputation of four decades as a leading provider of financial, operations, management and compliance consulting and expert services in our areas of specialization.

With 500 highly qualified and experienced experts/consultants providing evaluation, testimony and litigation consulting on behalf of both plaintiff and defendants of all types, our clients include leading national and regional law firms, many smaller/boutique litigation firms and attorneys, numerous governmental / regulatory agencies (FDIC, SEC, IRS, US and State DOJs, FHLB, etc.), financial institutions, and a wide-range nationwide of corporations and private individuals.

We also provide TARGETED SEARCHES AT NO COST for unique, hard-to-find/unusually specialized experts not already within our wide-ranging group; STRATEGIC ALLIANCES NATIONWIDE across the banking, financial, real estate and insurance industries; LEADING EXPERTS from the worlds of economics, accounting, academia and the regulatory agencies; POWERFUL CAPABILITIES IN DAMAGES, Forensic Accounting. Economic Analysis, and Valuations / Appraisals.

Nora Ostrofe MBA, CEA, CVA

Senior Economist

J.S. Held

San Francisco Headquarters
1999 Harrison Street, Ste. 1440
Oakland, CA 94612
Phone: (510) 388-4415 Alternate: (510) 740-0376 Fax: (510) 740-0392 Email: nostrofe@jsheld.com Website: www.JSheld.com

Specialties

Professional, affordable economic loss valuation in the following practice areas: business interruption; business valuation; class action (product liability, wage and hour); divorce | marital dissolution; employment (including class action, wage and hour, wrongful termination); personal injury (including maritime and medical malpractice); valuation of life care plans; and wrongful death.

Degrees/Licenses

BA; MBA; Certificate in Accounting, U.C. Berkeley; Certified Valuation Analyst, NACVA; Certified Earnings Analyst, AREA

Formal Education

BA, Economics, UCLA; MBA, St. Mary’s College; Certificate in Accounting, U.C. Berkeley

Prof. Affiliations

American Rehabilitation Economics Association (AREA); Collegium of Pecuniary Damage Experts (CPDE); National Association of Forensic Economics (NAFE); National Association of Certified Valuators and Analysts (NACVA)

Publications

Provided upon request.

Prior Expert

Provided upon request.

Randy Sugarman

Managing Partner

Sugarman & Company LLP

505 Montgomery Street
11th Floor
San Francisco, CA 94111
Phone: (415) 395-7501 Alternate: (415) 314-6566 Fax: (415) 658-2858 Email: sugarmanco@gmail.com Website: www.sugarman-company.com

Specialties

Forensic accountant. Expert witness testimony on management and financial issues. Accounting malpractice expert. Litigation support. Workout and bankruptcy consultant. Assumes management responsibilities, implements cost controls, negotiates with creditors, and supervises asset liquidation. Acts as a State Court Referee and Receiver, Federal Bankruptcy Trustee, and Examiner. Federal Court Special Master.

Degrees/Licenses

CPA, MBA, CFE, CIRA, CFF.

Formal Education

BA and MBA, Stanford University.

Previous/Current Position

Randy Sugarman, Managing Partner, founded Sugarman & Company LLP in 1977. Mr. Sugarman was previously associated with the national accounting firms of Main Hurdman (now KPMG Peat Marwick) and Kenneth Leventhal & Company (now Ernst & Young).

Prof. Affiliations

Association of Insolvency Accountants, Turnaround Management Association, American Bankruptcy Institute, National Association of Certified Fraud Examiners, California Bankruptcy Forum, American Institute of Certified Public Accountants, BASF and California Society of Certified Public Accountants. A founding member of the Turnaround Management Association, where he served on the Board of Directors. Mr. Sugarman also previously served on the Board of Directors of the Bay Area Bankruptcy Forum and on the California Society of Certified Public Accountants' Committee on Taxation.

Prior Expert

Expert witness testimony on management and financial issues in 60+ litigation cases. Appointed State Court Referee and Receiver, Federal Bankruptcy Trustee, Assignee for Benefit of Creditors or Examiner with over 50 years experience.

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