Baker Tilly
PartnerFrank A. Wisehart, CPA
505 Montgomery StreetSuite 600
San Francisco, CA 94111 Phone: (415) 593-1323 Alternate: (415) 956-8323 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 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; 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.
George McLaughlin MBA
J. S. Held LLC
1330 Broadway#430
Oakland, CA 94612 Phone: (510) 740-0384 Fax: (510) 740-0190 Email: gmclaughlin@jsheld.com Website: www.jsheld.com
Specialties
Qualified expert in State and Federal Court. Recognized and respected authority in the measurement of economic loss of income resulting from personal injury, wrongful death, employment discharge, medical malpractice, construction defect, and business interruption. Expert in business valuations in shareholder or partnership disputes, and marital dissolutions.
Degrees/Licenses
CVA, CEA, MBA.
Advisors/Experts @ MCS Associates
Managing PartnerNorman Katz
17731 Irvine Blvd.Suite 200
Tustin, CA 92780 Phone: (949) 263-8700 Fax: (949) 263-0770 Email: experts@mcsassociates.com Website: 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.
Advisors/Experts @ MCS Associates
Managing PartnerNorman Katz
17731 Irvine Blvd.Suite 200
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.
Area of Expertise include:
BANKING: Operations/Administration, Depository/Checking Accounts, Regulatory issues, Compliance; LENDING (all categories), 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, 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
As our primary focus for 30+ years, 500+ highly qualified and experienced experts/consultants providing evaluation, testimony and litigation consulting on behalf of both plaintiff and defendants of all types re: 4,000+ cases. Clients include leading national and regional law firms, also many smaller/boutique litigation firms and attorneys, and numerous governmental / regulatory agencies (FDIC, SEC, IRS, US and State DOJs, FHLB etc.)
We 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.
Jack Young
NorCal Valuation
920 Hemenway StreetWinters, Ca 95690 Phone: (530) 795-5536 Email: Jack@norcalvaluation.com Website: www.norcalvaluation.com
Specialties
Understandable, defensible equipment appraisals and appraisal reviews for family law, ad valorem tax, insurance disputes, business combinations/dissolutions, corporate conversions, litigation, due diligence, estate & gift tax, and more.
Degrees/Licenses
BS, Accounting; CPA; ASA
Mark Cohen
Chief EconomistCohen Volk Economic Consulting Group
1155 Alpine RoadWalnut Creek, CA 94596 Phone: (925) 299-1200 Fax: (925) 482-0824 Email: mcohen@cohenvolk.com Website: www.cohenvolk.com
Specialties
High quality, reasonably priced economic analysis/valuation in business, personal injury, wrongful death, employment discharge and marital litigation. Lost earnings, future care costs, labor/job markets consultation/studies. Develop/broker structured settlements.
Degrees/Licenses
BS, MS, MA, Cert. Earnings Analyst, Lic. Life Agent (CA).
Formal Education
BS, Finance, University of CA, Berkeley; MS, Finance, Boston University; MA, Counseling, St. Mary's College.
Registration and Licenses
Certified Earnings Analyst, Lic. Life Agent (CA).
Previous/Current Position
Vice President, The Udinsky Group. Adjunct Professor of International Investments, Dominican College. Adjunct Professor of Money and Banking, Statistics and Management, European Business School; Board Member, Bay Area Psychotherapy Training Institute.
Honors/Awards
Graduated first in Boston University Master's program. Honor's Student's Society, University of CA, Berkeley.
Prof. Affiliations
American Society of Appraisers (Business Valuation); American Rehabilitation Economics Association; American Economic Association; Career Planning Faculty Committee at Dominican College.
Publications
The Economics of Employment Discharge.
Prior Expert
30+ years experience in analyzing losses in Business, Personal Injury, Wrongful Death, Employment Discharge, Marital Litigation.
Celeste K. Plaister
PrincipalCeleste K. Plaister CPA
209 Prune TreeHealdsburg, CA 95448 Phone: (707) 431-7422 Alternate: (707) 326-1999 Email: Celeste@ckplaister.com Website: 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
Stoneking, CPA & Mediation Services
42 Lincoln DriveSausalito, CA 94965 Phone: (415) 332-3064 Alternate: (415) 328-8488 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.
Registration and Licenses
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. Affiliations
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.
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt
Barbara Luna, PhD, Partner
Dean Atkinson, CPA CFE ABV, Partner
John Luna, CPA CFE ABV JD MBA, Partner
Venita McMorris, MA, Partner
15490 Ventura Blvd., Suite 300Sherman 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
Bob Bates CPA
PresidentHP Accounting Services, Inc.
1819 Polk St. #314San Francisco, CA 94109 Phone: (508) 331-8815 Alternate: (415) 793-7777 Email: mail@hpaccounting.com Website: www.hpaccounting.com
Specialties
Valuations, Expert Witness, SEC accounting, Forensic Accounting, Mergers and acquisitions, Damage Calculations. Over 25 years experience. CVA, CFE, CFO
Degrees/Licenses
CPA