George McLaughlin MBA
J. S. Held LLC
1999 HarrisonSuite 1440
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.
Baker Tilly
Frank A. Wisehart, Partner, CPA
50 Fremont Street40th 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.
Advisors/Experts @ MCS Associates
Managing PartnerNorman 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.
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.
Mark Cohen
Chief EconomistCohen Volk Economic Consulting Group
1155 Alpine RoadWalnut Creek, CA 94596 Phone: (925) 299-1200 Fax: (925) 482-0824 Email: mdcohen@jsheld.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.
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
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 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