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.
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.
Bob Bates, JD, CPA, CVA, CFE
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. JD, CPA, CVA, CFE.
Degrees/Licenses
JD, 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