Frank A. Wisehart
PartnerBaker Tilly
505 Montgomery Street, Suite 600, San Francisco, CA, 94111 Phone: (415) 593-1323 Alternate: (415) 956-8323 Fax: www.baker-tilly.com Email: frank.wisehart@bakertilly.comSpecialties
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. Affil.
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.
Nora Ostrofe
Senior EconomistJ.S. Held
San Francisco Headquarters, 1999 Harrison Street, Ste. 1440, Oakland, CA, 94612 Phone: (510) 388-4415 Alternate: (510) 740-0376 Fax: www.JShel-d.com Email: nostrofe@jsheld.comSpecialties
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. Affil.
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.
Bob Bates
PresidentHP Accounting Services, Inc.
1819 Polk St. #314, San Francisco, CA, 94109 Phone: (508) 331-8815 Alternate: (415) 793-7777 Email: mail@hpaccounting.com www.hpaccounting.comSpecialties
Valuations, Expert Witness, SEC accounting, Forensic Accounting, Mergers and acquisitions, Damages, Calculations. Over 25 years experience. CVA, CFE, CFO
Degrees/Licenses
CPA
Barbara Luna
PartnerWhite, 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.comSpecialties
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
Prior Expert
***Names to be included under Barbara:
Dean Atkinson, Partner (who is a CPA, CFE and ABV),
John Luna, Partner (who is a CPA, CFE, ABV, JD and MBA),
Venita McMorris, Partner (who has an MA in Economics).
All the degrees and licences of the above names should be included in the Degree/Licence section.
Celeste K. Plaister
PrincipalCeleste K. Plaister CPA
209 Prune Tree, Healdsburg, CA, 95448 Phone: (707) 431-7422 Alternate: (707) 326-1999 Email: Celeste@ckplaister.com www.ckplaister.comSpecialties
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.