White, Zuckerman, Warsavsky, Luna, Wolf & Hunt
Barbara Luna, PhD, CPA, CFE, ASA, ABV, CVA, Partner
15490 Ventura Blvd., Suite 300
John Luna, CPA, CFE, ABV, JD, MBA, Partner
Dean Atkinson, CPA, CFE, ABV, Partner
Venita McMorris, MA, Partner
Sherman Oaks, CA 91403 Phone: (818) 981-4226 Fax: (818) 981-4278 Email: email@example.com Website: www.wzwlh.com
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.
PhD, CPA, CFE, ASA, CVA, ABV, CGREA.
PHD - Applied Math - Harvard
MBA/JD - UCLA
Nora Ostrofe MBA, CEA, CVASenior Economist
J.S. HeldSan Francisco Headquarters
1999 Harrison Street, Ste. 1440
Oakland, CA 94612 Phone: (510) 388-4415 Alternate: (510) 740-0376 Fax: (510) 740-0392 Email: firstname.lastname@example.org Website: www.JSheld.com
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.
BA; MBA; Certificate in Accounting, U.C. Berkeley; Certified Valuation Analyst, NACVA; Certified Earnings Analyst, AREA
BA, Economics, UCLA; MBA, St. Mary’s College; Certificate in Accounting, U.C. Berkeley
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)
Provided upon request.
Provided upon request.
Frank A. Wisehart, Partner, CPA50 Fremont Street
San Francisco, CA 94115 Phone: (415) 500-5108 Fax: (415) 956-1405 Email: email@example.com Website: www.bakertilly.com
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.
CPA's, ABV's, CFF's, CFE's, MAFF's
MBA, Cornell University; BS, Business Administration, Miami University
Baker Tilly International
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.
George A. Jouganatos PhDPrincipal Economist
George A. Jouganatos, Ph.D. Consulting2001 T Street
Sacramento, CA 95811-6823 Phone: (916) 739-1132 Alternate: (916) 743-2339 Email: firstname.lastname@example.org Website: www.jouganatos.com
Economics, finance, management, statistics. Reasonable fees, efficient, responsible, and excellent research, analysis & testimony for business valuations, loss of earnings, income, benefits, retirement, profits, household services & future expenses. Loss calculations owing to injury, death, wrongful termination, employment discrimination & business issues. Labor market studies, surveys, performance measures. Assist in the preparation of interrogatories, discovery and depositions. Excellent track record, client list & references. Much of my litigation consulting is in the Bay Area. Taught numerous MCLE courses on economic analysis.
B.S., M.A., Ph.D.
B.S., M.A., Ph.D. (1989), Economics, University of California.
More than 30 years university faculty: University of California, Davis, University of California, Santa Cruz. California State University, Sacramento, & University of San Francisco. Teach various courses in economics, finance and business management. 28 years consulting experience.
Faculty Research Fellows Grant from the Center of California Studies (2000 & 2012), California State University, Sacramento; numerous contracts from California state government agencies 1991-2001 for applied research and analysis, incl Governor’s Office of Planning and Research. Chancellor’s Patent Fund Grant, Humanities Graduate Student Research Grant and Teaching Assistant Fellowship.
National Association of Forensic Economics, Sacramento County Bar (associate), American Economic Association, Association for Evolutionary Economics, The Friends of Mt. Athos Society.
Two on-line MCLE technical articles and examinations regarding economic analysis in personal injury and employment matters. Four on-line MCLE videos on economic analysis in employment, personal injury and wrongful death, business cases, and effective use of experts. Technical article on the issue of the appropriate discount rate in litigation. A seminal research book on the development of the Greek economy. Many technical reports for state agencies. My publications/reports have been cited numerous times by other authors.
Cases include employment, business valuations, divorce, injury, death, lost profits, immigration, medical malpractice. More than 850 cases and for more than 200 law firms. Other states and B.C., Canada. Additionally, applied research and analysis for state government, insurance and financial institutions. Instructor - 30+ MCLE seminars. Attended MCLE classes. Interviewed by media for commentaries on economics 50+ occasions. Several public lectures on various topics in economics.
Bob Bates, JD, CPA, CVA, CFEPresident
HP Accounting Services, Inc.1819 Polk St. #314
San Francisco, CA 94109 Phone: (508) 331-8815 Alternate: (415) 793-7777 Email: email@example.com Website: www.hpaccounting.com
Valuations, Expert Witness, SEC accounting, Forensic Accounting, Mergers and acquisitions, Damage Calculations. Over 25 years experience. JD, CPA, CVA, CFE.
Advisors/Experts @ MCS AssociatesManaging Partner
Norman Katz13681 Newport Ave.
Tustin, CA 92780 Phone: (949) 263-8700 Fax: (949) 263-0770 Email: firstname.lastname@example.org Website: www.mcsassociates.com
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.
MBAs; PhDs; CPAs; ASA/MAIs; CPMs; CREs; CFPs; RE Brokers/Agents; Insurance brokers/agents; CPCUs; CLUs; ARMs and many more.
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.