Frank A. Wisehart, CPA505 Montgomery Street
San Francisco, CA 94111 Phone: (415) 593-1323 Alternate: (415) 956-8323 Fax: (415) 956-1405 Email: firstname.lastname@example.org Website: www.bakertilly.com
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.
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; 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.
Elliott M. Stein MDGeriatric Psychiatry 525 Midvale Way
Mill Valley, CA 94941 Phone: (415) 672-9352 Email: email@example.com Website: www.elliottsteinmd.com
I am available to serve as an expert witness, and provide legal and forensic consultation, medical record reviews, and assessments concerning psychiatric issues in older individuals, including testamentary capacity, contested wills and trusts, competence, undue influence, dementia, delirium, Alzheimer's, depression, anxiety, psychosis, nursing homes, assisted living, hospitals, psychotropic medication, Medicare.
M.D., licensed in CA and FL.
B.S., Psychology, Pennsylvania State University, 1965-1969; M.D., Medicine, University of Miami School of Medicine, 1969-1973; Internship and Residency, Psychiatry, Herrick Memorial Hospital, Berkeley, CA, 1973-1976.
Registration and Licenses
Board Certified in Geriatric Psychiatry, Board Certified in Psychiatry.
Clinical Professor of Psychiatry, University of California, San Francisco, School of Medicine. Served as Director of Psychiatry and Medical Director of the Geriatric Psychiatric Hospital for the Jewish Home of San Francisco, 2010-2020. Previously in Private Practice of Geriatric and Older Adult Psychiatry in Miami and Miami Beach, Florida for 33 years. I have been Medical Director for the Community Mental Health Center of Miami Beach, Medical Director of an Inpatient Geriatric Psychiatry program, and Medical Director of an Inpatient Mood Disorder program, as well as consulting at Nursing Homes, Assisted Living and other facilities.
Distinguished Life Fellow of the American Psychiatric Association. Distinguished Fellow of the American Association for Geriatric Psychiatry. In 1997, given the Founder’s Award by the American Association for Geriatric Psychiatry for contributions to the field, only the 3rd recipient in 35 years. In 2001, given the Weinberg Memorial Award in Geriatric Psychiatry by the American Psychiatric Association, their highest award in Geriatric Psychiatry. ln 2003, was the first recipient of the Clinician of the Year Award from the American Association for Geriatric Psychiatry. In 2004, given Distinguished Alumnus Award by the University of Miami School of Medicine. Listed in Best Doctors in America continuously since 1992. Board of Directors (1982-1985) and twice elected President of the American Association for Geriatric Psychiatry (1985-1987). Treasurer (1989-1993) and on Board of Directors (1993-1997) of the International PsychoGeriatric Association, and Member of the Task Force on Testamentary Capacity and Undue Influence (2007-2016).
American Association for Geriatric Psychiatry, American Psychiatric Association, American Medical Association, Northern California Psychiatric Society, American Geriatrics Society, Gerontological Association of America, International PsychoGeriatric Association.
Author/co-author of multiple books and book chapters, and articles in the professional literature. Lecturer at local, regional, national, and international conferences. Recent publications include "Geriatric Psychiatric Outpatient Care: The Private Practice Model in the USA", in the textbook Principles and Practice of Geriatric Psychiatry, 3rd Edition (2011), and "Does your client have testamentary capacity? Mental health and memory issues that affect estate planning." California Trusts and Estates Quarterly, 17 (2), 2011.
Legal consultation regarding Geriatric Psychiatry matters in more than 50 cases. I have worked with attorneys representing both plaintiffs and defendants.
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.
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.
MBAs; PhDs; CPAs; ASA/MAIs; CPMs; CREs; CFPs; RE Brokers/Agents; Insurance brokers/agents; CPCUs; CLUs; ARMs and many more.
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.