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This highly qualified expert has provided valuation and corporate finance consulting services since 1987. He is a Chartered Financial Analyst (CFA) and he is a member of several prestigious associations including the Healthcare Financial Management Association and the American Society of Appraisers. He previously worked as the Senior Managing Director of American Appraisal Associates Inc where he was the Chair of Healthcare Industry Practice. Currently, this expert works as Managing Director in a global consulting firm in Illinois. He specializes in the valuation of a wide variety of businesses and business interests, fairness and solvency opinions, consulting with corporations with respect to corporate finance issues, and estimating economic damages. He has provided opinions of value, fairness, and solvency for many purposes such as acquisitions, divestitures, business and strategic plan reviews, business unit performance measurement, SEC filings, US GAAP and other financial reporting requirements, US federal, state, and non-US tax reporting requirements, regulatory compliance, various dispute resolution and litigation procedures and general advisory purposes. This expert has worked with clients across a wide variety of industries such as business and consumer services, construction, engineering and real estate development, construction materials, banking, financial institutions and insurance, healthcare services and managed care.
Managing Director, A Valuation Services Firm
Master of Business Administration (MBA), DePaul University
Chicago,
Illinois
Find Tax Expert Witnesses In:
What Can a Tax Expert Witness Opine On?
Tax Preparation
Preparing and filing tax returns for clients.
Tax Planning
Strategizing to minimize tax liabilities.
IRS Representation
Representing clients in IRS audits.
Tax Compliance Review
Ensuring adherence to tax laws and regulations.
Estate Tax Planning
Planning for taxes on inheritances and estates.
Sales Tax Consulting
Advising on sales tax obligations and compliance.
FAQs for Tax Expert Witnesses
What is a tax expert witness?
A tax expert witness is a qualified tax professional who provides specialized opinions in legal disputes. They assist by reviewing financial records, clarifying complex tax issues, and testifying in court.
What types of cases may necessitate the expertise of a tax expert witness?
A tax expert witness handles tax fraud, evasion, IRS disputes, audits, valuation, corporate tax, international tax, estate and gift tax, and complex tax litigation cases.
How should I assess the qualifications of a tax expert witness for complex corporate matters?
Assess a tax expert witness by reviewing their corporate tax credentials, litigation experience, expert reports, prior testimony, and success in similar complex corporate cases.
What factors determine the appropriate fee structure for a tax expert witness engagement?
The appropriate fee structure for a tax expert witness engagement depends on the case complexity, expert’s experience, time required, scope of work, and market rates.
How can a tax expert witness assist in evaluating the strength of a tax controversy claim?
A tax expert witness evaluates tax records, applies relevant law, and explains technical issues clearly to help assess the strength and defensibility of a tax controversy claim.
What is Expert Institute’s process for selecting tax expert witnesses?
Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.