IRS Expert Witnesses
What is an IRS expert witness?
IRS (Internal Revenue Service) expert witness candidates typically have experience in forensic accounting, appraisal, business valuation, tax law, economics, and may be certified public accountants (CPA). An IRS expert witness must not only have the appropriate substantive expertise but should also possess the ability to explain complex financial issues and evidence to lay people, such as judges and jurors.
What types of cases require an IRS expert witness?
IRS expert witnesses can provide litigation support for cases involving IRS audit defense, perform forensic accounting services, and/or assist in tax abatement. Cases may be civil or criminal and require not only expertise but the ability to communicate findings for ease of understanding.
IRS expert witness case examples
Representing the plaintiff or defendant, Cahn Litigation Services is frequently called upon by leading law firm clients to locate expert witnesses to assist in tax and IRS matters. The firm has performed numerous searches for an expert to support IRS related projects, including:
- tax preparation fraud,
- reasonable administrative costs,
- tax evasion,
- tax credits,
- professional malpractice,
- IRS audits, and
- tax liability disputes.
What litigation support work might an IRS expert witness be expected to perform?
Litigation support by an IRS expert witness could include document review, research and authoring expert reports, providing expert opinions, depositions, trial preparation, and expert testimony in court. In a high-profile case, or litigation involving a significant financial stake, a law firm may request an IRS specialist or tax authority with prior expert witness testimony experience. In addition, the lead attorney may seek an IRS subject matter expert for pre-litigation consulting work.
Cahn Litigation Services has the experience required to turn a search for an IRS expert witness around quickly, providing the right balance of expertise and testimony experience.
Related Disciplines
IRS Expert Witness - Representative Bios
Please Note: All Cahn Litigation expert witness searches are customized to attorneys' precise specifications and preferences. Attorneys are encouraged to discuss search parameters with a Cahn search specialist.
The below expert witness bios represent a small fraction of those IRS experts known by Cahn Litigation Services. These bios are provided to give lawyers a sense of the IRS landscape.
Expert Witness #253292
This expert is a Principal with a nationally recognized business valuation/investigative services and tax consulting and compliance firm. This expert is one of the firm's senior tax and legal technicians, and has provided consulting services to a variety of partnerships, corporations, estates, and high net worth individuals.
For many years, this expert has consulted with numerous publicly-traded, private, and family-owned businesses to develop, manage, and report tax-efficient strategies. This expert's experience encompasses the real estate, professional services, private equity and venture capital, retail, and financial services industries. This expert's experience also extends to assisting counsel with litigation support and forensic accounting services for matters including income taxation, real estate, complex investment profiles and the accountant's standard of care.
This expert serves as Director of the Tax Practice. Examples of this expert's tax planning and compliance engagements include: Implementing the adoption of an ESOP structure including coordination of plan adoption, the owner's exit strategy and identification of third party lending sources; establishing REIT testing guidelines and training for the manager of a $250 million privately held multi-property REIT; providing comprehensive Section 409A guidance for the deferred compensation packages of a large financial institution's executive management team, including assisting counsel in conforming the plan to 409A requirements; coordinating the qualification of substantial Research and Development Credits for a manufacturing company; providing tax strategies, income tax compliance, and business consultation to over a dozen high net worth individuals and their business each for 10 years or more; conducting several dozen cost segregation studies for commercial retail, office, and hospitality properties; active participation as a member of the team that developed the UPREIT structure, now common in the REIT industry; managing the outsourced tax departments of a publicly traded REIT with capital value in excess of $1 billion, as well as a privately held retail chain with $1 billion in gross receipts; and managing dozens of IRS audits including the resolution of an audit adjustment in excess of $1 billion.
Examples of this expert's litigation support and forensic accounting engagements include: Litigation consulting regarding "Springing Recourse" obligations; complex federal income tax applications of Section 197 intangibles (Goodwill) and related anti-churning provisions; consulting with counsel on complex management contract buy-out disputes and multi-property family real estate disputes; providing forensic accounting services to financial institution work-out officers and their counsel for obligations aggregating to over $100 million; and assisting a $100 million real estate development company and their counsel with support to work-out loans during the 2008 real estate economic tsunami.
This expert has a bachelor's degree and a law degree.
Start IRS Expert SearchExpert Witness #255188
This expert is Principal of an appraisal firm with many years of experience as full time appraiser. Certified by the American Society of Appraisers with a Senior Appraiser designation in the Machinery & Technical Specialties Discipline, this expert has completed machinery and equipment appraisals, including:
- Transportation Equipment
- Manufacturing Equipment
- Material Handling Equipment
- Scrap Metal Recycle
- Construction/Agriculture Equipment
This expert has a wide range of appraisal experience with emphasis in providing valuations for Internal Revenue Service (IRS) appraisal requirements, Financial Accounting Standards Board (FASB) requirements, bankruptcy appraisals, insurance appraisals, and casualty loss appraisals. This expert has provided both Restricted and Full Appraisal Reports, and has served as an expert witness being deposed and testifying in court.
Start IRS Expert SearchExpert Witness #255192
This expert is President of an internationally recognized M&A consultancy specializing in the Appraisal/Valuation and liquidation of assets. This expert has appraised/valued numerous businesses and many types of Machinery & Equipment. Among others, this expert holds the following accreditations:
Master Certified Machinery & Equipment Appraiser
Certified Senior Business Analyst
Certified Firearms Appraiser
Examples of businesses this expert has valued for sale include:
- Distributor of Fasteners
- Tool & Die, Prototypes, Machine Shop
- Vehicle Safety Equipment
- Metal Finishing
This expert has a wide range of appraisal experience with emphasis in providing valuations for Internal Revenue Service (IRS) appraisal requirements, Financial Accounting Standards Board (FASB) requirements, bankruptcy appraisals, insurance appraisals, and casualty loss appraisals. This expert has provided both Restricted and Full Appraisal Reports, and has served as an expert witness being deposed and testifying in court.
Start IRS Expert SearchExpert Witness #257941
This expert is a licensed and certified CPA. This expert's practice includes tax and forensic accounting, litigation support, IRS issue resolution, tax preparation and tax planning advice and this expert has deep experience as an expert witness. Previous to founding a consulting firm, this expert worked as a Revenue Agent where this expert won honors, and was responsible for Businesses, Financial Products & Transactions, and Small Business & Self-Employed taxpayers, completing field audits and financial reports. This expert was also a tax preparer and understands tax debt reduction services. This expert is well-published and has presented at national and regional conferences and symposia on the IRS, taxes, and related topics.
Start IRS Expert SearchExpert Witness #257959
This expert holds an LL.M. in Taxation. This expert has served as an expert witness in IRS matters and regularly represents individuals and companies in controversy resolution before state and federal taxing authorities. This expert has been in private practice for many years and has worked for national law firms and Accounting/Consulting firms.
Start IRS Expert SearchExpert Witness #257941
This expert is a licensed and certified CPA. This expert's practice includes tax and forensic accounting, litigation support, IRS issue resolution, tax preparation and tax planning advice and this expert has deep experience as an expert witness. Previous to founding a consulting firm, this expert worked as a Revenue Agent where this expert won honors, and was responsible for Businesses, Financial Products & Transactions, and Small Business & Self-Employed taxpayers, completing field audits and financial reports. This expert was also a tax preparer and understands tax debt reduction services. This expert is well-published and has presented at national and regional conferences and symposia on the IRS, taxes, and related topics.
Start IRS Expert Search