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Tax Expert Witness - Sample 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.

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The below expert witness bios represent a small fraction of those Tax experts known by Cahn Litigation Services. These bios are provided to give attorneys a sense of the Tax landscape.


Expert Witness #251152

This expert was an Administrator of the ATF's Tobacco Tax and Trade Board (TTB). Now retired, this expert is in a consulting position.


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Expert Witness #253283

This expert is Managing Director of a nationally recognized business valuation/investigative services and tax consulting and compliance firm. This expert has provided business valuation, dispute advisory, forensic accounting, and tax consulting services to clients for many years. This expert has also implemented and administered back and middle office operations for private equity and venture capital funds.

With respect to litigation support activities, this expert is a recognized business valuation and economic damages expert, and has presented expert witness testimony in these areas on numerous occasions. Among other engagements, this expert has provided business valuation services for M&A transactions, corporate divestitures, marital dissolutions, shareholder/partner disputes, joint ventures, estate and gift tax matters, and has analyzed economic damages for both plaintiffs and defendants. On each engagement, this expert uses training as a forensic accountant to formulate comprehensive and understandable analyses.

With respect to forensic accounting expertise, this expert has assisted attorneys throughout all phases of investigations from pre-case assessment through expert witness testimony. Among other engagements, this expert has provided forensic accounting services related to procurement reviews, tenant/landlord lease verifications, and income/cash flow assessments.

This expert holds the following certifications and qualifications:

-  Certified Public Accountant (CPA)
-  Accredited in Business Valuation (ABV)
-  Certified in Financial Forensics (CFF)
-  Certified Fraud Examiner (CFE)
-  Certified Valuation Analyst (CVA)

This expert has authored articles, and has presented at numerous business conferences.


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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.


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Expert Witness #253332

This expert is a Managing Director in a real estate practice within the Valuation Advisory group. This expert's concentration is in commercial real estate valuation and advisory services, where this expert has many years of national and international appraisal, review, and consulting experience. This expert's experience encompasses a wide range of commercial real estate engagements covering numerous property types from core properties to special purpose properties, and a variety of matter types such as litigation, estate & gift tax reporting, financial reporting, and consulting. This expert's experience includes many public speaking engagements and this expert has been qualified as an expert witness and has testified in a variety of state and local jurisdictions.


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Expert Witness #257658

This expert has been a traditional tax advisor for many years. This expert now specializes in cryptocurrency tax advising for investors and clients and has become a well-known name in Crypto-Blockchain circles, for producing national events and conferences on the topic. This expert has taken several graduate-level courses on Cryptocurrency and has numerous connections with others in this small but quickly growing field.


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Expert 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.


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Expert Witness #257962

This expert holds an LL.M. in Taxation. This expert focuses on tax issues related to individuals and business transactions and has litigated matters in federal and state trial courts, tax court, and state appeals court. This expert has significant experience in the preparation of federal and state tax returns.


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Expert Witness #260208

This expert is an expert in applied finance and energy matters with many years of experience in complex commercial litigation, arbitration and regulatory proceedings. This expert has been retained as an expert to testify in international and domestic arbitration, and before the Federal Energy Regulatory Commission, US Tax Court, US Federal Court, and US Bankruptcy Court, the National Energy Board in Canada, as well as state and provincial public utilities boards in the US and Canada. In the oil and gas sectors, this expert has consulted on rate matters, mergers and acquisitions, restructurings, contract disputes, valuation and product pricing. This expert has served as an expert in regulatory hearings and has also carried out studies of the reasonableness of gas supply agreements in various jurisdictions and quantified damages in connection with the early termination of such agreements


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Expert Witness #260548

This expert holds a Masters degree in Economics and brings to the table many years of experience specializing in tax issues and public policy. This expert serves as Chief Economist for a highly respected economics consultancy that focuses on the impact of fiscal policy on economic performance; shortcomings of existing tax systems and proposals for reform; and the long-run effects of growing fiscal imbalances.

This expert's work has often played a pivotal role in the policy making process. This expert's work on the adverse effects of high estate taxes on entrepreneurship, for example, is frequently cited by proponents of transfer tax reform. Similarly, this expert's work on the role that excessive excise taxes have played in encouraging tax evasion and related crime has made this expert a frequent witness when states and localities are considering additional tax hikes.

This expert worked as an economist where this expert started as a temporary employee fresh out of graduate school, and left as its chief economist. This expert become a senior economist specializing in tax issues. This expert has also worked as an economist and budget analyst for the federal government. This expert has worked on a wide variety of tax issues including the effects of tax credits. This expert served as an expert witness. In this case the governments alleged that they lost hundreds of millions of dollars in tax revenue because of illegal cigarette shipments into the city.

This expert's work has been cited in many influential publications. This expert has also published opinion pieces in newspapers across the country. In addition, this expert has appeared on numerous broadcast and cable news programs and given hundreds of interviews on radio stations nationwide.


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Expert 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.


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