EXPERT NUMBER: 5084.
STATE: AZ. REGION: Southwestern, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Standard of Care Expert Financial Services, Financial Advisor, Insurance Planning, Retirement Income Planning, Budgeting, Teaching the general public: basic – advanced skills needed to be financially sound, Recruiting, Teaching new advisors to be well rounded in their review of portfolios, Teaching full-service advisors how to properly assist retirees specific needs, Managing fellow investment advisors and teams, Operations, Documentation and Maintenance of financial contracts
EXPERT NUMBER: 1265. STATE: MO. REGION: Central, Midwest, TN&Contiguous, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Banking, Commercial Lending, Consumer Lending, Mortgages, Bank Practices Standards, Investments, Portfolio Management, Trusts Estates, Pensions, Fiduciary Duty, Economic Damages, Loss Of Business Income
EXPERT NUMBER: 3306. STATE: NY. REGION: Eastern, Northeast. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
419 Welfare Benefit Plan, 412 Welfare Benefit Plan, 412i Welfare Benefit Plan, 419e 419Af6, Abusive Tax Shelters, Captive Insurance, Section 79 Plan, IRS Audits, Abusive Insurance Plans, Retirement Plans, IRS Fines, 6707A Penalties, 8886 or 8918 IRS Compliance, Abusive Retirement Plans, Listed Transactions, Life Insurance, 6707A, Tax Shelter, Tax Shelter Defense, 419 Plan Help, IRS Penalty Abatement, Tax Court, IRS Problem Solvers, IRS Penalties, Tax Offer In Compromise Help, IRS Help, 412i Plan, 412 Plan, 412i Retirement Plan, Tax Resolution, IRS Tax Lawyer, Federal Tax Fraud Penalties, Tax Settlement, Tax Problem Help, Cash Balance Plans, Insurance, Investments, Life Insurance,
EXPERT NUMBER: 827. STATE: CA. REGION: Pacific, Southwestern, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Securities, Common Stocks, Bonds, IPOS, Mutual Funds, Limited Partnerships, REITS, Private Stock Offerings Scorecards Analysis Damage Calculations Unsuitability, Breach Fiduciary Duty, Supervision, Overreaching, Churning, Stock Manipulation, RIA Activities
EXPERT NUMBER: 1149. STATE: CA. REGION: Pacific, Southwestern, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Drafting Wills, Trusts, Family Partnerships, Estate, Generation Skipping, Transfer Tax Planning Estate, Trust Controversies, Litigation, Retirement Planning, Fiduciary Planning, Prenuptial, Property Agreements, Charitable Contribution Planning, Business Start Up Analysis, Planning, Drafting, Buy Sell Agreements, Contract Negotiation Drafting, Proposition 13 Real Property, Tax Planning, Business Purchases, Sales, Reorganizations, Business Plan Preparation, Tax Treaty Planning, Ira Qualified Plan Distribution Analysis, Intellectual Property Planning, Individual, Corporate, Partnership, Llc Planning, Deferred Compensation Planning, Dispute Negotiation, Arbitration, Settlements, Professional Corporation Planning, Independent Contractor Status Planning, Strategic Planning, Compensation Planning
EXPERT NUMBER: 2314. STATE: CA. REGION: Pacific, Southwestern, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Annuities, Auction Rate Securities, Back Office Procedures, Broker Forgivable Notes, Churning Excessive Trading, Commissions Mark-Ups, Damages, Employment Issues, Hedge Funds, Hedging Strategies For Concentrated Positions, High Yield Bonds Other Complex Debt Instruments, Inter-Firm Hiring Disputes Raiding, Limited Partnerships, Managed Money, Municipal Bonds, Mutual Funds, Options Trading, Registered Investment Advisor Issues, Regulatory Disciplinary Matters, Reits TICS, Retirement Strategies, Rule #144 Control Stock Issues, Suitability, Supervision Compliance, Trading Away, U-4 U-5 Filings,
EXPERT NUMBER: 2088. STATE: ME. REGION: Northeast. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
QDRO, qualified domestic relations orders, actuary, actuarial valuation, pension valuation, life settlement valuation, life contingent valuation
EXPERT NUMBER: 1824. STATE: IL. REGION: Central, Eastern, Midwest, Northeast. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Intellectial Property Valuation, valuations, finance, strategy, Merger Acquisitions, M&A, capital investment analyses, joint venture, strategic alliances,Valuation Analyst, Express Valuation, Market Compass, Valuation Review, Valuation Analysis,Estate planning, IRS Liability, Retirement funding estimates, Buy sell agreements, Buy sell insurance, Marital Dissolution, Partnership Dissolution, Corporate Dissolutions, Annual valuation of stock options, Exit planning strategy, Value maximizing strategy, Owner buy in, Owner buy out, Intellectual Property, SBA Bank loan, SBA conventional loan, due diligence, Fairness Opinions, Solvency Opinions, Negotiations business sale, business sale due diligence purchase,
EXPERT NUMBER: 2093. STATE: TX. REGION: Central, Southern, Southwestern, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Financial Consultant, Registered Financial Consultant, Life Insurance, Life Insurance Planning, Securities Investment Principles Law, Estate Planning, Financial Planning, Annuity, Retirement Planning, Nonqualified Deferred Compensation, 401k, 401k, Structured Settlements
EXPERT NUMBER: 1173. STATE: CA. REGION: Pacific, Southwestern, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Certified Public Accountant, Regulatory Accountant, Water Utility Operations, Wastewater Utility Operations, Water Supply Economics,
Water Rights Valuation, Recycled Water Economics, Energy Utility Operations, Power Production, Transmission Services Performance, Wholesale Power, Natural Gas Markets, Power Plant Business Interruption Damages, Alternative Power Fuels, Geothermal, Waste, Hydro,
EXPERT NUMBER: 156. STATE: CA. REGION: Pacific, Southwestern, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Economics Economic Business Valuation, divorce, business valuation, financial analysis, historic loss of wages household services, future loss of earnings, value of life, economic impact studies, efficiency studies, benefit cost analysis, cost effectiveness analysis, modeling forecasting, strategic management planning, environmental economics, international economics, public policy lawsuits concerning personal injury, wrongful death, discrimination, wrongful termination economic loss damages, employment discrimination, Back Pay, Front Pay, Compensation, Harassment, Benefits, Loss of Life, Loss Earnings, Income, Retirement, Profits, Future Expenses, Business Issues, Design Surveys, Performance Measures, Statistics Financial Research, agricultural yields,
EXPERT NUMBER: 2009. STATE: TX. REGION: Central, Southern, Southwestern, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Economic Analysis, Economic Damages injury, death, employment actions, calculation lost profits commercial matters Personal injury, Wrongful death, Medical malpractice, Life care plan valuation, Business valuation, Economic damages, Commercial damages, Lost profits, Business interruption, Employment damages, Lost wages, Lost pay, Lost benefits, Stock option valuation, Wrongful termination, Employment discrimination, Failure promote, Retirement benefits, Home services, Personal consumption, Care cost valuation, Anti trust, Patent infringement, Intellectual property
EXPERT NUMBER: 1140. STATE: WA. REGION: Northwestern, Pacific, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
CPA, CPA Forensic Accounting Bankruptcy, Divorce Account, Fraud Investigation, Internal Control Analysis, Financial Statement Interpretation, Forensic Accounting, Audit Failure Investigation, CPA Forensic Accounting,
EXPERT NUMBER: 355. STATE: CA. REGION: Pacific, Southwestern, Western. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Certified Public Accountant, Real Estate, Business, Valuations, Financial Analyst, Controller, Business Valuator, CPA, ABV,
EXPERT NUMBER: 1273. STATE: CT. REGION: Eastern, Northeast. COUNTRY: United States Expert Witnesses.
Provides Opinion & Testimony In:
Actuary, Actuary Life Insurance, Health Insurance, Actuary Disability Insurance, Actuarial, Reinsurance, Arbitration, Life Insurance, Fire Insurance, Actuary Collection, Insurance Premiums, Testimony, Health Insurance, Disability Insurance, Short Time Disability Insurance, Long Term Disability Insurance, Group Life Insurance, Dental Benefits Insurance, Actuary Domestic Life Insurance,
