When You Are in a Hurry and Looking for Just the Right Expert Witness to Win Your Case.
800-683-9847

Financial Estate Planning Retirement Expert Witness

Speak with this Expert

for Free

We respond in as little as 1 hour

Request This Expert

    • Speak with Representative
    • Receive CV / Fees
    • Speak with Expert

    For Immediate Service or Questions
    Call 800-683-9847

    We respond in as little as 1 hour M-F 8-5pm PT or the next business day for requests submitted outside business hours.

Why CCC?

N
Expansive Network of Over 30,000 Experts

100’s of categories of highly-qualified medical and technical experts in just about every state, for just about any type of case.

We’re Trusted in Over 10,000 Legal Cases

Since 1995 we’ve worked with 1,000’s of medical malpractice, personal injury and government cases in every state and region.

We’re Fast – Search for Free

We respond in less than 1 hour. We’ll search for you or search CV’s on our site by keyword, category, state or region – both are free!

         

Quickly Find The Right Expert In 3 Easy Steps
  1. You request an expert or search our site for free.
  2. We schedule a free conference call with the expert.
  3. You decide the right expert for your case.

We respond in as little as 1 hour

 

Free Expert Witness Search and Recruiting

You’ll pay nothing to have us do the hunting for the perfect expert witness for you. If, for any reason we don’t have the perfect expert in our network, as always, we’ll do the recruiting for free. Since 1995, we continue to expand our network.

       


Financial Estate Planning Retirement Expert Witness

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 No. 3306 

Education

Baruch College (CUNY), Baruch College Graduate School
The American College – Chartered Financial Consultant (ChFC)
The American College – Chartered Life Underwriter (CLU)
The Institute for Investment Management Consultants Certified
Investment Management Consultant (CIMC)

Guest Lecturer

Baruch College (Taxes on Tuesdays); Long Island University, C.W. Post Graduate School of Accountancy. 

Speaker at more than 20 conventions yearly, including the annual national conventions of the American Association of Attorney – Certified Public Accountants, National Society of Accountants, National Network of Estate Planning Attorneys, National Association of Tax Practitioners, National Association of Enrolled Agents, National Association of Health Underwriters, American Society of Pension Actuaries, Employee Benefits Expo, Health Insurance Underwriters, NAPFA, NAIFA, FPA, NABA, ALPFA, various state CPA societies, Tax Institutes, as well as medical and insurance conventions, before CLU Societies, CPA/Law Forums throughout the United States, and Estate Planning seminars.

He is a member of the AICPA faculty of teaching professionals and an AICPA course developer, is a frequent and popular speaker on retirement plans, financial and estate planning, reducing health insurance costs, and tax-oriented strategies at accounting and financial planning conventions. He has authored numerous books including The Team Approach to Tax, Financial and Estate Planning, Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots, and Sid Kess’ Alternatives to Commonly Misused Tax Strategies: Ensuring Your Client’s Future, all published by the AICPA, and Wealth Preservation Planning by the National Society of Accountants. His newest books CPAs’ Guide to Life Insurance and CPAs’ Guide to Federal and Estate Gift Taxation will be published this spring by Bisk CPEasy. He has written for numerous publications including the AIPCA Journal of Accountancy, AICPA Planner, Accounting Today, CPA Journal, Enrolled Agents Journal, Financial Planning, Registered Representative, Tax Practitioners Journal, CPA/Law Forum, Employee Benefit News, Health Underwriter, Advisor and the American Medical Association News.  He is listed in Who’s Who in Finance and Industry and has been featured on television and radio financial talk shows, including National Public Radio’s “All Things Considered” and NBC television, etc.

Publications

Available Upon Request

Groups

, ,