8 Gift Tax Expert Witnesses Found

Results Sorted Below by State

Brad L. Bassi, SRA, MBA Straw Hat Enterprises, Inc

Temecula, California
Real Estate Appraiser, Appraisal & Valuation - Residential Litigation Appraisals for Horse Ranch, Custom Home, Residential Vacant Land, Easement and Encroachment litigation, Wildfire Residential Appraisal Litigation, Agriculture Appraisals, Family Law litigation, Estate Tax appraisals including Donation and gifting, Bankruptcy litigation
Award-winning residential real estate appraiser. Certified residential appraiser. 30+ years’ experience. Appraised or consulted on over 6,500 properties including approximately 1,500 Wildfire Litigation Appraisals, over 150 Estate and Family Appraisal Assignments, 800 complex custom homes, 35 Horse ranches, 600 residential land appraisals, 150 manufactured homes on acreage, as well as tract homes and condos. Experienced expert witness at both deposition & trial. Have completed appraisals on easement and encroachment cases and have provided litigation consulting services on illegal grading and potential litigation including work on Bankruptcy and Family Law.

Adam Hansberger, CPA/ABV, CVA West Central CPA, LLC

Monmouth , Illinois
Business Valuation, Accounting - Forensic Accounting, Valuation of Environmental Liabilities
Adam has more than 12 years of experience as a Certified Public Accountant (CPA), providing audit and tax services, including business valuation, forensic accounting, and litigation services for the previous four years. His experience includes an advisory services manager role at a national public accounting firm and two Chicago area boutique accounting firms focused on tax services and estate/gift valuations for privately held businesses.

Michael D. Pakter, CPA, CFF, CGMA, CFE, CVA, MAFF, CA, CIRA, CDBV Gould & Pakter LLC

Chicago, Illinois
Business Damages - Lost Profits, Economic Damages, Accounting, Forensic Accounting, Arbitration, Alternative Dispute Resolution, Bankruptcy Core Proceedings, Insurance and Business Interruption Claims, business valuation, Fraud, Internal Investigations
...• Calculates economic damages, lost profits, lost earnings, business interruption claims and earn-outs • Values closely held businesses for shareholder litigation, family law services, bankruptcy and business litigation and estate and gift tax compliance • Traces undisclosed assets, analyzing financial transactions/balances, determines sources of funds used to acquire assets and reconstructs falsified/incomplete financial information Gould & Pakter Associates, LLC provides expert testimony and litigation support services for both plaintiff and defense. For illustrative purposes only, Mr....

David W. Carr, CPA, CMA, CFE, ABV The Witherspoon Group, LLC

Salisbury, Maryland
Accounting, Business Valuation - Forensic Accounting, Asset Tracing, Fraud Investigations, Economic Damages, Lost Profits, Lost Earnings, Business Interruption, Appraisal & Valuation, Loss of Business Value, Marital Dissolution, Partnership Disputes, Bankruptcy, Restructuring
...Carr has a background in public accounting, having performed financial statement audits and prepared business and individual tax returns. Mr. Carr also prepares business valuations for other purposes outside of litigation, such as estate & gift tax filing, employee stock ownership plans, and M&A consulting. Mr. Carr is a Certified Public Accountant, a Certified Management Accountant, a Certified Fraud Examiner, and Accredited in Business Valuation.

Talon Stringham, CPA, ABV, CFE, ASA Dreamrunner LLC

Nevada
Business Valuation, Business Damages - Valuation, 409(a) Valuation, Business Appraisal, Economic Damages, Forensic Accounting, Fair Value Accounting, Personal Injury Damages, Fraud Investigation, Shareholder Disputes, Partnership Disputes, Wrongful Death Damages, Wrongful Termination Damages,
...., for use in both publicly traded and privately held audited financial statements Calculated the value of closely held companies in a wide variety of industries for a wide variety of purposes, including financial statement preparation, gift and estate tax planning, ESOP valuations, divorce settlements, shareholder disputes, and other litigation situations. Performed valuations of multiple early stage companies, including bio/med-tech, software-as-a-service, and technology companies, among others Experienced in performing appraisals in both contentious and cooperative environments. Lead valuation analyst for trucking company with sales in excess of $500M for shareholder buy-out purposes. Supervised and performed calculations of business interruption losses for myriad companies in a variety of industries. Supervised and performed reconstruction of accounting records as a result of theft, floods, fires, and other natural disasters....

Michael J Lavelle, ASA, CFA Appraisal Economics Inc.

Paramus, New Jersey
Business Valuation, Appraisal & Valuation - Gift and Estate Tax, Business Appraisal, Intangible Assets, Complex Securities
Accredited Senior Appraiser of the American Society of Appraisers Charterholder, CFA Institute Adjunct Professor of Finance at The College of New Jersey Have previously testified multiple times

Carrie McEntire, CPA, CVA, CIRA/CDBV McEntire Advisory, PLLC

Oklahoma City, Oklahoma
Appraisal & Valuation, Business Damages - Litigation Services, Business Valuation, Personal Injury, Wrongful Death, Bankruptcy, Receivership, Forensic Accounting, Fraud, Lost Profits, Diminution in Value, Earnings Mitigation, Unjust Enrichment, Gift and Estate Tax Appraisals
Carrie is Owner and Managing Director of McEntire Advisory, PLLC. She is a Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), Certified Insolvency and Restructuring Advisor (CIRA) and Certified Distressed Business Valuator (CDBV) with over a decade of experience providing companies, lenders, debtors and creditors accounting services. She has experience in business valuations for divorce proceedings, shareholder disputes and economic damages, among others. Carrie also has experience providing expert witness accounting services including bankruptcy court reports and forensic accounting expert reports used in litigation proceedings. In addition, Carrie has experience providing financial management and oversight for fiduciary engagements. She has experience in many industries, including, but not limited to, oil and gas extraction, midstream gas companies, drilling and service companies, restaurants, wind turbines, dairy farms, real estate, manufacturing/fabrication companies...

Talon Stringham, CPA, ABV, CFE, ASA Dreamrunner LLC

Washington, Utah
Business Valuation, Business Damages - Valuation, 409(a) Valuation, Business Appraisal, Economic Damages, Forensic Accounting, Fair Value Accounting, Personal Injury Damages, Fraud Investigation, Shareholder Disputes, Partnership Disputes, Wrongful Death Damages, Wrongful Termination Damages,
...., for use in both publicly traded and privately held audited financial statements Calculated the value of closely held companies in a wide variety of industries for a wide variety of purposes, including financial statement preparation, gift and estate tax planning, ESOP valuations, divorce settlements, shareholder disputes, and other litigation situations. Performed valuations of multiple early stage companies, including bio/med-tech, software-as-a-service, and technology companies, among others Experienced in performing appraisals in both contentious and cooperative environments. Lead valuation analyst for trucking company with sales in excess of $500M for shareholder buy-out purposes. Supervised and performed calculations of business interruption losses for myriad companies in a variety of industries. Supervised and performed reconstruction of accounting records as a result of theft, floods, fires, and other natural disasters....