17 Financial Capacity Expert Witnesses Found

Accounting, Business Valuation - Divorce, Financial, Business Damages, Forensic CPA, Earning Capacity

Areas of Expertise:  Accounting: personal and corporate  Valuation: personal and corporate  Business Interruption/lost earnings/lost profit  Analysis: earnings, lost profit, and businesses  Forensic Accounting  Financial Statements  Mergers & Acquisitions  Appraisals: business and personal net worth  Personal and Corporate Tax  Matrimonial Business Valuation Bryan Parker CPA is an expert in accounting with over 35 years in corporate and private practice. His specialty is Forensics Accounting and is certified as a Forensic CPA (FCPA). He has assisted clients with consultation, mediation, or testimony in divorce cases concerning but not limited to business or retirement valuation and pre-nuptial agreements. He has experience in all aspects of accounting and finance pertaining to Federal and state income taxes. He is also certified as a Financial Planner (CFP, PFS, and ChFC) and in this capacity, he advises clients regarding their personal and business finances....

Real Estate - real estate, real estate contracts, real estate disclosures, dual agency, failure to disclose, real estate contracts, sellers disclosures, real estate fraud, real estate broker, short sales

Monique Bryher is a licensed real estate broker (California DRE #01766461), licensed loan officer (NMLS #1721888) and CFE (Certified Fraud Examiner) who provides expert consulting, expert witness testimony and litigation support on behalf of attorneys and lending institutions in the following areas: (1) Sales of real property including trust sales, probate properties (full and limited authority), bankruptcy/receivership and divorce proceedings. (2) Expert Consulting and litigation support ∙• Criminal prosecutions involving real estate fraud •∙Civil litigation in real estate cases related to the following: (1) Issues and conflicts with dual-agency representation (2) Issues with disclosures, including potential fraudulent concealment of material facts (3) financial elder abuse. (3) Probate and Trust Sales – https://losangelesprobaterealestatesales.com/ Listing agent and buyer’s agent in the sale of properties held in trust or that are in probate, including those...

Securities & Investments, Banking - RIA, Broker Dealers, Banking, Lending, Estates, Trusts, Fiduciary, Securities, Crypto & Specialty Assets, Reg BI, Accredited, International, Firm Practice, Regulatory, Risk Management, 1031/DST, Complex Insurance Plans, FINRA, OCC, SEC, Forensic, Fraud, Human Resources, Case Strategy, Supervision.

With over 38 years of experience in the financial services industry, I currently hold the positions of President, Chief Compliance Officer, and Owner of Wealth Innovation, a boutique Registered Investment Adviser firm. Additionally, I am the founding advisor at Wealth Advocacy, a consultancy specializing in business and consumer financial services. I am the President, Founder, and Owner of Esoteric Advisors, a collaborative consulting and expert witness company that aims to foster a robust and extensive collegial network of fellow experts. My professional journey includes serving as a FINRA and court admitted expert witness. I have authored numerous expert reports, participated in depositions, and provided testimony in arbitration and court proceedings. My unwavering commitment to business and personal compliance, legal integrity, and creditworthiness is impeccable. I have held several significant positions with a major financial institution....

Real Estate, Property Management - commercial real estate, lease, REIT, real estate investment trust, triple net, NNN, retail, industrial, office, multifamily, asset management, property management, portfolio, leasing, CoStar, disaster, due diligence, construction, roof, pavement, asphalt, lease administration, corporate real estate

...Greg is qualified to consult or serve as an expert witness on a wide variety of commercial real estate and facilities matters including but not limited to the REIT industry and practices, asset management, budgeting, capital expense planning/management, construction, corporate real estate, development/redevelopment, disaster planning and response, due diligence, facilities management, financial modeling, lease abstraction, lease administration, lease agreements, leasing, NNN expenses/reconciliations/audits, project management, property management, and restructuring of lease agreements. Greg is currently working as a Principal at Libby Consulting, LLC. Mr. Libby serves clients from small business owners to global corporations in whatever capacity he can be most useful as a trusted advisor to management or as a hands-on coach for team members. For every engagement, he uses his knowledge and experience to help clients improve their performance and outcomes....

Actuarial, Financial - Actuary, actuarial, pension, defined benefit, lump sum, risk, cash balance, present value, future value, valuation, QDRO, divorce, enrolled actuary, benefits, accounting, expert witness, financial, mathematics, statistics, economics

...In this capacity I provide pension actuarial consulting services to third party administrators, corporate clients, small businesses, financial advisors, attorneys, CPAs and individuals. Services encompass providing expertise with regard to traditional defined benefit pension plans, cash balance plans, and defined contribution plans. Applicable functions include plan design, plan implementation, actuarial calculations, non discrimination testing, due diligence and plan resolution projects, and expert witness testimonials. I have spoken at actuarial conferences and written articles for actuarial magazines. Originally from New York, I currently reside in metro Los Angeles, California, and earned a Bachelor of Science in Mathematics from the University of New York at Albany. I am an Associate of the Society of Actuaries, an Enrolled Actuary, and a member of the American Society of Enrolled Actuaries....

Psychiatry, Geriatric Psychiatry - Contested wills and trusts, Testamentary capacity, Undue Influence, Geriatric Psychiatry, Elders & Elderly, Dementia, Alzheimer's Disease, Nursing Homes, Assisted Living, Medicare, Geriatric decision making capacity competency, Medical Documentation and Coding, Depression, Anxiety, Stress, Psychosis

Providing legal and forensic consultation on legal issues pertaining to the elderly and their mental, emotional, behavioral and cognitive functioning, including contested inheritance, undue influence and financial elder abuse, and dementia and related issues in nursing homes, memory care and assisted living facilities. Clinical Professor (Voluntary), Psychiatry, University of California San Francisco; Psychiatric Consultant, San Francisco Towers life care community 2021- Present. Consultant in Geriatric Psychiatry, San Francisco Veterans Administration Medical Center 2021 - 2023. Previously, Director of Psychiatry, Jewish Home of San Francisco, 2010 – 2020. Previously in private practice of Adult and Geriatric Psychiatry, 1977 – 2010, in Miami and Miami Beach, Florida. Board Certified, Geriatric Psychiatry and General Psychiatry, by the American Board of Psychiatry and Neurology. Distinguished Life Fellow, American Psychiatric Association....

Psychology, Psychology - coercive control, undue influence, sexual abuse, sexual consent, family abuse, psychological manipulation, grooming, sexual violence, battered women syndrome, financial abuse, coercion, intimate partner violence, parental alienation, stalking, intimate partner abuse, false / coerced confession, cult

...These patterns may include coercive control as it relates to child custody, undue influence, sexual abuse, child abuse, domestic abuse, domestic violence, financial abuse, physical abuse, human trafficking, and deprivation of liberties. She is an expert in cults, cultic abuse, and religious and spiritual abuse from the perspective of identifying behavioral patterns and not as a means to diagnose individuals psychologically. Please note: she is not a psychotherapist. She also specializes in sexual consent, date rape, stalking, strangulation, grooming, molestation, reproductive coercion, and the capacity to consent as they relate to tactics and patterns of coercion. She is certified to conduct a variety of assessments that are not psychiatric but rather, behavioral.

Legal, Technology - data analysis, data analytics, data, analytics, structured data, database, SQL, data science, data scientist, complex data

...Jon has delivered analytics solutions to both federal and commercial clients, spanning the areas of financial services, retail, transportation, life sciences, and national security. For the past 5 years, Jon has worked within iDS’ Structured Data and Analytics (SDA) practice where he routinely assists and guides clients in how best to use large datasets in the context of litigation, disputes, and investigations. In this capacity, Jon has worked in both a consulting role and an expert role; and has directly contributed to deliverables used in the context of settlement and mediation discussions, discovery obligations, and expert reports and declarations. These projects have spanned a variety of legal domains including Fair Labor Standards Act (FLSA) compliance, theft of intellectual property, product defect/liability and complaints, anti-trust/price fixing, environmental hazard, data-breach/cyber investigations, and trademark infringement....

Economics, Financial - Damage Awards; Lost Profits; Loss of Earnings; Loss of Earning Capacity; Loss of Household Services; Divorce Financial Analysis; Annuity Valuation Analysis; Marital Property Division; Pension Valuation; Loss of Employee Benefits; Damaged Employment Prospects;

...For PI, WD, and WT cases, this includes calculating the present value of damage awards for losses of earning capacity, various employee benefits, household services, and life care plan valuations as appropriate, for past and future time periods. Mr. Rosenberg is a widely recognized expert in various topics. These include discount rate methodologies to calculate damage awards, methodologies applied to medical price inflation forecasting, and pension treatment under the collateral source rule. He has been published seven times in peer-reviewed journals on topics related to this important issue, twice in the Journal of Forensic Economics, three times in The Earnings Analyst, and once in the Journal of Legal Economics. Mr. Rosenberg also has been invited to make a number of presentations to his peers and has been a chosen panel discussant at several forensic economics conferences in recent years....

Economics, Vocational Rehabilitation - Economic analysis, economic impacts, labor economics, employment, earnings, labor market, job market analysis, occupational outlook, vocational assessment, transferable skills analysis, labor force participation, human capital, productivity, wages, economic policy

...These services include vocational analysis, life care planning, earning capacity evaluation, transferable skills analysis, labor market research, employability assessments, economic impact analysis, and vocational expert testimony. He is also proficient in conducting educational evaluations for numerous school districts across New England and California. Mr. Skerritt's experience covers a broad range of legal contexts, including family law, Social Security, worker's compensation, medical malpractice, personal injury, and railroad injury cases. His expertise in vocational rehabilitation, life care planning, and economic analysis allows him to provide accurate assessments, professional testimony, and exceptional results to support his clients and their legal teams....

Economics, Financial - Damage Awards; Lost Profits; Loss of Earnings; Loss of Earning Capacity; Loss of Household Services; Divorce Financial Analysis; Annuity Valuation Analysis; Marital Property Division; Pension Valuation; Loss of Employee Benefits; Damaged Employment Prospects;

...For PI, WD, and WT cases, this includes calculating the present value of damage awards for losses of earning capacity, various employee benefits, household services, and life care plan valuations as appropriate, for past and future time periods. Mr. Rosenberg is a widely recognized expert in various topics. These include discount rate methodologies to calculate damage awards, methodologies applied to medical price inflation forecasting, and pension treatment under the collateral source rule. He has been published seven times in peer-reviewed journals on topics related to this important issue, twice in the Journal of Forensic Economics, three times in The Earnings Analyst, and once in the Journal of Legal Economics. Mr. Rosenberg also has been invited to make a number of presentations to his peers and has been a chosen panel discussant at several forensic economics conferences in recent years....

Neurology, Neuropsychiatry - Behavioral Neurology,Testamentary Capacity,Contested Wills,Financial Competency,Closed Head Injury,Traumatic Brain Injury,TBI,Brain Damage,Nerve Injury,Hypoxic Ischemic Encephalopathy,Persistent Vegetative State,PVS,Life Expectancy,Lamictal,Seizures,Dementia,Alzheimer's,concussion,headache,stroke

...Expert-witness assignments have involved death, catastrophic injury cases, testamentary capacity, financial competency, personal injury, medical malpractice, and criminal cases. Experience includes spine injury, head trauma, seizure disorder, epilepsy, headaches, post-concussion syndrome, Parkinson's Disease, anoxia, anoxic encephalopathy, Lance-Adams Syndrome, Lamictal/Stevens-Johnson Syndrome

Economics, Vocational Rehabilitation - Economic analysis, economic impacts, labor economics, employment, earnings, labor market, job market analysis, occupational outlook, vocational assessment, transferable skills analysis, labor force participation, human capital, productivity, wages, economic policy

...These services include vocational analysis, life care planning, earning capacity evaluation, transferable skills analysis, labor market research, employability assessments, economic impact analysis, and vocational expert testimony. He is also proficient in conducting educational evaluations for numerous school districts across New England and California. Mr. Skerritt's experience covers a broad range of legal contexts, including family law, Social Security, worker's compensation, medical malpractice, personal injury, and railroad injury cases. His expertise in vocational rehabilitation, life care planning, and economic analysis allows him to provide accurate assessments, professional testimony, and exceptional results to support his clients and their legal teams....

Securities & Investments, Insurance - Ponzi Schemes, FINRA Expert Witness, FINRA Arbitration Expert Witness, Securities Expert Witness, Mutual Fund Expert Witness, FINRA Arbitrator, Fiduciary Expert Witness, Securities Compliance Expert Witness, Annuity Expert Witness, Options Expert Witness, Securities Fraud Examiner, Annuity Expert

...Robert Lawson has 40 years of experience in the financial services industry with securities, investments, retirement plans, and insurance and in a professional capacity as a registered representative, financial advisor, investment fiduciary, branch manager, securities, and options principal. He is the President and Chief Compliance Officer of Barrington Capital Management, Inc., a Registered Investment Advisory (RIA) firm he established in 1988. He also serves as the President and Managing Principal of Barrington Financial Consulting Group, Inc., a securities and insurance litigation consulting firm with experienced testifying and consulting experts. Mr. Lawson proudly serves as a FINRA and NFA Arbitrator (FINRA Chair-Qualified) and a FINRA Mediator where he presides over industry and public disputes pertaining to breach of fiduciary duties, negligence, failure to supervise, misrepresentation, breach of contract, monetary damages, and employment issues....

Business Operations, Business Valuation - Bankruptcy, Restructuring, Valuation, Distress, Turnaround Management, Crisis Management, Corporate Governance, Banking/Lending, Finance, Investment Banking, Business Practices, Fraud, Risk Management, M&A

...He serves as Financial Advisor to Debtors, lenders and Creditor Committees in bankruptcy proceedings, and as a litigation expert in several cases including the landmark Merry-Go-Round bankruptcy. Mr. Brownstein served as Chief Restructuring Officer in U.S. Mortgage, a $138 million mortgage fraud, and as Plan Administrator in Montgomery Ward LLC, the largest retail liquidation in history. Mr. Brownstein has been involved in the above activities for over 30 years. Mr. Brownstein regularly serves as an independent corporate board member for publicly-held and privately-owned companies, as well as large nonprofits, and has served in that capacity for over 40 years. He has been a board chair and also chaired board Audit, Risk, Nominating and Strategic Planning/Risk Assessment committees....

Economics, Vocational Rehabilitation - Economic analysis, economic impacts, labor economics, employment, earnings, labor market, job market analysis, occupational outlook, vocational assessment, transferable skills analysis, labor force participation, human capital, productivity, wages, economic policy

...These services include vocational analysis, life care planning, earning capacity evaluation, transferable skills analysis, labor market research, employability assessments, economic impact analysis, and vocational expert testimony. He is also proficient in conducting educational evaluations for numerous school districts across New England and California. Mr. Skerritt's experience covers a broad range of legal contexts, including family law, Social Security, worker's compensation, medical malpractice, personal injury, and railroad injury cases. His expertise in vocational rehabilitation, life care planning, and economic analysis allows him to provide accurate assessments, professional testimony, and exceptional results to support his clients and their legal teams....

Economics, Financial - Damage Awards; Lost Profits; Loss of Earnings; Loss of Earning Capacity; Loss of Household Services; Divorce Financial Analysis; Annuity Valuation Analysis; Marital Property Division; Pension Valuation; Loss of Employee Benefits; Damaged Employment Prospects;

...For PI, WD, and WT cases, this includes calculating the present value of damage awards for losses of earning capacity, various employee benefits, household services, and life care plan valuations as appropriate, for past and future time periods. Mr. Rosenberg is a widely recognized expert in various topics. These include discount rate methodologies to calculate damage awards, methodologies applied to medical price inflation forecasting, and pension treatment under the collateral source rule. He has been published seven times in peer-reviewed journals on topics related to this important issue, twice in the Journal of Forensic Economics, three times in The Earnings Analyst, and once in the Journal of Legal Economics. Mr. Rosenberg also has been invited to make a number of presentations to his peers and has been a chosen panel discussant at several forensic economics conferences in recent years....