Elmer (Pete) Lewis, MBA,EA

Saint Charles, Illinois
Elmer (Pete) Lewis, MBA,EA Expert Witness

Business Valuation and Income Tax Expert Witness

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Specialties & Experience of this Expert Witness

General Specialties:

Business Valuation and Accounting

Keywords/Search Terms:

business taxation, partnership taxation, ESOP Valuation, finance, tax litigation, IRS Debt, trust income tax, stock valuation, accounting, IRS defense, individual taxation, LLC taxation, shareholder valuation, valuation litigation, buy-sell, shareholder taxation, divorce taxation, business valuation, tax compliance, business succession

Education:

B.S. in Journalism, Southern Illinois University; MBA in Finance, Dominican University; MSA (Accounting Courses), Roosevelt University

Years in Practice:

40

Additional Information

Mr. Lewis has more than 40 years of tax and business valuation experience with a strong focus on the valuation of closely held corporations and IRS tax law defense. He has been a principal in Lewis & Associates Tax Planning, Inc. (LATP) since 2008. LATP is a boutique tax practice which provides tax planning, IRS debt resolution, IRS audit representation, tax defense and tax compliance for businesses and individuals. Prior to entering private practice Mr. Lewis worked in corporate, public accounting and legal environments for 30 years. He has held such positions as Vice President of Finance, Controller, Accounting Manager, Director of Tax, Tax Manager and Tax Writer/Researcher. Mr. Lewis also has more than 25 years of teaching experience as an Adjunct Professor at Chicago area colleges and universities. He currently teaches finance, tax and accounting at Aurora University in Aurora, Illinois. He has previously taught at DePaul University and University of Phoenix (on-ground) both in the Chicago, Illinois area. Mr. Lewis has expertise in: * asset valuations for divorce cases, closely held stock valuations, partnership and Sub Chapter S Corporation property distributions. * U.S. Tax Court defense against IRS taxation of personal injury settlements, basis in partnership distributions, charitable donations and donor advised funds. * internal controls for accounting and forensic accounting. Mr. Lewis holds an MBA in Finance from Dominican University and has completed accounting courses toward an MSA (Accounting ) at Roosevelt University. Mr. Lewis is licensed as an Enrolled Agent Admitted to Practice Before the IRS.