George Linder is a North and South Carolina Sales and Use Tax specialist in manufacturing, governmental, non-profits and large retail business. Services include:

Tax Recovery:

• Accounts Payable Review - Review accounts payable files, determine where tax should not have been paid or accrued, and recover money from the correct vendor or taxing authority.
  
  
• State Audit Review - Review the work of state auditors to remove erroneous entries, add missed credits and defend against the incorrect interpretation of law.

Tax Compliance Review

• System Analysis - Review systems for logic, accuracy and compliance with state law, recommend improvements to increase efficiency and reduce unnecessary expense, and document exemptions and exclusions that benefit the bottom line.
  
  
• Exposure Reduction - Alert appropriate staff about potential liabilities, and suggest corrective measures and control.

Training & Continuing Professional Education (CPE) Seminars - Onsite seminars, group discussion and one-on-one training on tax related duties. Provide detailed written guides and other useful materials tailored to your unique business to explain complex issues in interesting and easy to understand language.

Specialties: Property Tax Assessment & Valuation Issues affecting California Property.

Consulting/Expert Witness Experience Civil: Testified in court and jury trials on issues related to property tax payments & adverse possession.

Previous Positions/Appointments: Former Deputy Assessor, County of Los Angeles; Former Manager, Arthur Anderson; Former Senior Manager, Price Waterhouse.

Publications: Quarterly Columnist, California Real Estate Journal; Frequent Contributor, Los Angeles Business Journal.

Degrees/Licences: BS, Business Administration-Management Option, California State Univ, Northridge.

Carlo Scevola & Partners is an International Fiduciary Company headquartered in Geneva, Switzerland, with branches in six continents. We specialize in International Planning, Strategic Consulting and Wealth Management.

Our clients trust us for everything from setting up an Offshore Company to Mergers and Acquisitions to Business Finance and Asset Protection. CS&P’s customer-centric methodology ensures that each client gets a custom-tailored solution which addresses that business’ individual objectives and requirements.

Our team has expertise in every functional category and every important geography. From finance to operations to human resources to marketing – from the Americas to Europe to Africa, Asia and Oceania – CS&P can bring together experienced executives who know how to advise you and will make your enterprise a success. All this while always protecting your privacy.

Services Offered:

Business and Strategic Consulting

S.W.O.T. Analysis

Pre-investment Feasibility Studies / Competitive Background Assessments

Business Plan Research, Writing and Production

Strategy Definition / Implementation

Reworking of Operating Processes for International Suitability

Industrial Partnership Scouting / Matching

Tailor Business Model to Market Environment, Jurisdiction and Local Authorities Requirements

Corporate Finance:

Mergers, Acquisitions and CessionsCommercial Due Diligence or Investment / Financial Appraisals

Company Reorganization and Restructuring

Financial Feasibility Plans for Industrial Expansion

Scouting / Recruiting Highly Qualified Financial Management

Exit Strategies in the event of Buy-outs, Buy-ins, Spin-offs or MBOs, MBIs and LBOs

Listing on Stock Exchanges

Offshore Consulting:

International Tax Planning

Corporate Structuring, Maintenance and Trusts

International Contracts Law

Jurisdictions

Residency and Citizenship

International Banking

Logistic Support

Government Licenses

Aircrafts and Vessels

Intellectual Property

CS&P Operates In More Than 80 Countries Around The World.

Jay W. Dahl is both a Certified Public Accountant and a Certified Lease Professional. Jay W. Dahl is a CPA with over 25 years of accounting and tax experience. Mr. Dahl has been a partner at ECS Financial Services, Inc. (formerly Edwin C. Sigel, Ltd.), a 25-person accounting firm in Northbrook, Illinois since 1990.

Mr. Dahl’s expertise includes financial projections, business and personal tax preparation, management consulting, accounting and portfolio management services for equipment lessors and brokers, and personal and corporate tax planning.

Areas of Expertise:

Generation Skipping and Gifting Issues

Individual and Corporate Tax Planning

Research and Tax Return Preparation

Estate and Trust Planning and Return Preparation

Profit-Sharing and Retirement Plan Consulting and Design

Strategic Business Planning

Financial Statement Compilation

Management Consulting and Leasing Company Management

Mr. Dahl is skilled in multi state and multi jurisdiction income and personal property taxes and has served as a special master in the New York federal court.

Market Consulting Corporation specializes in Securities Litigation and Broker / Customer Disputes. With 20 + years of experience nationwide, Market Consulting Corporation, serving both plaintiff and defense attorneys and provides consulting to such entities as the NYSE, Options Clearing Corporation, CBOT, CME, COMEX, TIAA/CREF, banks and other major clients.

The Principal at Market Consulting Corporation earned his Sc.D. from MIT and is a mediator with NASD training. Dr. Cornew has served as a member of the Compliance and Legal Division, Securities Industry Association.

Services Include:

Consultation

Statistical and Damage Analysis

Arbitration

Mediation

Court Testimony

Areas of Expertise:

Stocks and Bonds

Options

Commodity Futures and Currency Trading

Derivatives Including Swaps

Limited Partnerships

Hedge Funds

Managed Futures (suitability, churning, unauthorized trading, lack of supervision, spreading and hedging, due diligence, and marketing

Asset Management

Pension Investments

Securities and Futures Tax Matters (IRS examinations, appeals and US Tax Court appearances)

Joseph B. Matheson is a Certified Public Accountant with more than twenty-five years of public and private accounting experience. Mr. Matheson passed the CPA exam with one of the highest scores in the nation, garnering honors at both the state and national level. His knowledge and experience guarantees focus on the needs of businesses and high net worth individuals and providing litigation and forensic support to attorneys and litigants.

Tax Services:

• Tax planning & Return Preparation
• Individuals
• Corporations
• Partnerships
• LLCs/LLPs/LPs
• Estate, Trust & Gift Returns
• Not-for-Profit Organizations
• Taxing Authority Representation
• Divorce & Support Issues
• Tax Effects of Buying / Selling a Business

Litigation Support Services:

• Fraud & Forensic accounting
• Damage Reports
• Business Valuations
• Economic Loss Reports
• Expert Witness Testimony

Our firm provides forensic accounting, litigation support, business valuations in addition to our tax and audit practice. We specialize in the areas of Health Care, Manufacturing and Distribution, Real Estate Construction, Agri-Business, and Information Technology.

For more information, please contact us or visit our website.

Scott A. Travers ranks as one of the most knowledgeable and influential coin dealers in the world. His name is familiar to readers everywhere as the author of seven bestselling books on coins: How to Make Money in Coins Right Now (Random House), The Coin Collector's Survival Manual (Random House), One-Minute Coin Expert (Random House), Travers' Rare Coin Investment Strategy (Simon & Schuster), Scott Travers' Top 88 Coins to Buy & Sell (Random House), The Insider's Guide to U.S. Coin Values (Random House), and The Investor's Guide to Coin Trading (John Wiley & Sons, Inc.). All of them have won awards from the prestigious Numismatic Literary Guild (NLG).

In 2002, NLG awarded him its highest bestowable honor, the lifetime achievement Clemy. He was elected vice president (1997-1999) of the American Numismatic Association, a congressionally chartered nonprofit educational organization, which awarded him its Presidential Award in 2003.

Scott Travers is a contributing editor to COINage, has written hundreds of newspaper and magazine articles, conducted numerous symposiums at coin shows and other public forums, and served as a coin valuation consultant to the Federal Trade Commission. His opinions as an expert are often sought by publications such as Barron's, Business Week, and The Wall Street Journal. A frequent guest on national television and radio programs, Scott Travers has won awards and gained an impressive reputation not only as a coin expert but also as a forceful consumer advocate for the coin-buying public.

He serves as numismatic advisor to a number of major investment funds and has coordinated the liquidation of numerous important collections. The New York Times called Scott Travers “the Ralph Nader of the numismatic world,” and Newsweek called him “the coin collector’s best friend.” He is president of Scott Travers Rare Coin Galleries, LLC, in New York.

Recent Coverage by Broadcast & Print Media

Areas of Expertise

Video Clips from a Live Talk

Speaking Work

Biography

Background and Expertise: A grandson of tobacco company founder R.J. Reynolds, Patrick Reynolds first spoke out publicly at a 1986 Congressional hearing in favor of a ban on all cigarette advertising.

Since then, his advocacy work and appearances in the national press have made him a well known champion of a smokefree society.

Mr. Reynolds is a frequent guest speaker at universities and health conferences, and also middle and high schools. His talks are often sponsored by health departments and hospitals, as a bridge builder to local communities. He is frequently invited to debate on Fox News Channel, CNBC, CNN and other networks, and has been profiled by most of the world's major newspapers and US TV networks.

Kirk D. Kleckner, CPA, MBA, ABV, AM is the Managing Principal of ValuationUSA, a boutique Valuation / Litigation Support firm. He is also the current President of Automotive Group Capital and Consulting, LLC - a ten person business specializing in the dealership industry.

Mr. Kleckner is a CPA, MBA and is professionally accredited in Business Valuation (ABV) from the American Institute of Certified Public Accountants (AICPA). He is also an Accredited Member (AM) of the American Society of Appraisers (ASA). Mr. Kleckner is a Qualified Expert Witness with experience in complex business litigation.

Mr. Kleckner's experience includes seven years as Chief Financial Officer for a well respected top 50 dealership group. He spent nineteen years with an accounting firm as its Chief Operating Officer, Director of Business Valuation and Litigation Support Services and Shareholder.

Mr. Kleckner's expertise leverages both his professional and hands-on industry experience. His practical experience includes buying, selling and integrating of businesses, managing businesses, instituting process management and rationalization, implementing business intelligence systems and organization and owner tax planning.

Mr. Kleckner provides services for the following industries: Automotive, Retail, Dealership, Insurance, Reinsurance, Distribution, Manufacturing, Construction, Service, Financial Institutions, Retail, Tool and Die, Technology, Trucking and Warehouse, Machining, Value added Retailers, Real Estate and Warranty.

Areas of Expertise:

Business Valuation and Acquisition / Merger Advisory

Real Estate Appraisal

Cost Segregation Studies

Succession and Business Owner Wealth Transfer Planning

Litigation Economic Loss / Damage Analysis and Independent Opinions

Timber Appraisals