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Damages Expert Witnesses

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Barbara Luna, PhD, CPA
Senior Partner
See Multiple Addresses Below
CA USA
phone: 818-981-4226
fax: 818-981-4278
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Expert witness testimony for complex litigation involving damage analyses of lost profits, reasonable royalties, lost earnings, and lost value of business, forensic accounting, fraud investigation, investigative analysis of liability, marital dissolution, and tax planning and preparation. Excellent communicators with extensive testimony experience. Prior Big Four accountants. Specialties include: accounting, antitrust, breach of contract, business interruption, business dissolution, construction defects, delays and cost overruns, fraud investigation, asset tracing, intellectual property including patent, trademark and copyright infringement and trade secrets, malpractice, marital dissolution, personal injury and employment litigation, product liability, real estate, securities, spousal support, taxation, unfair advertising, unfair competition, valuation of businesses, and wrongful termination.

Experts:
    Business Litigation and Valuation
    Barbara Luna, PhD, CPA, CFE, ASA,
        CVA, ABV, CGREA, CCRA, CREA
    Dean Atkinson, CPA, CFE, ABV, CAC, CFF
    John Luna, JD/MBA, CPA, ABV, CFF
    David Turner, CPA, ABV, CFF
    Drew Hunt, MBA, CPA, ASA
    Personal Injury / Employment Litigation
    Barbara Luna, PhD, CPA, CFE, ASA,
        CVA, ABV, CGREA, CCRA, CREA
    Venita McMorris, MA
Dr. Barbara Luna is the partner in charge of the commercial litigation department of White Zuckerman. She has been providing Forensic Accounting, Economic Damages, Valuation, and Expert Witness Services for the past 30 years and has testified in court over 450 times. She has a PhD in Applied Mathematics from Harvard University with application to Physics and Finance and a BA in Physics from Wellesley College. Barbara is a Certified Public Accountant, a Certified Fraud Examiner, an Accredited Senior Appraiser in Business Valuation, a Certified Valuation Analyst, Accredited in Business Valuation, a Certified General Real Estate Appraiser, and a Certified Financial Forensic. She previously was a partner with Coopers & Lybrand and has taught working capital management, business finance, forensic accounting and intermediate accounting at UCLA Graduate School of Management, California State University at Northridge and Pepperdine University.

Dean Atkinson is a partner in the commercial litigation practice of White Zuckerman. He has testified as an expert witness in Commercial Litigation and Family Law Matters and has been involved in Resolution and Settlement Negotiations since 1987. He holds credentials from the AICPA as a Certified Public Accountant, Accredited in Business Valuation and Certified Financial Forensics and from the Association of Certified Fraud Examiners. Dean is experienced and has qualified as an expert in business valuation, business litigation and family law matters.

John Luna is a partner in the commercial litigation practice of White Zuckerman. He analyzes Financial, Accounting, Economic Damages, Business, Real Estate and Valuation issues and testifies as an expert witness on his findings. He has been an investment banker with Macquarie Capital, GCA Savian and Lazard. John has a JD from UCLA School of Law (Order of the Coif), an MBA from UCLA Anderson School of Management (Edward W. Carter Fellow), and an AB in Engineering Sciences from Harvard University. He is a Certified Public Accountant, Accredited in Business Valuation, a Certified Financial Forensic and a member of the California Bar.

Venita McMorris is a partner and an Economist in the Personal Injury and Employment practice of White Zuckerman. She has been providing economic damages and expert witness services for over 20 years and has testified extensively in court. She has a Master of Arts degree in Economics from California State University, Fullerton and a Bachelor of Arts degree from San Diego State University. She previously was a manager with Coopers & Lybrand and an economist with a medical malpractice trust in Southern California. Venita has taught macroeconomics and microeconomics to college students at Pasadena City College as a full-time tenured instructor and at Glendale Community College as a part-time instructor.

    Los Angeles
    15490 Ventura Boulevard, Suite 300
    Sherman Oaks, CA 91403
    Phone: (866) 981-4266 or (818) 981-4226
    Fax: (818) 981-4278
    Email: expert@wzwlh.com
    Website: www.wzwlh.com
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Scott J. Witt, FSA, MAAA
6010 Preston Lane
New Berlin WI 53151
USA
phone: 414-525-8212
fax: 414-433-1864
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Scott J. Witt, FSA, MAAA has over 18 years of experience as an Actuary in the Insurance Industry. He maintains the highest actuarial designations, FSA (Fellow of the Society of Actuaries) and MAAA (Member of the American Academy of Actuaries).

One of the nation's only fee-only life insurance advisors, Mr. Witt serves clients throughout the U.S. including attorneys, financial planners, individuals, banks, business owners, accountants, and trustees of insurance trusts. He is compensated on a fee-only basis, allowing him to serve in a true fiduciary capacity for his clients. Because he has no financial stake in the decisions his clients make, there is no conflict of interest in his recommendations.

Mr. Witt's litigation support services include expert analysis, reports, and testimony regarding a vast array of life insurance topics. He performs Monte Carlo simulations to demonstrate the impact of volatility on any statistical process. Mr. Witt has been retained multiple times as an expert for Plaintiffs and multiple times as an expert for Defendants in cases that were settled after the completion of his expert report and prior to his testimony. His services are also available for mediation and arbitration.

Areas of Expertise:
  • Policy Suitability
  • Variable Life Analysis
  • Evaluation of Statements by Salespeople
  • Replacement Appropriateness
  • Life Settlement Decisions
  • Insurance Schemes
  • Damage Calculations
  • Policy Valuations
  • Insurance Appraisals
  • Insurance Bad Faith
  • Insurance Financial Analysis
  • Life Expectancy & Mortality
  • Risk Management
  • Marketing
  • Recent Case Sample:
    • 2010, French et al. v. Wachovia Bank, N.A., Case No. 06-CV-00869, US District Court, Eastern District of Wisconsin. Defense expert. Case alleged improper replacement of life insurance policies
    • 2012, First Command Financial Services, Inc. and First Command Financial Planning, Inc. v. James S. Agostini et al., Cause No. 48-259234-12, 48th Judicial District, Tarrant County, Texas. Defense expert. Case involved insurer attempting to block agents from selling in same territory; involvement was focused on sales techniques and quality of permanent life insurance policies that were impetus for agents’ departure
    View Witt Actuarial Services, Inc.'s Consulting Profile.
    4/24/2015 · Insurance
    I recently worked with an elderly woman (who I will call Beatrice) to evaluate whether or not the variable annuity she purchased less than a year ago was a good buy.

    6/16/2014 · Insurance
    When thinking about life insurance, consider three realities:

    5/16/2014 · Insurance
    Wanting a second opinion from someone that doesn't have an inherent conflict of interest - independence is the single greatest asset that a fee-only insurance advisor brings to the table, and because such an advisor is only compensated directly for the advice given and not based on the decisions the consumer makes, there is not an inherent conflict of interest - those conflicts are evident with anyone that is compensated on anything other than a fee-only basis for the advice given.

    4/21/2014 · Insurance
    Despite the best efforts of companies and agents throughout the industry, Long-Term Care insurance (LTC) policy sales have yet to blossom as much as the industry had hoped and predicted. As the Baby Boomers continue to move through the "sweet spot" of the target market for LTC, companies will no doubt redouble their efforts in pushing LTC. Two obvious questions arise. First, is LTC right for you or your client, given the particular financial circumstances, family circumstances, and family history? Second, even if it is determined that LTC makes sense, how do you wade through the myriad of companies and policy options that are available and determine the best fit?

    3/13/2014 · Insurance
    Fee-only insurance advisors serve in a true fiduciary capacity for their clients, providing independent, unbiased advice. These advisors receive no other form of compensation other than the hourly fees paid by their clients. They do not receive compensation from insurance products that their clients may decide to purchase, nor do they receive any financial incentives from steering clients toward a particular agent or company. Other than providing clients with the most knowledgeable and expert advice possible, fee-only advisors have absolutely no vested interest in the insurance decisions their clients make.

    2/10/2014 · Insurance
    Without an advocate that is looking out for their best interests, life insurance consumers are at the mercy of their life insurance agents and the companies they represent. Even the most well-intentioned agents suffer from an inherent conflict of interest, as agents derive their compensation from the products they sell. A closer look at a number of areas reveals how damaging this can be to life insurance consumers:

    1/8/2014 · Insurance
    Do you reside in Garrison Keillor's fabled Lake Wobegon? Those who own a cash value life insurance policy probably do - and probably don't even realize it! In Lake Wobegon, "all the women are strong, all the men are good looking, and all the children are above average." And any life insurance policy purchased in Lake Wobegon is no doubt better than average as well!

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    Dr. Stephen C. Wexler, PE, CPE CCS CPE CPMP CVS CBO CMC CSP
    Chairman
    4132 Del Rey Ave.
    Marina Del Rey CA, TX 90292
    USA
    phone: 310-306-3877
    fax: 310-306-7480
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    Stephen Wexler Construction Management ExpertExperience: 40 years experience in construction, construction management, safety and related. Unusual combination of safety engineering and construction and civil engineering permits separate areas within construction, safety, and premises liability. 6 years Instructor at UCLA Evening Extension in Engineering & Construction Management, and 4 years US Navy Seabees Instructor for Construction Management - Port Hueneme, CA and Gulfport, Mississippi.

    Licenses: Dr. Stephen C. Wexler, PE holds Licenses in Civil Engineering, Safety Engineering and is a "B" License General Contractor.

    Services: 50% of business in Construction Management in working with Owners, Contractors & Subcontractors in their Building Programs and 50% of business activity in Forensic Engineering in working with Attorneys in a variety of case types.

    Qualified Expert Witness: Testimony over 16 years in + / - 200 trials and + / - 500 expert depositions. Backed by a research staff of engineers. Both plaintiff & defense. High integrity & solid record - No skeletons or conflicting testimony. Litigation savvy with attractive record of Jury appeal.

    Other Expertise: Members of Wexco International have additional expertise in: Quality Control; Building and Design Codes; Earthquake / Fire / Flood Damage; Roofing; Waterproofing; Paints; Plaster; Flooring; Critical Path Method Scheduling; Delay Impact Analysis; Accidents relating to Scaffolds, Ladders, Forklifts, Guardrails, Cranes, Manlifts, Use of Tools, Electrocutions, Bulldozers, Stacking; Parking Lots, ADA Regulations; Electric Gates; Construction Area Traffic Control; Roadway Maintenance; Visibility; Lighting.
    The subject Case involved the Defendant traveling Southbound on a Freeway in Southern California, when the California Highway Patrol (CHP) performed a traffic stop. The CHP Officer indicated (at the time of the stop, as well as in the official Report) that the cause of the stop was excessive speed (speeding). During the traffic stop, the driver was cited for driving without a valid Driver License.

    7/24/2014 · Construction
    An employee of a Metal Framing / Drywall Subcontractor fell off a scaffold that allegedly was improperly situated for the work. Additionally, Plaintiff contended that the scaffold had no guardrail (at the time of the incident). The incident occurred during construction of a large mixed use building in Northern California. The result of the fall was a catastrophic injury to the Plaintiff.

    6/17/2014 · Construction
    The subject property is located in the City of Los Angeles, and is considered to be a landmark property. The improvements on the property were originally constructed in early 1910's. The property consists of: a Main House with a gross living area of 9,400 square feet; a Garage with a 900 square foot Guest House above; and, a 740 square foot Pool House. The three (3) buildings, swimming pool, reflection pond, fountain and gardens are situated on a 36,000 square foot lot.

    According to data released by the Texas Department of State Health Services, which utilized the 2007 Hospital EMS/Trauma Registry Data, Falls and Auto Accidents were the top 2 leading causes of injury within the State of Texas. Of the 91,703 injuries reported in 2007, the combination of Falls and Auto Accidents accounted for an amazing 64% (58,833 injuries). Individually, Falls made up 38% (34,418) of all statewide injuries reported.

    According to data released by the Texas Department of State Health Services, which utilized the 2007 Hospital EMS/Trauma Registry Data, Falls and Auto Accidents were the top 2 leading causes of injury within the State of Texas. Of the 91,703 injuries reported in 2007, the combination of Falls and Auto Accidents accounted for an amazing 64% (58,833 injuries). Individually, Auto Accidents accounted for 27% (27,415) of all statewide injuries reported. Additionally, motor vehicle accidents in Texas is the leading cause of death for residents under the age of 45, and 3rd leading cause of death to all residents.

    3/7/2014 · Construction
    Plaintiff was an Apprentice Plumber working at the Construction Renovation of a Coffee House.

    2/4/2014 · Construction
    The subject of this Case involves two (2) adjoining hillside properties in Pacific Palisades, California. One property (owned by Defendant) is at a higher elevation than the other (owned by Plaintiff). Both properties were developed and graded at the same time (in the 1960's). A sloped hillside is situated between each of the respective property building pads and yardscapes.

    1/3/2014 · Construction
    Plaintiff was a 5 year old child that fell through a gap between the horizontal railings of at a guardrail at an outdoor observation platform located on a small hill overlooking a lake.

    11/27/2013 · Construction
    The Project was a remodel of an existing multi-story residence located on a hillside in Beverly Hills, California. The Plaintiffs are the owners of the residence, the Defendant are the Design-Build General Contractors engaged by Plaintiffs to perform various design and remodelling to the hillside property. The Home Improvement Agreement and its amendments (i.e. 2 change orders) were drafted by Defendants.

    10/24/2013 · Construction
    The Project was a retrofit of a historic theatre that was converted to a Restaurant / Bar / Lounge. The Plaintiffs are the managers and operators of a nightclub in Hollywood, the Defendant are the General Contractors engaged by Plaintiffs to perform renovations. The contract and its attachments were created by Defendants.

    10/3/2013 · Construction
    The Plaintiff, an Insurance Adjuster, was performing an inspection of the roof of an automobile dealership that had reported damage as a result of wind and rain from a recent Hurricane. The subject roof consisted of corrugated metal panels, and translucent fiberglass panels with a matching corrugated pattern. Additionally, the subject roof had been covered with a white polymer "paint" coating for purposes of energy reduction.

    The Plaintiff (Decedent) was using a home , propane powered barbecue grill, when the attached propane tank allegedly suffered a catastrophic material failure, resulting in an explosion, which then caused a fire of the residence. Plaintiff obtained the subject propane tank from the Defendant Retailer, who had provided the tank as an exchange of the Plaintiff's empty tank. Defendant Retailer was not authorized by the Defendant Propane Supplier.

    Plaintiff was traveling Northbound in the #1 lane of Frank Sinatra Drive in the Plaintiff's 1997 Jeep Grand Cherokee. At the time of the incident, the Plaintiff was attempting to execute a right hand turn into the main entry at The Bellagio, with the intention of traveling to the employee pick up area, to pick up a co-worker.

    7/26/2013 · Expert Witnessing
    The Plaintiff, a tenant of the subject apartment building, was on the roof of the building, when the Plaintiff fell through a rooftop skylight located above the apartment building hallway. The Plaintiff had been on the roof with a friend, but was alone at the time of the incident.

    At the time of the fall, the Plaintiff was apparently beginning to descend from the top (3rd) level of the scaffold. While transitioning from the top platform onto the ladder that was built into the scaffold frame, the Plaintiff attempted to utilize the midrail as a hand hold, when the midraild gave way. Plaintiff lost his balance and fell to the ground level below.

    Plaintiff was the front passenger in a vehicle traveling Northbound on a 2-lane roadway. While traveling through an "S" turn, the vehicle lost control and entered into a critical speed skid.

    5/29/2013 · Construction
    Plaintiff was a Laborer/Grade Checker who was working at a project involving grading and applying a new asphalt surface to a parking lot. The Defendant was a Contractor that was grading the parking lot utilizing a skip loader.

    4/23/2013 · Construction
    Plaintiff was an HVAC Technician, who was performing heating, ventilation and air-conditioning work at commercial shopping plaza. The shopping plaza buildings were single-story in height, and had exterior fixed ladders for access to the roof.

    3/20/2013 · Expert Witnessing
    Experts are a very important, and often critical, component of a lawsuit. Aside from all of the traditional elements and facets (Forensic Analysis & Testimony), is the litany of activities that the Expert may play in the initial role of Consultant to the Attorney.

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    Office of Design & Construction
    2115 Third Street, Suite 208
    Santa Monica CA 90405
    USA
    phone: 805-798-0010
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    Jeffrey Phillip Weinstein, AIA, a California licensed Architect since 1982, with Masters Degree in Real Estate Development from USC, has been involved in the development, design and construction of office buildings, high-rise condominiums, multi-family residential podium-type projects, retail, neighborhood shopping centers and regional malls, hotels and resorts, hospitals, and schools (K-12 and University).

    Expert in real estate development, government approvals, entitlements & permits, architect's standard of care, construction management, claims & defects, A/E/C agreements. Expertise includes building envelope & water intrusion, zoning & building codes, errors/omissions, destructive testing & repair, schools (DSA), hospitals (OSHPD), condominiums, commercial/retail/mixed-use projects, high-rise structures, hotels & resorts. Previous employers include Nadel and Callison Architects, Tishman Construction, Trammel Crow Company, Kaiser Permanente, and California State University.

    Professional Licenses / Certifications / Affiliations:
    • California Registered Architect, License #12822
    • Member, American Institute of Architects, Urban Land Institute, Construction Specification Institute, and Society for Marketing Professional Services
    • Member, North Santa Barbara County Board of Architectural Review
    Litigation Support: Jeffrey Weinstein has been retained as an expert witness as Owner's Representative, Construction Manager, Contract Administrator, Project Manager and Architect by Developers, Builders, Institutional Owners (Hospitals & Schools), Municipalities, and Corporate Clients. Mr. Weinstein provides professional Architectural and Construction Expert Witness opinion, testimony and services on matters, such as:
    • Architectural
    • Forensic Architectural
    • Construction Management
    • Building Code Requirements
    • Construction Industry Standards
    • Professional Standard of Care
    • Design Defects, Errors & Omissions
  • Construction Defects & Failures
  • Architectural Practice & Peer Review
  • Construction Claim Evaluation
  • Change Order Analysis & Cost Overruns
  • Zoning Entitlements, Land-Use, and Permitting
  • Project Delivery - Fast-Track, Design-Build, GMP
  • Design & Construction Accident Claims
  • View Jeffrey P. Weinstein's Consulting Profile.
    9/11/2017 · Construction
    ln our current climate of economic prosperity and rising real estate values, the prevalence and usefulness of construction litigation may be on the wane. Much of the litigation and expert opinion in recent years has resulted in unrealistic repair schemes for the sole purpose of producing a settlement among parties to the litigation. When a plaintiff expert recommends a "remove and replace in its entirety"1 scenario (for example, arguing that all exterior stucco must be demolished and reinstalled due to a lack of expansion joints), the defense expert frequently advocates a more modest "fix what's broken" scheme to provide a minimum repair at the lowest cost. This process consumes considerable time and resources, and creates a difficult environment in which to craft a settlement. More often than not, neither party is pleased with the outcome; unreasonable plaintiff positions often result in settlement amounts ranging between 15 to 25 percent of the claim amount.

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    James D. Wamble, PE, RLS
    PE, RLS
    40 Middleton Street
    Nashville TN 37210
    USA
    phone: 615-251-9555
    fax: 615-251-9034
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    James D. Wamble, PE, RLS has over 30 years of experience as a Professional Civil Engineer and Registered Land Surveyor. During the course of his career, Mr. Wamble has worked on land planning, land surveying, or civil engineering projects in all counties of the middle and west Tennessee regions, and several counties in east Tennessee.

    Mr. Wamble has offered litigation support services as an expert witness in cases since 1976. In the last four years, he has testified 12 times in 8 lawsuits. These litigation cases include land planning, land surveying, and civil engineering issues. Mr. Wamble has experience with depositions, trials, hearings, and arbitrations.

    Expert Witness Services Include:
    • Research
    • Site Inspections
    • Engineering Analysis
    • Land Surveys
  • Survey and Civil Engineering Drawings
  • Investigation
  • Report Writing
  • Exhibit Preparation
  • Areas of Expertise:

    • Civil Engineering: Design of grading, drainage, utilities, roads, lakes, dams, detention basins, parking lots, shopping centers, subdivisions, apartments, condominiums, planned unit developments, specific plans, industrial parks, mobile home parks, mini warehouses, hotels and office building site plans; flood, drainage, and utility studies; low impact design; financial developability and constructability analysis of proposed developments; preparation of cost estimates; assisting clients in setting project budgets; designing projects to contain cost within determined project budget; construction project management, inspection, administration, and processing of contractors’ pay requests
    • Land Surveying: Topographic, Route, Land, Boundary, Utilities, Aerial ground control, Engineering design, and Construction Surveys
    • Land Planning: Land use/development feasibility analysis, planning and concept design of residential, commercial, industrial and municipal projects; zone change applications; planned unit development and specific plan applications; site selection consultation; and graphic presentations
    View James Wamble's Consulting Profile.
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    Steven G. Roberts
    CPA/CFF, CFE, CCI, CGMA, FCPA
    Sammamish WA 98074
    USA
    phone: 425-868-3330 ext.151
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    Steven Roberts Forensic Accounting Expert PhotoSince 1987, Steven G. Roberts, CPA, CFF, CFE, CCI, CGMA, FCPA, has focused exclusively on Valuation, Economic Analysis, Economic Loss Measurement, Forensic Accounting, and Fraud Examination. His assignments regularly include expert report and exhibit preparation, and deposition and courtroom testimony. Other of his engagements include arbitration, mediation and appraisal testimony.

    Mr. Roberts has also been retained directly by the court as a Special Master relative to economic loss measurement and forensic accounting issues. He is a Certified Public Accountant, Certified Fraud Examiner and Forensic Certified Public Accountant. He is also certified by the AICPA in Financial Forensics, is a Certified Criminal Investigator, and is a member of the Academy of Court Appointed Special Masters. Over the past 29 years, Mr. Roberts has been directly responsible for designing, implementing and managing more than 2,000 engagements involving billions of dollars.

    He has managed economic loss and valuation engagements in Alaska, Europe, across North America, in Mexico, and throughout the Gulf and Pacific Rim. He is a speaker, lecturer and author of courses and articles on economic damage measurement principles, forensic accounting issues and independent expert practices. Mr. Roberts is the principal and founder of Veritas Forensic Accounting and Economics.

    Areas of Expertise:

  • Breach of Contract
  • Breach of Fiduciary Duty
  • Business Interruption
  • Business Dissolution
  • Economic Viability
  • Class Actions
  • Bellwether Plaintiffs
  • Construction Defect Issues
  • Construction Delay, Cost Overrun
  • Builder's Risk Policies
  • Employee Dishonesty
  • Receivership
  • Bankruptcy
  • Fraud
  • Insurance Loss
  • Inventory Loss
  • Property Damage
  • Intellectual Property
  • Partner Disputes
  • Personal Injury
  • Wrongful Death
  • Product Liability
  • Securities Damages
  • Wrongful Termination


  • View Steven Roberts' Consulting Profile.
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    Dr. Jules Kamin
    President
    6380 Wilshire Blvd., Suite 1102
    Los Angeles CA 90048
    USA
    phone: 323-653-9555
    fax: 323-653-5391
    Dr. Jules Kamin received his Ph.D. in business economics, finance and management science from the University of Chicago Graduate School of Business, rated #1. He is an expert on Economic Damages and Economic / Financial Aspects of Liability. He brings to the practice of forensic economics a unique combination of educational background, practical business and teaching experience, and a proven record of expert retention and testimony in over five hundred cases since 1987.

    Services Include:
  • Lost Profits
  • Lost Business Goodwill
  • Diminution of Business Value
  • Business Valuation
  • Lost Earnings and Benefits
  • Course of Conduct
  • Business Torts
  • Fraud
  • Interference with Prospective Economic Advantage
  • Breach of Contract
  • Unfair Competition
  • Condemnation
  • Infringement of Intellectual Property
  • Antitrust
  • Securities
  • Personal Injury
  • Wrongful Termination
  • 9/5/2010 · Damages
    Commercial damages occur in breach-of-contract and business-tort cases that result in claims of lost profits or diminished business goodwill or business value. Intellectual-property-infringement cases and antitrust cases also can involve such loss claims. The measurement of damages in these types of cases follows a basic methodology, with some variations in intellectual-property matters. Measurement of damages in securities-fraud cases uses a different approach.

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    Mr. Kirk Kleckner
    5810 West 78th Street
    Suite 300
    Bloomington MN 55439
    United States
    phone: 612-760-8400
    fax: 612-435-6241
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    Kirk KlecknerKirk D. Kleckner, CPA, MBA, ABV, ASA, CFF 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 a Senior Appraiser of the American Society of Appraisers (ASA) and Certified in Financial Forensics from the AICPA (CFF). 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 and organization and owner tax planning.

    Mr. Kleckner has experience as an expert witness in various legal actions including class action settlement valuation, ownership dispute valuation and business damage calculations.

    Areas of Expertise:
  • Business Valuation
  • Litigation Economic Loss / Damage Analysis and Independent Opinions, Expert Witness
  • Product Warranty and Class Action Settlement Valuation
  • Dealership - Valuation, Profitability and Practices
  • Business Interruption, Minority Interests and Fair Value, Ownership Disputes
  • Estate and Gift Valuation
  • Succession and Business Owner Wealth Transfer Planning
  • Acquisition / Merger Advisory
  • Mining Interest Valuation

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    Thomas Roney
    President
    3333 Lee Parkway,Suite 600
    Dallas, TX 75219
    CO TX FL USA
    phone: 214-665-9458
    fax: 214-975-1245
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    Thomas Roney, LLC is a national economic consulting firm specializing in Economic Damages Calculations and expert testimony for plaintiff and defense attorneys throughout the country. Our team of experienced experts, including economists, finance and forensic accountants, serves you in a professional, timely and cost-effective manner. We are experienced litigation consultants and have testified in Texas, California, Colorado, Connecticut, Kansas and New York. With offices in Dallas/Fort Worth and Houston, we focus on:
    • Commercial damages and intellectual property
    • Economic Damages in Personal Injury, Wrongful Death, and Wrongful Termination.
    • Medical Malpractice and Valuation of Care Cost Plans.
    • Consulting Services/Critique of opposing expert for defense and plaintiff firms.
    • We also provide financial expertise in matrimonial disputes.
    Headquartered in Dallas, Texas, Thomas Roney LLC has offices in:

    Florida Office:
    1111 Brickell Avenue, 11th Floor
    Miami, FL 33126
    T: 305-913-8571
    Colorado Office:
    999 18th Street, Suite 3000
    Denver, CO 80202
    T: 303-572-2366
    12/28/2006 · Expert Witnessing
    As an attorney, plaintiff or defense, you face this question in every case with economic damages. You know not every case requires an economic expert. When the economic damages are minimal or easily computed, such as past wage or profit losses, an expert may not be necessary

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    Thomas Neches
    Managing Partner
    633 West 5th Street, Suite 2800
    Los Angeles CA 90071-2039
    USA
    phone: 213-624-8150
    fax: 213-223-2304
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    Thomas M. Neches is an Certified Public Accountant, Accredited in Business Valuation, a Certified Valuation Analyst, is Certified in Financial Forensics and is a Certified Fraud Examiner. Mr. Neches, Managing Partner of Thomas Neches & Company, LLP, has twenty-eight years of experience in providing expert testimony on Accounting, Business Valuation and Financial Issues. Mr. Neches has testified on behalf of plaintiffs and defendants in state and federal courts in Arizona, California, Florida, Kentucky, Missouri, Nevada, New York and Oregon. He specializes in applying computer database and statistical techniques to assemble and analyze voluminous and complex data. Mr. Neches holds a BA in mathematics from UC San Diego and an MS in operations research from UCLA.
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    J. Armand Musey
    President
    535 Fifth Avenue, 4th floor
    New York NY 10017
    USA
    phone: 646-843-9850
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    J. Armand Musey, CFA, JD/MBA, founder and president of Summit Ridge Group, LLC, provides expert witness testimony for the Satellite, Media and Telecommunications Industries. Mr. Musey is a highly regarded financial analyst with expertise in Asset Valuation, Business Valuation, Financial Analysis of Economic Damages and Financial Scenario Analysis. He also has significant experience in corporate governance and investment research practices. He offers litigation support for clients with complex financial analysis or valuation projects. His background includes Wall Street research methods and practices on behalf of defendants in insider trading cases.

    Mr. Musey's industry knowledge, financial expertise and extensive writing experience allow him to expediently craft well-argued independent written direct testimony documents that withstand scrutiny in depositions and during courtroom cross-examination. Prior expert witness experience and years of communicating with investors of all types have honed his skills at orally communicating his industry knowledge and financial expertise. Moreover, Mr. Musey's legal background facilitates his ability to communicate with legal professionals, understand the legal relevance of case facts and efficiently read legal documents.

    Areas of Expertise Include:
    • Industry and Business
      • Broadband Communications
      • Broadcasting
      • FCC Spectrum Licenses (including orbital slot valuation and wireless spectrum valuation)
      • Wireless Communications
      • Satellite Communications Industry and Related Media and Telecommunications Topics
    • Financial and Economic
      • Asset Valuation
      • Business Valuation
      • Financial Analysis of Economic Damages
      • Financial Scenario Analysis
    • Other
      • Corporate Governance
      • Investment Research Practices - including accepted used of information sources and relationships with company management
    View Consulting Profile.
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    177 Bovet Rd
    Sixth Floor
    San Mateo CA 94402-3116
    USA
    phone: (650) 548-1120
    fax: 650-636-9285
    Brian-Sullivan-Forensic-Accounting-Expert-Photo.jpg
    Brian A. Sullivan, CPA/ABV, CVA, CBA, CFE, CMAP, is a Forensic Accountant and Business Valuation specialist in the Food and Beverage Industry.

    Mr. Sullivan integrates accounting and auditing knowledge with investigative skills gained from more than 30 years of practical business experience resolving financial disputes, including breach of contract, embezzlement, fraud, personal injury, and shareholder disputes.

    Litigation Support - Mr. Sullivan is an experienced Valuation Expert Witness and court-appointed referee who specializes in Food and Beverage Business Valuations. One of the few individuals with multiple accreditations (including CPA/ABV and CVA), as well as a background in forensic accounting and business valuation, he is strongly qualified. When attorneys for food and beverage companies need an expert witness who works directly with them and has a reputation for clarity and composure on the stand, they turn to Mr. Sullivan.

    Areas of Expertise:
    • Accounting
    • Forensic Accounting
    • Business Valuations
    • Economic Consulting
  • Economic Damages
  • Financial Matters
  • Forensic Accounting
  • Lost Profits
  • View Brian Sullivan's Consulting Profile.
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    Steven A. Eisenberg
    Consulting Actuary & Owner
    1136 Old Roswell Rd
    Roswell GA 30076
    USA
    phone: 404-307-9861
    Steven-Eisenberg-logo.jpg
    Steven Eisenberg Insurance Actuary Expert PhotoSteven A. Eisenberg, FSA, MAAA has over 45 years actuarial experience. He offers litigation support nationwide with regard to personal injury and wrongful death economic damages, appropriate mortality, life expectancy (note: population tables, that have not been modified by an actuary for lifestyle, chronic illnesses, family history, result in unreasonably long life expectancies), interest (discount) rates, future increases in income (note: historical experience indicates that wage inflation rates are lower than discount rates). His litigation support also includes life insurance product design and pricing, compensation, illustrations, administration and management services, policyholder tax issues, and product appropriateness.

    Background Experience - Throughout his career, Mr. Eisenberg worked extensively in litigation support as an expert witness including actuarial design, administration and illustration of various life insurance and annuity products, both traditional and non-traditional, universal life (or excess interest products), and both general account and separate account variable insurance products. His expert work includes pricing these products and developing appropriate actuarial assumptions (e.g. mortality and life expectancy, interest and discount rates, agent or broker compensation and expense assumptions).

    He is also a co-inventor of several patents dealing with financial derivatives(swaps) relating to longevity and mortality mitigation.

    In 1986, Mr. Eisenberg pioneered the development of large case COLI and BOLI and unwind strategies that are still used today. He is a renown expert in designing, developing, and evaluating Bank owned life insurance (BOLI) and Corporate owned life insurance (COLI) programs for insurance companies, banks, other financial institutions, brokers and litigation clients. This includes developing appropriate actuarial assumptions (mortality and longevity, lapses and surrenders, expenses, taxes, interest and discount rates, compensation, policy dividends and life insurance company profitability and investment exposure (disintermediation)). He also developed administrative procedures, sophisticated illustration systems (for example, utilization of policy loans and partial surrenders) and insurable interest issues. His expertise includes policy owner tax issues (e.g. Section 264, 7702, 7702A, 1035) and legislative changes. He has evaluated the appropriateness of these products (general or separate account including stable value) for corporate and bank policy owners, including the accounting and financial impact to the policy owners.

    Mr. Eisenberg is a Fellow of the Society of Actuaries (1973) and a Member of the American Academy of Actuaries (1975). He has served as an Instructor of Actuarial Science at Georgia State University and delivers lectures and seminars to associations throughout the United States.

    His services are offered to clients nationwide.

    Litigation Support - Mr. Eisenberg currently provides expert litigation support for all aspects of life insurance and personal injury. He is a renowned expert in:
    • COLI / BOLI Product Design
    • Assumptions & Contracts
    • Tax History
    • Broker
    • Consultant
    • Third Party Administrator
  • Marketing and Administration
  • Compensation and Standards of Practice
  • Benefit Funding and Financial Analysis
  • life settlement
  • Loss Determination
  • Personal Injury economic Damages
  • Life Expectancy and Mortality
  • View Steven Eisenberg's Consulting Profile.
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    Brian Spiegel & David Spiegel
    CR, CIEC, CMRS, CEICC, CSDS, CMCC, IICRC
    PO Box 7577
    La Verne CA 91750
    USA
    phone: 800-266-8988
    fax: 909-596-8803


    AVAILABLE NATIONALLY
    CERTIFIED RESTORERS * CERTIFIED INDOOR ENVIRONMENTAL CONSULTANTS *
    CERTIFIED MICROBIAL REMEDIATION SUPERVISORS * CERTIFIED ENVIRONMENTAL INFECTION CONTROL CONSULTANT * CERTIFIED STRUCTURAL DRYING SUPERVISOR * CERTIFIED INFRARED THERMOGRAPHERS *
    IICRC CERTIFIED MASTERS * LIC. GENERAL CONTRACTORS #299472


    SUMMARY OF EXPERIENCE

    Brian Spiegel and David Spiegel offer expert testimony and consulting services regarding smoke, water, fire, mold contamination property damage restoration, reconstruction, and construction defect related problems.

    Both have been speakers nationally and internationally on property damage restoration, construction, and mold contamination related topics. In the past at the Property Loss Research Bureau (PLRB) national mold symposium in Charlotte, North Carolina and at the Forensics Consultants Association on toxic mold litigation and mold remediation in Newport Beach, California.

    In the media Brian and David have written articles for industry trade magazines and given television and radio interviews, including one with Brian on ABC TV “Good Morning America” featuring a segment on mitigating water damage.

    CONSULTANTS AND EXPERT WITNESS
  • Mold & Bacterial Contamination
  • Construction Defects
  • Fire & Smoke Damage
  • Industry Standards of Care
  • Structural Damages
  • Water Damage
  • Sewage Backflow
  • Flooring Forensics
  • EXPERT SERVICES
  • Property Damage Contractor
  • Inspections & Formal Reports
  • Cause and Origin Investigations
  • Smoke Particulate Testing
  • Property Insurance Claims
  • Testing
  • Detailed Construction Estimates
  • Cost Damage Appraisals at Current Industry Pricing
  • Litigation Support
  • Infrared Structural Inspections
  • Concrete Moisture Testing
  • PROPERTY DAMAGE ASSESSORS
  • Residential and Commercial
  • Appraisal Process: Appraisers & Umpires
  • Contents and Structure
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    Dr. Stan V. Smith
    President & Founder
    1165 N. Clark Street, Suite 600
    Chicago IL 60610-2845
    USA
    phone: 312-943-1551
    fax: 312-943-1016
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    Dr. Stan V. Smith is a nationally renowned Economist and Financial Consultant providing analysis in simple terms that any trier-of-fact can understand. As an expert consultant to plaintiff and defense attorneys representing clients in Federal State courts, he provides testimony and litigation support services in evaluating damages.

    Dr. Smith provides Analysis, Testimony, and Litigation Support Services in Evaluating Damages for plaintiff and defense attorneys representing clients in federal and state courts nationwide. His concept of Hedonic Damages is acknowledged by judges, attorneys, and legal journalists as one of the most innovative tort concepts in the last 30 years. He has been interviewed and published in dozens of respected professional journals.

    Dr. Smith has assisted in the successful resolution of thousands of lawsuits on behalf of clients that include many dozens of the nation's largest law firms, the U.S. Department of Justice, as well as thousands of other prominent plaintiff and defense law firms in almost every state.

    Areas of Expertise:
  • Antitrust Damages
  • Patent Valuation
  • Lost Wages
  • Mergers & Acquisitions
  • Business Valuations & Losses
  • Hedonic Damages
  • Pension Fund Evaluation and Withdrawal Liability
  • Society and Relationship Damage Analysis
  • Identity Theft and FCRA Credit Damages
  • Security Losses
  • Commercial Damages
  • Employment Discrimination
  • Life Care Plan and other Medical Cost Evaluations
  • Structured Settlement Analysis
  • Personal Consumption and Fringe Benefits
  • Product Liability
  • Injury Losses
  • Lost Earnings Capacity
  • 5/6/2011 · Economics
    Setting aside the one case in 100,000 that makes headlines, are juries generally capricious and liberal? Are verdicts frequently unreasonable?

    3/17/2011 · Economics
    The increased use of economic experts in commercial damage cases, as well as in personal injury and wrongful death cases, has resulted in the emergence of a group of experts who offer economic services but are unqualified and ill-trained in economics.

    2/16/2011 · Economics
    In most courts, the value of a human being is not recognized. According to the laws of many states, your life isn't worth a "plugged nickel" if you no longer work.

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