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Forensic Economics 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
White-Zuckerman-Luna-Hunt-logo.jpg
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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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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    Richard M. Teichner
    CPA, ABV, CVA, MAFF, CFF, CRFAC, DABFA, FCPA, CGMA, CDFA
    Providing Services Nationally
    See Offices in Reno and Las Vegas Below
    NV
    USA
    phone: 775-828-7474
    fax: 775-201-2110
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    Richard M. Teichner, CPA, ABV, CVA, MAFF, CFF, CRFAC, DABFA FCPA, CGMA, CDFA, is a Certified Public Accountant Mr. Teichner, licensed as a CPA with over 40 years of experience. Licensed in both Nevada and California, his concentration in litigation support services and business valuations in most of the recent 20 years of his career, coupled with the many years of a wide range of accounting, tax and business consulting services, enable him and his firm to provide in-depth analyses as an expert witness and consultant in a wide variety of matters. With offices in Reno and Las Vegas, Nevada, Mr. Teichner provides services throughout the United States, primarily in complex business litigation and divorce matters. He has performed services for businesses and individuals involved in various industries, such as manufacturing, distribution, retail sales, construction, real estate development, and transportation, and for professional practices, e.g. medical, law and accounting, and other service businesses. Litigation Matters - Mr. Teichner offers expert witness services to attorneys representing plaintiffs and defendants. He has testified over 40 times at trial and approximately 30 times at depositions. Mr. Teichner has been engaged as a testifying expert or consultant in a variety of complex business litigation and family law matters. Such matters have involved damages claims, contract disputes, disputes among business owners, fraud, breaches of fiduciary duty and standards of care, personal injury, and in family law matters property division, tracing, alimony, business valuations, and tax implications of divorce. Areas of Expertise:

    • Economic Damages / Lost Profits
    • Forensic Accounting
    • Financial Fraud
    • Personal Injury / Wrongful Death Damages
    • Divorce and Family Law Matters
    • Business Valuations / Appraisal
    • Franchise Valuation
    • Intangible Assets Appraisal
    • White Collar Crime
    • Standards of Care; Breach of Fiduciary Duties
    Reno Office
    3500 Lakeside Ct, Suite 210
    Reno, Nevada, 89509
    Telephone: 775-828-7474
    Las Vegas Office
    8275 S. Eastern Avenue, Suite 200
    Las Vegas, Nevada 89123
    Telephone: 702-724-2645
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    177 Bovet Rd
    Sixth Floor
    San Mateo CA 94402-3116
    USA
    phone: (650) 548-1120
    fax: 650-636-9285
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    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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    Managing Principal
    Litigation Economics, LLC
    Wells Fargo Center
    100 South Ashley Drive, Suite 600
    Tampa FL 33602
    USA
    phone: 800-479-2341 / Cell: 650-868-6398
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    Stanley P. Stephenson, Ph.D. Economics, has provided Economic Litigation services in more than 400 cases. His experience includes Business Valuations, Economic and Quantitative Analysis and Market Assessments.

    Dr. Stephenson's Expert Witness services are provided to defense counsel and plaintiff attorneys. He has been involved in cases in various industries including high-tech manufacturing, software development, agricultural product processing, auto accessories, hotel, real estate, eating & drinking establishments, pharmaceutical, chemical, hospital, insurance, transportation, professional sports, retail, petroleum and cosmetics.

    Services Include:
  • Breach of Contract
  • Intellectual Property
  • Business Interruption
  • Medical Malpractice
  • Business Valuation
  • Personal Injury
  • Construction
  • Products Liability
  • Employment Related Claims
  • Wrongful Death
  • 12/28/2017 · Economics
    This paper presents a method for measuring economic damages in wrongful termination cases. Such cases present the damages expert with a problem since the available studies of earnings recovery after a job loss are based on a limited time period after a job loss and many workers never catch-up to the previous earnings level. A two-step approach is offered. First, the expert uses appropriate available empirical evidence to develop a typical earnings catch-up period. Second, the expert gathers information about case factors affecting the duration of the period to earnings catch-up. Using these factors, the expert modifies the base time period to develop a reasonable range of years for earnings catch-up. The ultimate choice of lost earnings is left for the court to decide, given the range presented by the expert. Cases directly or indirectly supporting this method are presented.

    5/28/2013 · Construction
    Defects that were introduced during construction can lead to classic legal disputes between owners and contractors where considerable sums of money are involved.

    4/17/2013 · Damages
    This paper focuses on business interruption litigation and how to compute lost profits as a remedy. The main contribution of the paper is development of a general model of economic damages which assesses lost profits by measuring the incremental changes in revenue, variable costs, and fixed costs.

    3/15/2013 · Damages
    Proving damages in trademark litigation-typically lost profits or disgorgement of the defendant's profits-generally involves citing the infringer's sales of the infringing product.

    11/26/2012 · Damages
    Survival risk of new businesses is a challenging issue to incorporate into lost profits analyses used in litigation, an issue some financial experts and courts ignore rather than consider explicitly. This paper considers several ways to make qualitative and quantitative adjustments for the survival rates of new businesses.

    10/25/2012 · Damages
    The forensic financial expert may be familiar with assessing lost profits, earnings capacity, or even valuing a business, but what is the expert to do about damages arising from lost ability to engage in non-market work? In a personal injury, wronful death or similar tort cases, physical limitations may restrict market and non-market work the latter forming the basis for an additional source of damages.

    Stanley P. Stephenson
    Today's economists are still concerned however with issues of value and distribution and how market forces operate to price scarce resources like labor, land, machines and more recently information and time. The field is generally divided into two areas: macroeconomics and microeconomics.
    Stanley P. Stephenson, David A. Macpherson & Gerald D. Martin
    Uses proven procedures, checklists, samples and tables to value economic loss in wrongful death and personal injury cases. Learn how to calculate damages, what to ask a forensic economist, which tables to consult for current information on damages and more.
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    Dr. Alan J. Salzberg
    Principal
    195 Montague Street, 14th Floor
    Brooklyn New York 11201
    USA
    phone: 646-461-6153
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    Salt Hill Statistical Consulting Alan Salzberg is Senior Statistician and Principal of Salt Hill. Dr. Salzberg's focus is statistical analysis, sampling, estimation, and modeling, especially using large or complex datasets. Many of Dr. Salzberg's consulting projects and research papers have related to the detection and measurement of bias. Dr. Salzberg has testified as an expert witness in statistics in multiple venues. Prior to joining Salt Hill, Alan was CEO at Analysis & Inference. He has also held positions at KPMG (in its Economic Consulting group) and at Morgan Stanley. Dr. Salzberg holds a Ph.D. in Statistics from the Wharton School of the University of Pennsylvania, where he also received a Bachelor of Science in Economics. For musings on everyday probability, see Dr. Salzberg's blog: "What are the chances?"
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    EJ Janik, CPA, CFF, CFE
    Principal
    Three Galleria Tower
    13155 Noel Road, Suite 100
    Dallas TX 75240-5090
    USA
    phone: 972-934-0022
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    EJ Janik Accounting Expert PhotoEJ Janik, CPA, CFF, CFE is a Certified Public Accountant with 37 years of professional experience. He specializes in financial audits, compilations and reviews, consulting for commercial litigation, antitrust matters, engineering and construction matters, real estate, and bankruptcy / business reorganizations matters. Mr. Janik holds a Master of Science in Accounting from Louisiana State University and a Bachelor of Commerce from Rice University. He is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.

    Mr. Janik has provided over 150 financial audits and consulted in over 685 business disputes. He has provided expert testimony in over 80 matters including trial testimony in 48 trials or hearings in 8 states. Mr. Janik's accounting services include Damages/Lost Profit analysis, Forensic Accounting, Fraud Investigations, Fact Finding, Financial Analysis, and Expert Witness Testimony when necessary.

    Litigation Experience:
    • Antitrust/Pricing Issues
    • Audits
    • Bankruptcy Analysis
    • Business Interruption
    • Business Valuation
    • Construction Claims
    • Contract Disputes
    • Cost Determinations
    • Criminal Investigations
    • Damage Analysis/Critiques

  • Debt & Capital Analyses
  • Dispute Resolution
  • Due Diligence
  • Environmental Claims
  • Feasibility Studies
  • Forensic Accounting
  • Fraud Investigation/Analysis
  • Hazardous
  • Waste/Remediation
  • Insurance Claims

  • Lost Profits
  • Mergers & Acquisitions
  • Real Estate
  • Royalties, Commissions, Income
  • Solvency
  • Superfund/Environmental Claims
  • Tracing
  • Valuations
  • Wastewater
  • White Collar Crimes
  • Mr. Janik is also uniquely qualified to measure construction claims and damages. With over 11 years of construction experience, he has accumulated over 13,000 Engineering and Construction (E&C) auditing hours, 10,000 E&C consulting hours, and 15,000 E&C supervised hours.

    Construction Claims Services include:
    • Acceleration
    • Change Orders
    • Costs
    • Defective Plans
    • Differing Site and Concealed Conditions
    • Direct Costs
    • Disruption
    • Evaluating Claims
  • Indirect Costs
  • Overhead
  • Payroll Fringe Burdens
  • Profit
  • Pre-Qualification Filings
  • Superfund / Hazardous Waste Sites
  • Terminations
  • Other Construction Issues
  • View EJ Janik's Consulting Profile.

    *Ryan Fraud and Forensic Recovery, LLC is not a CPA firm.
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    Michael B. McDonald, PhD
    Financial Economist
    76 English Lane
    Shelton CT 06484
    USA
    phone: 203-302-0367
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    Michael B. McDonald, PhD, is a professional Financial Economist with a PhD in finance, and a significant background working in finance. His consulting clients and professional work experience includes engagements for Fortune 500 companies, government regulators, and institutional investors.

    Litigation Support - Dr. McDonald is also a university professor of finance, a FINRA arbitrator, and a frequent expert witness in the field of Forensic Economics. He prides himself on being:
    • Adept at bringing dry material to life
    • Proficient with using sophisticated statistical analysis in securities and valuation matters to objectively and effectively make your point in court
    Dr. McDonald specializes in working on cases related to business disputes, economic loss, bankruptcies, spin-offs, and unfair business practices. He has done past consulting work in the following areas:
    • Accounting Fraud
    • Bank Analysis
    • Bankruptcy
    • Business Appraisal
    • Business Analysis
    • Business Economics
    • Business Litigation
    • Business Valuation
    • Corporate Finance
    • Corporate Governance
    • Damage Analysis
  • Damage Models
  • Economic Analysis
  • Economic Forecasting
  • Financial Forecasting
  • Financial Analysis and Assessments
  • Feasibility Studies
  • Municipal Bond Analysis
  • Municipal Distress
  • Risk Assessment
  • Securities Valuation / Litigation
  • Tax Planning
  • Author - Dr. McDonald writes a regular column on valuation in oil and gas markets for OilPrice.com. His writing is often syndicated to TIME Magazine, Yahoo Finance, Business Insider, Seeking Alpha and been cited in the Wall Street Journal, Marketwatch, Bloomberg, and dozens of other financial publications. Dr. McDonald has authored extensive research studies on investments, corporate debt, rates of return to investors under various scenarios, and valuation of tangible and intangible assets.

    Dr. McDonald has authored numerous studies on which he has received various awards from professional organizations like the Academy of Economics and Finance, and the Association of Business and Behavioral Finance.

    View Dr. McDonald's Consulting Profile.
    7/22/2016 · Finance
    In many bankruptcies the choice of how to proceed with a case turns critically on the level of debt the firm has and the sustainability of that debt. Effective negotiations with creditors or arguments in court require marshalling a cogent line of reasoning regarding the ability of a firm to handle the debt that it is carrying. This guide is intended to help attorneys understand the basic financial metrics that objectively determine whether a business can sustain its proposed debt load upon exiting bankruptcy.

    6/15/2016 · Finance
    Abstract: This paper investigates whether firms vary the debt side of their capital structure, based on changes in investor demand for bonds. Examining asset flows into various asset classes over the last 30 years reveals that companies respond to recent increases in demand for bonds from investors by altering their capital structure towards greater use of debt. Firms are more likely to issue debt as demand for bonds rises, and their use of debt increases (decreases) in periods when demand for bonds is high (low) compared to periods when demand is not significantly changed. Firms use more (less) debt when spreads between corporate yields and Treasury rates are low (high), consistent with efforts by managers to adjust their debt issuances based on relative debt costs. These results hold after controlling for seasonality, firm effects, and macroeconomic conditions. These findings suggest that investor demand for debt needs to be taken into account when examining the capital structure puzzle.

    5/6/2016 · Finance
    Let me tell you a sad story; Joe owned a marketing company and earned a prosperous living for several years. Joe's business was growing rapidly and all seemed right with the world. Then a trusted employee left Joe's firm, taking with him half of Joe's customers in violation of his non-compete agreement. Joe's business slowly suffered and lost customers until eventually his firm declared bankruptcy.

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    Joseph B. Matheson
    CPA, ABV, CVA, DABFA, FACFEI, PFS, CFF, CFE
    110 S. Jefferson Road
    Whippany NJ 07981
    USA
    phone: 973-428-8885
    fax: 888-846-4884
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    Joseph B. Matheson, CPA, ABV, CVA, DABFA, FACFEI, CITP, CFF, CFE, is a Certified Public Accountant, with over than 30 years of public and private accounting experience. Mr. Matheson is a Certified Valuation Analyst (CVA) by the National Association of Certified Valuation Analysts (NACVA, one of the oldest and most prestigious certification organizations) and is Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA). He is also a Fellow of the American College of Forensic Examiners Institute (FACFEI), holds a Diplomate from the American Board of Forensic Accountants (DABFA), and is a Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners. In addition, Personal Financial Specialist (PFS), and a Certified Financial Forensics (CFF) all of which are earned from the AICPA. Mr. Matheson has taught various accounting and business classes for the Small Business Development Centers of New Jersey (part of the SBA), continuing education classes to other CPAs, and was a member of the Speakers Bureau for the New Jersey State Society of Certified Public Accountants.

    Litigation Support - Joseph Matheson uses Forensic Accounting and Auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. His damage measurement methods can determine the extent of financial loss and illegal accounting practices. Mr. Matheson is qualified and testifies as an expert witness in New Jersey State and Federal Courts. He also provides analysis to mediation attorneys to assist in settlement.

    Areas of Expertise:

    • Business Valuation for bankruptcy, partner and shareholder disputes, contract disputes, marital disputes
    • Valuation of closely held businesses, stock options and restricted stock for capital gain, gift tax and compensation purposes
    • Wage and economic loss reports, business interruption loss reports, divorce (lifestyle analysis, tax-effected balance sheet preparation, alimony, and child support analysis)
    • Investigative accounting and fraud analysis
    • Merger and acquisition negotiation purposes

    View Joseph Matheson's Consulting Profile.

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    Stephen P. Magee, PhD
    President
    1801 Lavaca St. Suite 10E
    Austin TX 78701
    USA
    phone: 512-656-6666
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    Stephen Magee Finance Economics Expert PhotoStephen P. Magee, PhD, has over 40 years of experience in the fields of Finance and Economics. He is currently the James L. Bayless/Enstar Corporation Professor of Finance and Economics and former chairman of the Department of Finance at the University of Texas at Austin. He holds a PhD in economics from the Massachusetts Institute of Technology.

    Dr. Magee teaches courses in managerial microeconomics and global finance, covering topics including antitrust, intellectual property, company and security valuation, and the cost of capital. Dr. Magee has published nearly 80 academic articles and three books. He has won three major teaching awards and the top career research award at the Graduate School of Business at the University of Texas.

    Dr. Magee’s current research interests include:
    • The Economics of Intellectual Property and Industrial Organization
    • The calculation of Royalty Rates and Patent Infringement Damages
    • Cross-national Economic Effects of Legal Systems and Lawyers
    • The economics of mergers
    • The Supply Effects on Physicians of State Medical Malpractice Reforms
    • International trade
    Dr. Magee has worked on the White House staff and has advised four administrations (Johnson, Nixon, Ford, and George R. W. Bush). In 2003, he presented an academic paper before 1000 international economists at a conference in Havana, Cuba that was attended by Fidel Castro. The paper was on intellectual property and the effect of the informational revolution on economic development. One of Dr. Magee’s books (Black Hole Tariffs) was endorsed on the cover by two Nobel laureates in economics (Stigler and Buchanan) and the chairman at the time of the Nobel committee for economics (Assar Lindbeck).

    Dr. Magee has served on the National Science Foundation Committee for Economics and the Secretary of Commerce’s Economic Advisory Board and on the editorial boards of six academic journals: the Review of International Economics, Journal of Economic Integration, Journal of International Economics, the Review of Economics and Statistics, Economics and Politics, and the International Trade Journal. He has also served as a member of the Brookings Panel on Economic Activity.

    Litigation Support - Dr. Magee has extensive experience as an expert witness for leading companies in the software, computing, e-commerce, internet search, consumer products, healthcare, and petroleum and petrochemical industries. Clients he has testified for include Kodak, DuPont, Microsoft, HP, Cisco, Amazon, Exxon, Dow, Western Union, Becton Dickinson, Mondis and before the Texas Public Utility Commission. He won a $2.4 billion securities case, affirmed on appeal in 2014 and a $156 million antitrust case in 2014, affirmed in 2015 by the Fifth Circuit and affirmed in 2016 by the US Supreme Court.

    Areas of Expertise:
    • Antitrust
    • Econometrics
    • Business & Finance
    • Business Analysis
    • Business Economics
    • Business Interruption / Lost Profits
    • Business Securities
    • Commercial Litigation Damage Analysis
    • Damage Models
    • E-Commerce Economic Analysis
    • Economic Forecasting
  • Economics Finance Infringement
  • Intellectual Property Damages
  • Intellectual Property Valuation
  • International Economics
  • International Trade Litigation
  • Patent Analysis
  • Patent Infringement Damages
  • Trade Secrets
  • Securities / Stock Litigation
  • Statistical Analysis
  • Misappropriation
  • Stephen P. Magee, PhD, et al
    This book provides a special interest theory of protection, developing a full general equilibrium theory that explains the distribution of income with goods markets, factor markets, lobbies, political parties, and voters all pursuing their self interest. This probabilistic voting model shows how well-organized groups can use seemingly irrational government policies to exploit poorly organized groups.
    Stephen P. Magee, PhD
    Stephen P. Magee, PhD
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    Randall Bell, PhD, MAI
    496 Broadway
    Laguna Beach CA 92651
    USA
    phone: 949-497-7600
    fax: 949-497-7601
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    Randall Bell, PhD, MAI is the owner of Landmark Research Group LLC which specializes in Real Estate Damage Economics. By utilizing advanced valuation methodologies, they are able to determine what impact, if any, that a detrimental condition has on property values. His clients include government agencies, oil, insurance and utility companies, corporations, developers, lenders and property owners.

    Dr. Bell specializes in environmental contamination, natural disasters, construction defects, complex real estate disputes, crime stigma and other detrimental conditions. As an Expert Witness and Strategic Consultant, Dr. Bell can determine the merits of a claim. His experience and research includes the World Trade Center, Hurricane Katrina, Bikini Atoll Nuclear Test Sites, Chernobyl, Hiroshima, the Oklahoma City Bombing, Mt. St. Helen’s Volcano, the Manoa Hawaii Landslides and many others.

    Dr. Bell has a MBA from UCLA and is the author of the book "Real Estate Damages" published by the Appraisal Institute. His career has been profiled by the Wall Street Journal, People Magazine, CNN, ABC's 20/20 and more.
    Randall Bell, MAI, et al
    Most appraisers will be asked to appraise property subject to detrimental conditions at some point in their careers. The unique problems that arise in these complex valuation situations can be addressed by applying fundamental economic principles and innovative valuation techniques. A comprehensive and valuable resource for all real estate professionals, Real Estate Damages: Applied Economics and Detrimental Conditions, second edition, provides a straightforward approach to solving these complex valuation problems.
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    Jonathan S. Shefftz
    14 Moody Field Road
    Amherst MA 01002
    USA
    phone: 413-256-1101
    fax: 866-252-7130
    Jonathan S. Shefftz is an independent consultant specializing in the application of financial economics to litigation disputes, regulatory enforcement, and public policy decisions. He has provided expert witness testimony on numerous lawsuits filed in state court, federal district court, and federal agency administrative hearings, in matters involving:
    • Economic Damages
    • Unjust Enrichment
    • Financial Capability Assessment
    • Municipal Financial Condition
    • Enforcement of Environmental Regulations
    His articles have been published in the Litigation Economics Review, Natural Resources and Environment, and Environment Reporter. He has presented at conferences of the Eastern Economics Association and Western Economics Association International.
    7/29/2011 · Economics
    Compliance with environmental regulations often entails significant capital investment in pollution control equipment, which in turn leads to ongoing operation and maintenance expenses.

    10/21/2008 · Taxation
    Present value cash flow calculations for economic damages should be performed on an after-tax basis, regardless of whether the damages award will be subject to taxation

    6/28/2007 · Economics
    The Vermont Supreme Court’s decision in Agency of Natural Resources v. Deso11 does not, so to speak, throw the baby out with the bathwater, but rather sets forward what can be seen as constituting part of a helpful framework for distinguishing between the two. Nor does the decision contain any self-contradictory implications

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    Mark Falkenhagen
    Partner
    617 West 7th St., Suite 605
    Los Angeles CA 90017
    USA
    phone: 213-283-4001
    fax: 213-283-4040
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    Mark Falkenhagen Forensic Economist Expert PhotoMark Falkenhagen is a partner in the Los Angeles office and has been in the practice of Forensic Economics at HSNO for over 25 years. A graduate University of Southern California, Marshall School of Business, he specializes in Valuing Economic Losses.

    Mr. Falkenhagen's industry experience includes Employment Law Wage and Hour Logistics, Casinos, Construction Defect, Product Recall, Class Action Filings, Employee Dishonesty, Stock Options, Personal Injury, Wrongful Termination, Semiconductor, Entertainment, Franchises, Railroads, Hospitality, Oil and Gas, and Consumer Products.

    Mr. Falkenhagen is an approved MCLE provider through the State Bar of California. He can present in person or via Webinar a one-hour presentation titled “Calculating Economic Damages In Wrongful Termination and Class Action Cases”.

    Litigation Support - Serving as an Economic Damages expert witness, Mr. Falkenhagen has been designated hundreds of times through law firms across the southern California region. He has testified as an expert witness on many occasions in Federal and State Court.

    Areas of Expertise:
    • Partnership Disputes
    • Wrongful Termination
    • Employee Pay Disputes
    • Personal Injury
    • Marital Dissolution
  • Business Interruption
  • Business Valuation
  • Product Liability
  • Class Action
  • Inventory Valuation
  • Select Testifying Experience:
    • Product Liability, $38 million
    • Construction Defect, $26 million
    • Inventory Valuation, $18 million
    • Business Valuation, $11 million
    • Contract Dispute, $7.4 million
    • Personal Injury, $4.25 million
    • Wrongful Termination, $3.2 million
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    Gary Young, M.Ed., CRC, CDMS, CCM, NCC, ABVE/D, FVE
    4 Trenton Ave.
    West Trenton NJ 08628
    USA
    phone: 609-883-9033
    Gary-Young-Forensic-Rehabilitation-Expert-Photo.jpg
    Gary A. Young has worked in the field of Rehabilitation Counseling since 1977. He has earned a Master of Education, is a Certified Rehabilitation Counselor, Certified Disability Management Specialist, Certified Case Manager, Diplomate of the American Board of Vocational Experts, and Forensic Vocational Economist.

    Vocational Economic Expert - For over 35 years, Mr. Young has been evaluating Vocational and Economic Loss Projections and residual productive skills and value in cases focusing on employment related matters. His expertise is in determining future vocational options and economic loss projections. Mr. Young also provides catastrophic case management, performing complete Life Care Plans and economic projections for future medical costs.

    Litigation Support - Gary Young has completed evaluations detailing employability and lost earning capacity in State and Federal Courts. His vocational evaluation, life care planning, and economic analysis are combined in one report and one witness so that all of the facts and opinions are available throughout testimony. Mr. Young's reports have been used successfully in New, York, New Jersey, Pennsylvania, and Federal jurisdictions for both plaintiff and defense attorneys.

    View Gary Young's Consulting Profile.
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    David E. Nolte, CPA
    888 S. Figueroa Street, Suite 2000
    Los Angeles CA 90017
    USA
    phone: 213-787-4100
    fax: 213-891-1300
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    Our analysis and research combined with unique presentation techniques have resulted in an unequaled track record in successful court cases and client recoveries. Our personnel are full time and fully focused on the services we provide. We thoughtfully incorporate technology into our work to provide great results at a more reasonable cost. Our expertise encompasses damages analysis, lost profit studies, business & intangible asset valuations, fraud investigations, statistics, forensic economic analysis royalty audits, strategic & market assessments, competitive surveys, personal injury and employment damages, and a wide range of other financial advisory services. We serve the entire nation.
    11/8/2017 · Economics
    Damage experts don’t always agree regarding the appropriate discount rate and underlying methodology for a lost earnings claim and certain commonly applied methods actually provide a windfall to Plaintiffs. The chosen rate can make a meaningful difference in the economic damages conclusion. A recent article, "Lost Compensation Settlement Tool Allows You To Assess Economic Damages Accurately And Efficiently, Under Various Scenarios", demonstrates the significance of the applied rate on damages.

    8/12/2015 · Accounting
    The US Court of Appeals for the Ninth Circuit has opened the door significantly wider for those who wish to pursue qui tam False Claims Act suits by reversing a dismissal of two such matters. Ruling en banc in United States ex rel. Hartpence v. Kinetic Concepts, Inc., the Ninth Circuit has removed a prior restriction that any prior public disclosure must have originated from the whistleblower as well.

    A recent case addressed the interesting question of whether a corporation could serve as an expert witness. The matter involved a breach of fiduciary duty case coordinated with an appraisal proceeding, in re Dole Food Company ("Dole"). The defendants designated Stifel, Nicolaus & Company, Incorporated ("Stifel"), a corporation, to serve as their expert witness regarding the value of Dole.

    2/13/2015 · Patents
    Royalty arrangements within patent licenses have long been constrained by an almost 50 year old Supreme Court decision in Brulotte v. Thys Co that prevents collection of royalties after a patent has expired. The Justices have now agreed to revisit the precedent set by that often-criticized ruling in a current case, Kimble v. Marvel Enterprises, Inc.

    8/16/2014 · Accounting
    In a recent case involving the City of Pomona ("Pomona") v. SQM North America Corporation ("SQM"), Pomona alleged that SQM's importation of sodium nitrate for fertilizer caused a perchlorate contamination in the city. Although the district court excluded under Daubert the expert testimony of Pomona's expert witness on causation, the Ninth Circuit reversed the ruling, stating that "facts casting doubt on the credibility of an expert witness and contested facts regarding the strength of a particular scientific method are questions reserved for the fact finder". The case was remanded for trial.

    7/16/2014 · Accounting
    In association with general cost cutting measures over recent years, many companies have pressured their vendors to reduce fees. This downward pressure has extended to the accounting firms hired to provide independent audit opinions, resulting in a significant drop in audit fees. According to Audit Analytics, audit fees in 2012 were $472 per $1 million of revenue, the lowest amount since 2004. The question is whether audit quality has been sacrificed in order to achieve these reductions.

    4/24/2014 · Damages
    The Eastern District of Texas is well known for its intense patent activity and already provides early disclosure of infringement and invalidity contentions to facilitate faster resolution of these cases. The Court has now taken similar action by providing an option for accelerated damage discovery, including requiring a two week turnaround between defendant's production of potentially infringing sales data and plaintiff's good faith estimate of damages. Accomplishing this will require expert assistance immediately in the process. Even for cases that do not settle, this damage estimate will inform the Court's discovery decisions and resource allocations.

    2/7/2014 · Surveys
    In the course of affirming the district court's decision in Kraft Foods Group Brands LLC v. Cracker Barrel Old Country Store, Inc., 2013 WL 6017396, Judge Posner went a step further. While upholding the injunction, he ended his assessment with some comments "for future reference" when it comes to consumer surveys offered to demonstrate consumer confusion in support of a trademark infringement claim:

    A recently affirmed decision to grant judgment for the defendant as a matter of law highlights the importance of expert testimony that is consistent with previously-disclosed opinions presented in a Rule 26 report. In Rembrandt Vision Technologies, Inc. v. Johnson & Johnson Vision Care, Inc., the expert's testimony was struck because of critical discrepancies, leaving the plaintiff with no basis for claimed patent infringement.

    9/19/2013 · Legal Issues
    The decision in United States vs. Windsor (No. 12-301, June 26, 2013) by the U.S. Supreme Court (SCOTUS) to strike down Section 3 of the Defense of Marriage Act (DOMA) creates important tax issues and opportunities. These include potential refunds for same-sex married couples and their employers for years not closed by the statute of limitations.

    7/10/2013 · Damages
    A Delaware federal court recently closed the door on each of two possible paths to damages for Plaintiff in the matter of AVM Technologies, LLC v. Intel, Inc. (Civil Action No. 10-610-RGA). U.S. District Judge Richard G. Andrews granted Defendant's motion to exclude Plaintiff's expert, while also granting Defendant's motion in limine to preclude any proposed expert testimony from the inventor of the patent in question.

    6/18/2013 · Damages
    Lost compensation is a method of capturing economic damages in personal injury, medical Malpractice, wrongful termination, failure to promote and other similar torts.

    5/21/2013 · Damages
    In a unanimous opinion, the California Supreme Court clarified that trial courts may use either California Evidence Code Sections 801(b) or 802 to admit or exclude the expert's testimony.

    Electronic data comprises a large portion of discovery and provides efficiencies in searching and manipulating the data for further analysis.

    3/11/2013 · Damages
    Plaintiffs often desire short cuts to damage measurements. Given the cost of using experts employing proper methods and data, the temptation is obvious.

    1/22/2013 · Damages
    In re: Apple vs. Motorola, the parties sued each other for patent infringement involving smartphones. Seventh Circuit Judge Richard Posner, sitting by designation, threw out all damage witnesses for both parties on Daubert motions. Then, since both parties lacked damages testimony, he dismissed both cases with prejudice.

    An extraordinary amount of time is incurred in discovery asking for records that may not even exist, or asking for records that do exist, but the other side declines to produce records that were not requested using just the right terms.

    8/27/2012 · Expert Witnessing
    The following suggestions result from my experience serving as a witness, watching hundreds of other expert witnesses, and locating witnesses when servings as a confidential consultant. They are intended to help attorneys avoid common mistakes in selecting an expert witness.

    Appraisal disciplines have a confusing array of credentials. This occurs because:

    Intellectual Property licensing is big business, and is getting bigger. But most licensors do not earn as much as they should because they fail to perform royalty audits allowed under their license agreements.

    The IRS adopted a substantially revised Form 990 that calls for significantly expanded corporate governance disclosures.

    10/28/2005 · Expert Witnessing
    In many respects, the cross-examination of an expert witness is the same as for other witnesses. Some basics include: Be brief…Do not quarrel with the witness…Never ask a question to which you do not already know the answer…Avoid one question too many…and so on. However, there are some important differences

    7/20/2004 · Legal Issues
    If you want to improve your chances of success, commit these ideas to stone. Then follow them religiously.1. Keep it simple This is the greatest commandment, and the one most frequently violated. Too much information in a visual aid will confuse rather than clarify. Creativity does not mean complication. To achieve your goal, invoke the following guidelines

    Computers contain evidence useful in many human resource circumstances. Allegations of discrimination, sexual harassment, and unfair discharge are serious threats that are better understood by knowing what an employee did. Since computers are such a pervasive part of most employees' work lives, analysis of data stored on these computers helps address these issues

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