Taxes - Taxation Consultants: 10

A grandson of tobacco company founder R.J. Reynolds, Patrick Reynolds first spoke out publicly at a 1986 Congressional hearing in favor of a ban on all cigarette advertising. Since then, his advocacy work and appearances in the national press have made him a well known champion of a Smokefree Society. 

Mr. Reynolds' advocacy work and motivational talks to youth and adults have made him a well-known and respected champion of a smokefree society. He has helped remind many thousands of people of the dangers of smoking. Mr. Reynolds is a frequent guest speaker at universities and health conferences, and also middle and high schools. His talks are often sponsored by health departments and hospitals, as a bridge builder to local communities. He is frequently invited to debate on Fox News Channel, CNBC, CNN and other networks, and has been profiled by most of the world's major newspapers and US TV networks

Mr. Reynolds serves as Executive Director of the Tobaccofree Earth, a nonprofit group he founded in 1989. Its mission is to motivate youth around the world to stay tobacco-free, and empower smokers to quit successfully. In 2019 the San Francisco Chronicle published an editorial Reynolds wrote against Vaping Products. It congratulated voters for approving the first citywide ban of the sale of all vaping and flavored tobacco products, except menthol and tobacco. New York City passed a similar ban later that year.

Mr. Reynolds was a strong advocate for the Federal tobacco tax hike of 62 cents, signed into law by Obama in 2009 on his 17th day in office. USA Today published an editorial by Reynolds making a compelling case for higher tobacco taxes. He was also a proponent of the Congressional bill for FDA regulation of tobacco. In March, 2009, he met in Washington DC with Rep. Henry Waxman, co-sponsor of the bill, to offer his support. In June the same year, the bill was passed by Congress and signed by President Obama.

In September 2015, the White House and President Obama presented him with the President’s Lifetime Achievement Award.

Stack Real Estate, LLC (“Stack”) is a full service Real Estate consulting and principal investment firm. Stack has procured equity and debt capital on a transaction specific basis for both acquisition and development projects as well as sourced acquisition and development opportunities nationwide for a principal investment platform.

Stack is also providing project management services for residential and student housing development projects. Performed financial modeling and capital markets consulting for land acquisition, residential development, and senior living acquisition and development.

Specialties Include:

Fund Formation Equity & Debt Procurement Capital Markets Acquisitions

Asset Management Development / Redevelopment Environmental Sustainability Legal / Tax Issues

Jeffrey S. Rothbart, JD, LLM, founded Stack Real Estate, LLC (“Stack”) to focus on commercial real equity investments, development, capital markets advisory, and expert witness services. Since its inception, Stack has participated in over $1.5 billion in Commercial Real Estate Transactions.

Mr. Rothbart is experienced in real estate acquisitions, development asset, portfolio management, capital markets, leasing, dispositions, and sustainability. He has been involved in office, residential, retail, industrial, hotel, self-storage, medical, and senior-living operations as an investor, developer, adviser, or expert witness.

In addition to his responsibilities at Stack, Mr. Rothbart is also the Head of Investments for Peer Realty and a Principal at both Birchwood Health Care Properties, LLC and Insignia Homes. In his roles for Stack, Peer, and Birchwood, Mr. Rothbart is currently overseeing the syndication of over $65 million in real estate investments, including two residential subdivision developments, retail centers, and multiple senior living acquisitions and development opportunities. He is also LEED-AP for New Construction (v2.2) and an Adjunct Professor of Law at Chicago-Kent College of Law.

View Jeffrey Rothbart's Expert Witness Profile.

Richard A. Block, Esq., is an Estate Tax Attorney with 50 years of experience providing legal counsel and representation in taxation law, estate planning, and business law for individuals, businesses, and charitable organizations throughout Southern California. As an emeritus California Certified Tax Specialist (having been certified for 45 years) and former U.S. Treasury attorney in the office of the chief counsel to the Internal Revenue Service (IRS), he uses his experience and skills to the maximum benefit of his clients.

Mr. Block graduated from the University of Pennsylvania (A.B. Cum Laude), Harvard Law School (Honors Seminar in Taxation of Corporate Reorganizations) and Georgetown Law Center (Master of Laws in Taxation). He clerked for the Honorable Herbert Banks Cohen of the Pennsylvania Supreme Court and served four years as an Attorney in the Office of the Chief Counsel to the Internal Revenue Service at the National Office in Washington, DC. Mr. Block has served as an adjunct tax law professor at Golden Gate University and the La Verne School of Law. 

Mr. Block is admitted in California and may practice before all the courts in California, the Federal District Court for the Central District of California and the United States Supreme Court.

Consulting Services:

• Representation Before the IRS and other Administrative Agencies for Tax Debt Relief
• Income Tax Considerations
• Business Formation Tax Considerations
• Estate Tax Planning and Asset Preservation - property tax, income tax, pension plans, charitable giving, gift taxation, insurance trusts, special needs trusts, dynasty trusts, and other tax and family concerns
• Tax Deductions for Personal Collections of High Value
• Property Tax / Real Estate Tax
• Federal or State Tax Contributions from Personal or Public Investments
• Gift Taxation in Estate Planning
• Charitable Giving
• Nonprofit Organizations / Business Tax Exemptions

View Richard A. Block's Expert Witness Profile.

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

Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. With more than 3,400 professionals across more than 25 locations in the West and beyond, they work with many of the world’s most innovative companies and leaders. Their strength in the middle market enables us to advise clients at all intervals of development—from start-up, to rapid growth and expansion, to transition. 

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

Keegan Linscott & Associates, PC is a full-service Accounting Firm with more than 27 years of experience providing the highest quality of service to clients through a multi-dimensional team of dedicated and trusted professionals.

Leaders in their industry of practice, the professionals at KLA are Certified Public Accountants, Certified Fraud Examiners, Forensic Accountants, and Certified Insolvency, and Restructuring Advisors. They are committed to providing their clients and community with exceptional service, specializing in such matters as complex commercial litigation, FAR audits, all taxation matters, bankruptcy, reorganization, insolvency issues, and fraud detection, investigation, and prevention.

Consulting Services Include:

• Taxation-Related Services -Tax Problems, IRS Audit Support, Non-Files Returns, Offers in Compromise, Bankruptcy, Estate Planning
• Audit Services - Audits, Reviews, Compilations, Federal Acquisition Regulations
• Business Services - Quickbooks, Small Business, Payroll, Part-Time CFO, Cash Flow, Bank Financing, Strategic Business planning, Business Valuation, Succession in Planning, New Business Planning, Non-Profits, Internal Controls

Christopher G. Linscott, CPA, CFE, CIRA, is a Director of Keegan Linscott & Associates and is the Director of Litigation, Forensic Accounting, and Bankruptcy Support Services. He also manages corporate financial audits and tax clients. Mr. Linscott was previously employed with the international CPA firms of Coopers & Lybrand (now Price­water­houseCoopers), and Peat Marwick (now KPMG). He has more than 25 years of ex­perience in public accounting.

Mr. Linscott specializes in the areas of Litigation Support, Bankruptcy Reorganization, Fraud Investigations and Prevention, and Business Consulting. He has served clients in industries including construction, health care, home builders and developers, law firms, manufacturing and distribution, non-profit, professional services, real estate, restaurant franchises, retail service, and wholesale.

Mr. Linscott is a Member of the Arizona Society of CPA's, American Institute of Certified Public Accountants, National Association of Certified Fraud Examiners, Association of Insolvency and Restructuring Advisors, and a Director of the Board of Directors at Bashas’.

View Keegan Linscott & Associates' Expert Witness Profile.

Tony Wayne, CPA, CFF, CVA, CIRA, is a Certified Public Accountant with over 25 years of private industry senior operations experience. After a diverse career spanning 15 years in Big 8 public accounting/consulting and private industry, Mr. Wayne founded IronHorse in 1998 with an emphasis on complex turnarounds and restructuring consulting, crisis management, advisory services, CFO services, and litigation support.

Background - Mr. Wayne's career began with Arthur Andersen & Co. Most of his private sector career was spent in c-level positions with divisions and subsidiaries of large multi-national industrial firms, as Chief Operating Officer as well as Chief Financial Officer. In the late 1980’s, he participated in the $175 million leveraged recapitalization of Axia, Inc. (formerly Bliss and Laughlin Steel) and served as Controller/CFO of Axia’s largest division, Goldblatt Tool Co. Late 1991. Mr. Wayne then joined Weld Racing, Inc. as Chief Operating Officer for a number of years before founding Ironhorse LLC.

IronHorse LLC is a special situation Business Advisory firm and intermediary serving middle and small market business owners, commercial lenders, private equity firms, and the restructuring, corporate, transactional, and litigation legal communities. Their team has extensive experience within Fortune 1000 as well as Big Four consulting firms and are leaders within the various professional associations they serve and sponsor. With a primary geographical footprint across a six-state region including Nebraska, Iowa, Kansas, Missouri, Oklahoma and Arkansas, IronHorse is one of a handful of firms and one of the oldest in the region. As such, IronHorse is an ideal solutions resource for the closely held, family owned middle, or small-market industrial firm in transition. Visit their website at www.ihorsellc.com. Ironhorse offers the following consulting services:

• Turnaround Consulting and Complex Restructuring - Accelerate critical decisions and aggressively take action, work with key people to make tough calls, act decisively, and bring a dynamic contribution to the turnaround
• Forensic and Valuation Services - Collect, analyze, and interpret financial, valuation, and accounting data and information; combine technical and accounting expertise to accelerate and deliver solutions in highly complex situations
• Litigation Support - Advise boards of directors, senior management and corporate counsel in all litigation matters that can impact business practices, profitability, and continued viability
• CFO Services - Provide an outstanding cadre of financial professionals with experience running the operations through the most difficult of transitions
• Due Diligence - Unique approach to organizational, operational, and executive process due diligence aids in decision-making, negotiations, and deal structure deliberations for both healthy and distressed investing scenarios

Mr. Wayne is a member of the American Bankruptcy Institute, including the Business Reorganization Committee and Fraud Task Force. In addition, he is a member of the American Institute of CPA’s, the Association of Insolvency & Restructuring Advisors, the National Association of Valuation Analysts, the Turnaround Management Association, the Association for Corporate Growth, and the Forensic CPA Society.

View Tony Wayne's Expert Witness Profile.

Carlo Scevola & Partners is an International Fiduciary Company headquartered in Geneva, Switzerland, with branches in six continents. We specialize in International Planning, Strategic Consulting and Wealth Management. Our clients trust us for everything from setting up an Offshore Company to Mergers and Acquisitions to Business Finance and Asset Protection. CS&P’s customer-centric methodology ensures that each client gets a custom-tailored solution which addresses that business’ individual objectives and requirements. Our team has expertise in every functional category and every important geography. From finance to operations to human resources to marketing – from the Americas to Europe to Africa, Asia and Oceania – CS&P can bring together experienced executives who know how to advise you and will make your enterprise a success. All this while always protecting your privacy. Services Offered: Business and Strategic Consulting

• S.W.O.T. Analysis
• Pre-investment Feasibility Studies / Competitive Background Assessments
• Business Plan Research, Writing and Production
• Strategy Definition / Implementation
• Reworking of Operating Processes for International Suitability
• Industrial Partnership Scouting / Matching
• Tailor Business Model to Market Environment, Jurisdiction and Local Authorities Requirements Corporate Finance:
• Mergers, Acquisitions and CessionsCommercial Due Diligence or Investment / Financial Appraisals
• Company Reorganization and Restructuring
• Financial Feasibility Plans for Industrial Expansion
• Scouting / Recruiting Highly Qualified Financial Management
• Exit Strategies in the event of Buy-outs, Buy-ins, Spin-offs or MBOs, MBIs and LBOs
• Listing on Stock Exchanges Offshore Consulting:
• International Tax Planning
• Corporate Structuring, Maintenance and Trusts
• International Contracts Law
• Jurisdictions
• Residency and Citizenship
• International Banking
• Logistic Support
• Government Licenses
• Aircrafts and Vessels
• Intellectual Property CS&P Operates In More Than 80 Countries Around The World.

Convergent Capital Appraisers (CCA), is a full-service Business Valuation firm located in Houston, Texas, CCA specializes in providing its clients appraisals of closely-held operating businesses, family investment entities, and a variety of other financial assets. With clients and businesses located throughout the State of Texas, CCA also works frequently with clients and their advisors from across the United States to international locations, including Mexico, Canada, Brazil, Peru, and Poland.

All valuation engagements undertaken by Convergent Capital Appraisers consider the various elements of appraisal theory developed by The American Society of Appraisers (ASA) and are performed under the ASA's Principles of Appraisal Practice and Code of Ethics, as well as the Statements on Standards for Valuation Services No. 1 issued by the American Institute of Certified Public Accountants. In the preparation of their valuation reports, CCA also conforms to the Uniform Standards of Professional Appraisal Practice "USPAP" as developed by The Appraisal Foundation.

Consulting Services:

• Federal Estate, Gift, and Income Tax Appraisals
• Business Transaction Consulting
• Divorce and Ownership Disputes
• Financial Asset Valuation and Consulting
• ESOP Valuation

Principal, Scott S. Miller, MBA, ASA, ABV, specializes in Business Valuation and Transaction Consulting for small to middle market companies. He has over 35 years of professional business experience that ranges from senior operations management with publicly-traded companies to handling all aspects of operations in small privately-held manufacturing and service businesses.

Along with an MBA from the University of Houston, Mr. Miller achieved the Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers, the Accredited in Business Valuation (ABV) certification from the American Institute of Certified Public Accountants and has over 15 years of business / financial asset valuation and consulting experience. 

View Scott S. Miller's Expert Witness Profile.

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

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

Previous Positions/Appointments: Former Deputy Assessor, County of Los Angeles; Former Manager, Arthur Anderson; Former Senior Manager, Price Waterhouse. Publications: Quarterly Columnist, California Real Estate Journal; Frequent Contributor, Los Angeles Business Journal. 

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

Bryan L. Parker, CPA, LLC provides help to small to medium sized business with their Accounting, Payroll, and Tax needs. They have built a firm that provides quality accounting services coupled with a high level of client support.

Their expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements. The largest accounting firm in the city of Pelham, Alabama, their dedicated staff combine their years of experience to assure that every client receives the close analysis and attention they deserve.

Accounting Services:

Reviews & Compilations Bookkeeping / Write-Up Business Consulting Business Entity Selection Buying or Selling a Business Estate & Trust Tax Preparation Financial Analysis & Statements

IRS Representation Management Advisory Services Notary Public Payroll Services QuickBooks Sales Tax Services Tax Preparation & Planning

Bryan L. Parker CPA | Accounting, Payroll & Tax Needs for Small/Medium Businesses in Birmingham, AL
Bryan L. Parker, CPA/PFS, CFP, CLU, ChFC, CASL, FCPA, is a Certified Forensic Accountant with over 30 years of experience in his field.

Background - Prior to founding Bryan L. Parker, CPA, LLC, Mr. Parker held the position of CFO at McPherson Oil Company ($300 million + annual revenues) where he was responsible for advising and negotiating banking relationships, acquisition review, acquisition integration, financial reporting, and interaction with external auditors. His experience also includes serving as VP of Mergers & Acquisitions for Citation Corporation (Public Co.) and CFO of TIC United Corp., Dallas, TX ($300 million + revenues).

Mr. Parker has performed business valuations for more than 100 businesses in a variety of industries including manufacturing, trucking, printing, fuel oil distribution, motor/lubricating oil distribution, professional services, restaurants, fast food franchises, metal foundry, metal forge, machining, and plastic injection molding.

View Bryan Parker's Expert Witness Profile.