Expert Services

  • Litigation Consulting
  • Case Evaluation
  • Evidence Review and Forensic Analysis Research
  • Complaint, Petition, and Response Preparation Assistance
  • Damage Calculations
  • Expert Declarations and Affidavits
  • Exhibits for Settlement Conference, Mediation, and Trial
  • Active Litigation: Rebuttal Witness
  • Deposition, Arbitration, and Trial Testimony
  • Insurance Fraud
  • Pension & Benefit Plan Fraud
  • Insurance Company Fraud​ Reports
  • 419 & 412 plan defense
  • Employee benefit plan audits/penalty resolution
  • IRS Audit assistance
  • Plan reviews, evaluations & remediation
  • Expert Witness testimony
  • Research & Analysis of Tax Laws
  • Providing Guidance for Businesses, Attorneys, CPAs & Insurance professionals nationwide
  • Stock market, Mutual fund & Insurance loss recovery
  • Retirement Plan Lawsuit

Expert Credentials

  • Speaker of the Year and member of the AICPA faculty of teaching professionals
  • Frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters
  • Writes about 412(i), 419, and captive insurance plans
  • Speaks at more than ten conventions annually
  • Writes for more than fifty publications
  • Is quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Pubic Radio's All Things Considered, and others
  • Author of Protecting Clients from Fraud, Incompetence and Scams published by John Wiley and Sons
  • Author of Bisk Education's CPA's Guide to Life Insurance and Federal Estate and Gift Taxation
  • Author of AICPA best-selling books, including Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots