Bisk CPEasy CPA's Guide to Life Insurance

EXPERT SERVICES


  • Litigation Consulting
  • Case Evaluation
  • Evidence Review and Forensic Analysis
  • 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 Testimony
  • Providing Guidance for Businesses, Attorneys, CPAs & Insurance professionals nationwide
  • Stock market, Mutual fund & Insurance loss recovery
  • Retirement Plan Lawsuit


THE MILLENNIUM PLAN - SADI TRUST - THE BETA PLAN - HARTFORD - PAC LIFE - NICHE - BENISTAR - THE GRIST MILL TRUST INDIANPOLIS LIFE - PENMONT - AND OTHER SIMILAR 412I RETIREMENT PLANS AND 419 WELFARE BENEFIT PLANS

Expert witness Services

EXPERT CREDENTIALS

  • National Society of Accounts Speaker of the Year 2004-2005
  • 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 and other topics 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