Services for Worry-Free Living.

We offer a multitude of ways to build, support and protect, not just your critical economic assets, but your personal peace-of-mind. Everything we offer is done so with that simple goal in-mind.



We work, hand in hand with you as well as your other advisors in order to make sure you are fully informed with a team that is connected and engaged throughout the year.

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Litigation Support

Our extensive forensic background and litigation experience makes us a valuable resource to ensure the most fair and positive outcome possible.

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We understand the complexities of tax law and more importantly, we understand the impact tax issues have on your business, personal and family life. We craft a tax strategy that is custom-made for your protection - and peace-of-mind.



  • Business Valuation – We provide business valuation services for estate and trust matters, acquisitions and sales, divorce, and business litigation matters, intangible or hard to value assets, secondary or rebuttal opinions, purchase price allocation issues, buy sell agreements and what-if-scenarios.

  • Economic Damage Analysis – We provide many types of economic damage analysis as it relates to: business interruption, breach of contract, patent & trademark infringement, business disputes, misappropriation of corporate assets & opportunities, employment, eminent domain conversions, lost profits and a many other types of transactions that impair business and/or asset values.

  • Family Law – We provide full and comprehensive services for individuals with high-stakes marital estates. From preparing a controllable cash flow analyses to forensic accounting, business valuations, separate property tracing and tax advisement before, during and after settlement or adjudication.

  • Trust and Estate Litigation – We provide litigation support services for trust and estate litigation matters including trust accounting, damage calculations stemming from breach of fiduciary duty, forensic accounting, estate valuation & settlement calculations and malpractice matters in connection with tax advice.

  • Mobile Home Park Rent Control – We provide services to mobile home park owners who are preparing for rent control hearings. We provide a comprehensive, multi-faceted analysis, and testify as an expert at rent control hearings on such issues as fair-rates of return, base year income and the economic equities of municipal ordinances.

  • Expert Witness Services – We provide expert witness services in a wide range of areas from experts with decades of experience, testifying for both the plaintiff and defendant in both bench and jury trials in jurisdictions throughout California.

  • Complex Civil and Business Litigation – We provide services on both a consulting and expert basis. We have decades of experience in working on highly complex business matters and civil matters that contain both national and international components.

  • Litigation Services – We provide expert witness services ranging from, testifying to case assessment, consulting advice, second opinion, rebuttal testimony and court appointed experts. We have testified in a variety of jurisdictions and venues.

  • Bankruptcy Analysis – We provide insolvency calculations, liquidation valuations, cramdown analysis, tax advisement, equity calculations, fraudulent conveyance analysis, pierce the corporate veil analyses and preferential payment analyses.