The right expert witnesses and consulting experts can make your case. That’s why we have spent so many hours over the past quarter century making sure our clients have just the right expert team — whether one expert or many, early-stage advice or expert reports and testimony. Across over 50,000 expert search assignments, we have honed a unique, customized approach to identifying, analyzing and connecting with expert talent so you can focus on winning your case.
CONTACT US
Taxation Expert Witnesses
Tax issues carry substantial financial consequences in corporate transactions, controversies with taxing authorities, and disputes among business parties. Companies litigate with the IRS and state agencies over transfer pricing, valuation, deductions, and the characterization of transactions, while buyers and sellers dispute tax indemnities and purchase price adjustments. Professional liability claims against accountants and tax advisors turn on whether advice met professional standards. The central question is usually how tax law applies to a transaction and whether positions were reasonable.
A taxation expert helps attorneys analyze tax positions, calculations, and professional conduct. The expert can review returns, workpapers, transaction documents, and advice letters to evaluate compliance with the Internal Revenue Code, regulations, and state law, and assess transfer pricing, valuation, and the economic substance of transactions. In malpractice disputes, the expert can evaluate advice against AICPA Statements on Standards for Tax Services and Circular 230. That analysis frames liability and causation and supports damages tied to taxes, penalties, and lost benefits.
Taxation testimony is most credible when it comes from professionals who have advised on and defended complex tax positions. Round Table Group can identify tax attorneys, CPAs, transfer pricing economists, and tax professors, including professionals with experience at the IRS, the Treasury Department, and Big Four accounting firms. Their expertise helps a fact-finder understand complex tax rules. Our more than 75,000 expert searches for litigators help us match the tax issues in your case with a qualified expert. To discuss your taxation matter, contact us by calling us at (202) 908-4500.
Learn More from Our Taxation Experts
Here are a few of our favorite Taxation Expert Witnesses:
Texas Taxation, Fraud, Valuation Expert #14980
I have 21 years of experience in the field of accounting, with specific knowledge in the areas of tax, litigation, and valuation. I have testified 25 times on topics such as business valuation, accounting, and finance.
Oklahoma Monetary Policy, Taxation Expert #18770
I have 10 years of experience, and specialize in the field of finance with specific knowledge in the areas of health care economics, monetary policy and the economics of criminal behavior. I have published on such topics as monetary policy, taxation and health care economics.
Tennessee Taxation, Compensation Expert #19357
I have 22 years of experience, and specialize in the field of taxation with specific knowledge in the areas of partnership taxation, taxation of compensation and benefits and general federal income taxation. I have published on such topics as partnership taxation, taxation of compensation and benefits and general federal income taxation.
Pennsylvania Taxation, Public Policy Expert #21956
I have 37 years of experience, and specialize in the field of accounting with specific knowledge in the areas of taxation, public policy and supply chain. I have published on such topics as secondary evasion, role perceptions of accountants and distributional effects of various tax provisions. I have testified on public utility damage awards, deffinition of earned income. As a teacher I have developed a talent for communicating highly technical concepts in a manner that is understandable by nonexperts such as jurors and certain judges.
Florida Accounting, Taxation, Healthcare Expert #22339
I have 27 years of experience and specialize in the field of accounting and taxation, with specific knowledge of business accounting, trusts and estates, and securities and risk management.
Your Case Deserves The Best Taxation Expert Witnesses
Iowa Taxation, Inequality Expert #25720
I have 11 years of experience, and specialize in the field of macroeconomics with specific knowledge in the areas of taxation, inequality and economic development. I have published on such topics as the aggregate and distributive effects of taxation, the determinants of inequality over the life cycle and effects of government policies and institutions on economic development.
Georgia Taxation Expert #28219
I have 25 years of experience in the field of federal income taxation, with specific knowledge in the areas of partnership tax, real estate tax, and corporate tax. I have published on such topics as entering, exiting, and operating partnerships. I have testified on real estate tax patents, standards of practice applicable to tax shelter opinions and mortgages, and other commercial contracts.
Washington Taxation Expert #28784
I have 20 years of experience, and specialize in the field of taxation with specific knowledge in the areas of 1031 ex changing, tax oriented equipment leasing. My entire work career had been around the application of two federal tax provisions.
Missouri IRS, Schedule C, Taxation Expert #30265
I have 23 years of experience, and specialize in the field of individual taxation with specific knowledge in the areas of Schedule A, Schedule C and Schedule E. I have published on such topics as withholding allowance, exemptions and general filing.
Texas Taxation, Regulation, Inflation Expert #31643
I have 30 years of experience in the field of economics, with specific knowledge of public sector economics, economic principles, and environmental and resource policy design. I have published on such topics as municipal water rates, optimal tariff policy and application of fundamental principles.
Cracking Down, Taxation Expert #35201
I have 30 years of experience and specialize in the field of China law with specific knowledge of intellectual property law, commercial and business law, and securities.
Taxation, International Taxes Expert #35294
I have 30 years of experience and specialize in the field of taxation, with specific knowledge of United Kingdom taxation, Irish taxation and international taxation. I have published on such topics as United Kingdom, Irish and international tax.
New York Taxation, Valuation Expert #38421
I have 30 years of experience, and specialize in the field of real estate accounting and finance with specific knowledge in the areas of taxation, structured finance and valuation. I have testified on real estate accounting methodology, discounted cash flow method of valuation and taxation.
California Taxation Expert #39892
I have 30 years of experience and specialize in the field of accounting with specific knowledge in the areas of tax, litigation support and business valuation. I have published on such topics as litigation support, business valuation and technical tax issues. I have testified 25 times on topics such as lost profits, economic damages and forensic accounting.
Illinois Taxation Expert #39928
I have 13 years of experience, and specialize in the field of taxation with specific knowledge in the areas of individual, corporate and partnership taxation. I have published on such topics as AMT, tax updates.
Pennsylvania Taxation Expert #40951
I have 40 years of experience, and specialize in the field of economics with specific knowledge in the areas of federal and state, income taxation and local real estate taxation. I have published on such topics as income and real estate tax administraiton, adverse effects of living wage ordinances and taxation of electronic commerce.
Tennessee Taxation, E-Commerce Expert #41571
I have 20 years of experience, and specialize in the field of accounting with specific knowledge in the areas of federal taxation, state taxation and public economics. I have published on such topics as state sales taxes, state corporate income taxes and Section 529 college savings plans.
Michigan Federalism, Taxation Expert #42064
I have 3 years of experience, and specialize in the field of economics with specific knowledge in the areas of public, urban and labor economics. I have published on such topics as federal taxation, earnings differences and quality of life.
Oregon Taxation, Corporate Taxation Expert #43233
I have 15 years of experience, and specialize in the field of taxation with specific knowledge in the areas of transfer pricing, corporate taxation and international taxation. I have published on such topics as multinational firm tax avoidance, corporate tax revenues and international tax law.
New York Taxation, Consulting, Audits Expert #43718
I have 18 years of experience, and specialize in the field of accounting, taxation and consulting with specific knowledge in the areas of law firms, law firm management and consulting. I have published on such topics as best practices for law firm management.
New York Wils, Trusts, Estates, Taxation Expert #43863
I have 28 years of experience, and specialize in the field of estate planning with specific knowledge in the areas of wills, trusts and elder law. I have published on such topics as estate planning, elder law and trusts.
Colorado Taxation, Dispute Resolution Expert #46126
I have 7 years of experience, and specialize in the field of taxation with specific knowledge in the area of dispute resolution. I have published on such topics as Internal Revenue Service. I have testified on tax. I build lifelong trusting relationships.
Put Our Taxation Expert Network to Work for You
Our huge network of experts – eminent university professors and practitioners who have achieved renown as thought leaders in their fields – combined with unparalleled research capabilities puts the experts you need at your disposal when and where you need them.
If you’re a litigator or general counsel, we want to put this network to work for you and your clients. Let us know how we can help by calling us at (202) 908-4500 or filling out the form on this page. We’re so confident you’ll love what we do that unless you retain an expert we present there’s no charge!
Questions Attorneys Ask About Taxation Expert Witnesses:
A taxation expert is warranted when liability or damages depend on tax law, tax calculations, or the conduct of tax advisors. Typical matters include tax controversies, transfer pricing disputes, M&A tax indemnity claims, and accountant malpractice.
Taxation experts can evaluate tax positions, return preparation, transfer pricing, valuation, transaction structuring, penalties, and professional standards for tax advice.
Counsel should match the expert's specialty to the tax issue, such as international, state and local, or corporate tax. Professional credentials, government experience, and academic work strengthen credibility.
The expert can establish whether tax positions or advice met applicable standards, which frames liability. The expert can also quantify tax and penalty exposure and rebut opposing experts who misapply tax rules.
Round Table Group treats each request as a custom search, starting by defining the case needs with counsel, including the tax issues, jurisdictions, transactions, and advisors involved. We source and interview potential candidates, assess how closely their experience fits the issues, confirm interest and availability, and perform conflict checks. Only then do we present counsel with qualified options, along with the information needed to choose among them.
GET STARTED FINDING THE RIGHT EXPERT WITNESS
Spend your time working with your experts, not searching for them! We're here to de-stress the process of having a great expert witness team so that it’s easy to have the right experts every time. We'll conduct a quick but thorough search and deliver a roster of top candidates for you to review. There's no charge for the custom search — you pay only the hourly rate if you retain one of our experts.
Or call 202-908-4500 or email us.
Taxation Workshops
A few of the courses and workshops led by our Taxation experts:
- Taxation