Alan D. Westheimer, CPA/CFF, CFE - Economics, accounting, finance and insurance expert witness

About Alan D. Westheimer, CPA/CFF, CFE

Mr. Alan D. Westheimer and his associates perform a variety of forensic accounting investigations on behalf of trial attorneys, and he serves as consulting expert as well as testifying expert witness at the trial of complex business and personal disputes involving financial matters. Mr. Westheimer’s work is typically focused on economic damages, either calculating them on behalf of plaintiffs or assessing the calculations of other experts on behalf of defendants.

Services

Mr. Alan D. Westheimer provides services as both consulting and testifying expert on a whole host of cases, large and small, in both federal and state courts, that concerns a broad range of economic damages/lost profits issues in a multitude of industries; tax-related IRS disputes and professional malpractice cases; bankruptcy cases; professional misconduct cases; estate, trust, and probate cases; and, cases involving allegations of alter ego.

Sample Cases:

Economic Damages /Lost Profits
Federal and State Taxation
Fraud / Forensic Investigations
Bankruptcy
Professional Misconduct
Estate / Probate / Family Law
Alter Ego

- Federal and State Tax Planning and Representation

Mr. Westheimer is conversant with the standards of practice governing tax compliance and consulting services provided by public accounting firms. Mr. Westheimer also has considerable experience with litigation matters involving claims of professional malpractice that pertain to federal tax issues.

- Practice Management Consulting for Professional Firms

Mr. Westheimer focuses his practice management consulting efforts on financial management issues, productivity, marketing, strategic planning, dealing with a troubled economic environment, internal conflict, partner compensation, retreats, mergers, and helping firms learn practical methods for managing change.

Litigation Support Services

Mr. Alan D. Westheimer, CPA/CFF, CFE is a consulting practice focusing on litigation support services, as well as federal tax services, and practice management consulting for professional firms. His work is typically focused on economic damages.

Areas of Expertise

Accounting
Bankruptcy
Business
Business Interruption
Commercial Litigation
Construction Claims
Corporate
Damages
Divorce
Economic Damages
Economic Losses
Economics
ERISA

Estates and Trusts
Ethics
Family Law
Financial
Financial Analysis
Franchising
Fraud
Government
Investigation
Law Firm Consulting
Law Firm Management
Legal Malpractice
Litigation

Lost Profits
Malpractice
Malpractice, Financial
Probate
Products Liability
Professional Malpractice
Professional Responsibility
Real Estate
Strategic Planning
Tax Planning
Taxation
White Collar Crime

Additional Expertise:

Alter Ego, Professional Misconduct, Federal Taxation, Practice Management.

Profile

From the early 1980s to mid-2005, Mr. Alan Westheimer was a member of the Adjunct Faculty of the Jones Graduate School of Business of Rice University in Houston, Texas, where he taught graduate courses to MBA degree candidates and, before that, to Masters of Accountancy degree candidates. He has also been a member of the Adjunct Faculty of the Bauer College of Business of the University of Houston in Houston, Texas, where he taught a graduate course to Executive MBA degree candidates. Mr. Westheimer has also been a member of the Adjunct Faculty of the University of Houston Law Center in Houston, Texas, where he taught courses to JD and LLM degree candidates.

Mr. Westheimer has authored many articles for publication in the fields of litigation services, professional firm practice management, and federal taxation, including as a co-author of AICPA Consulting Services Special Report 03-1, Litigation Services and Applicable Professional Standards. He has served as a committee member and on the Board of Directors of several professional organizations and as editorial advisor, and in one case as editor, of several professional publications. He spent six years as a public member of a State Bar of Texas Grievance Committee assisting in the adjudication of grievances filed against Texas attorneys. From 2008-2011, Mr. Westheimer was a member of the AICPA Forensic and Litigation Services Committee, which oversees this area of practice for the AICPA.