Testimonials

Thank you William Bresee, Partner at Leech Tishman. On very short notice, Bill provided key contract language to protect my consulting company in an upcoming legal matter regarding expert witness work. I certainly want to provide professional services to a large construction company. But as a small business owner, it is imperative that my business interests are protected in the area of indemnification, just in case a countersuit arises. Not only did Bill provide good language, he provided it in a very timely manner. Thank you Bill!

Ramon Grijalva
Business Broker , Venture Investors Business Group

Thank you Michael Jones from Digital Evidence. Your witness prep guidance is really helpful in structuring an approach to upcoming expert witness testimony. I did not understand the importance of video deposition techniques. I also had no idea about expert witness rights. Michael Jones' guidance is really great!

Ramon Grijalva
Business Broker , Venture Investors Business Group

Thank you Richard Brownstein for referring your client. The company is having some financial problems, which is why they approached Richard as a bankruptcy attorney. Richard thinks outside the box, so he asked if I could help find them the financing to clean up their balance sheet rather than resorting to bankruptcy as the first course of action. I've already referred them to one lender and working on a back-up. Richard, I truly appreciate you keeping me in mind.

Jeff Cristol
Banking & Finance , Fit Right Financial, LLC

My thanks to Eric Shaw for referring me to one of his clients. While Eric was helping the company get better control of their accounts receivable, as he does so well, he uncovered their need for a revolving line of credit. Being an early stage company presents it challenges, but he has made the introduction and start of the process an easy one. A meeting with the Company is in the works, and we are coordinating with them for the full package of info needed to present to a lender.

Jeff Cristol
Banking & Finance , Fit Right Financial, LLC

Greetings Ramon, I really enjoyed our Troika after the ACN Woodland Hills meeting with you, Matthew Cohen, and Howard Loeb. It was a blast! Thank you for considering my firm's witness preparation services to prepare you for deposition and trial. I look forward to working with you to ensure that your testimony under oath is effective and powerful! Again, thanks for the consideration Ramon.

Michael Jones
,

Greetings Alexis, Thanks for the shout out at the ACN Woodland Hills meeting. It was a pleasure to interact with you regarding your upcoming training video. I am confident the video will be a smashing success given the urgency of the subject matter. You are providing an invaluable service to business owners and employers in the state of California. All the best to your production efforts with the video!

Michael Jones
,

Howard, Thank you for personally introducing me to litigator Michael Justice. That was very kind of you to do that. Also, I appreciate your consideration regarding engaging my firm's witness preparation services to prepare your client for deposition and trial. I am looking forward to assisting your firm with ensuring that your client is well prepared for direct and cross examination. Again, thanks for your kindness, Howard!

Michael Jones
,

I have had the great pleasure to work with Lorraine Jones over the past 2 years and aside from being the most knowledgeable in Reverse Mortgages she has proven over and over to be one of the most thoughtful and caring person that I have had the opportunity to work with. We recently worked together in representing a handicapped woman wherein Lorraine selected me to sell her home in Redondo Beach and upon that sale Lorraine would provide a Reverse Mortgage for her to purchase a new condominium. I represented this woman on both the sale and the purchase. Lorraine handled the purchase of the condominium utilizing a Reverse Mortgage. This new loan went through easily and quickly within 30 days specifically because of Lorraine's knowledge and her highly skilled support team. The follow-up and communication between everyone was remarkable and so appreciated. It also became apparent to me from the start that the most important person in this transaction was always the client. Lorraine was looking out for her during the sale of her home as well as the purchase of her condominium making sure everyone was doing their very best and to close escrow on time. This was truly an amazing experience working with such a professional. Thank you Lorraine!

Mike Monteleone
Real Estate Broker , RE/MAX Olson

Shout out to Peter Stephan- our illustrious Tax Resolution Go To Person. Peter, at SST Tax Resolution helps clients reduce their mind boggling, excessive tax assessments to a small fraction of what the taxing agencies originally wanted. About six months ago, Peter had a client who needed his expertise. Peter realized that the former accountant for the business overlooked the fact that significant tax credits( Research and Development Expenses –“R&D”)-in the hundreds of thousands of dollars- were available and were not used to reduce prior years’ tax liabilities. Peter asked Marcum to assist him in researching the “R&D” expenditures, from the accounting records, and analyze and determine the exact amounts available for use. We were able to commence work within a few days (there was a 10 day Statute of Limitations deadline) of his call. This resulted in insignificant tax recoveries, as well as the availability of credits to be used against future tax liabilities. Marcum and I thank Peter for the opportunity to work with him on this case

Martin Josephson
Accountant , Marcum LLP

Thank you, Marty and Marcum, for helping me handle the research & development study and calculation for research credits for what has turned into one of my largest clients. As you might expect, there was a time issue involved in that the statute of limitations for amending prior year’s tax returns was going to expire in 10 days. Marty, and the team at Marcum, got a complex job done in record time enabling my client to utilize over $500,000 in research & development credits that would otherwise have been lost.

Peter Stephan
Accountant , Tax Resolution Institute