The Accountant as the Expert Witness - Connecticut Society of CPAs

Overview

As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation, tax liability, and forensics. Learn how accountants become expert witnesses, the role they play during pre-litigation through to trial, and the techniques experts employ to avoid challenges from opposing counsel.

Objectives

Understand how to become qualified as an expert witness

Learn skills that experts use during deposition and trial to support their conclusions

Understand the litigation process and the role accountants play in moving a case forward through to trial

Highlights

Becoming qualified as an expert witness

Best practices for testifying at trial

Understanding the different roles accountants can play in litigation

Working with attorneys to prepare and present a case at trial

The role of experts in commercial versus personal injury litigation

Confidentiality orders

Compensation for expert witnesses

Preparing for and attending depositions

Daubert challenges to experts

Expert reports

The role of experts in antitrust, securities litigation, and professional liability cases

Credibility as a witness

Designed For

Accountants seeking to understand the litigation process and accountants who already serve as expert witnesses or wish to do so

Prerequisites

Experience with individual and business clients

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Jeffrey Lieman, Lieman Associates, LLC

Leader Bios

Jeffrey Lieman, Lieman Associates, LLC

Mr. Lieman currently heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland. He provides consulting services, contractual assistance services, and training to CPAs, their firms, and their clients. He is recognized nationally as a lecturer for various accounting, auditing, and technology topics and has been quoted in various trade journals. Since 2016, he has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Mr. Lieman’s previous experience included serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration, and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland where he developed training materials for staff and instructors. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.

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