Michael A. Gillen, CPA, CFE, CFF, has more than 30 years of experience in many facets of federal, state and local income taxation, with particular emphasis on income tax compliance and planning for individuals and businesses. He also devotes his practice to litigation consulting services, including criminal and civil tax controversies, damage measurement, fraud and embezzlement detection, forensic and investigative accounting, legal claims and class action settlement administration, marital disputes, and professional malpractice. He assists numerous lawyers and law firms representing clients in regulatory and transactional matters and throughout various stages of litigation.
Former president of the Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA), he was also the first president to serve two consecutive terms during the mandated single term structure which dates back to 1940. The PICPA is a 9,000-member chapter of one of the oldest and largest state CPA societies in the country. Mr. Gillen is a Certified Public Accountant, Certified Fraud Examiner and Certified in Financial Forensics. He is a member of the PICPA, the American Institute of Certified Public Accountants (AICPA), the National Association of Certified Fraud Examiners, and the Philadelphia Chapter of Certified Fraud Examiners. Mr. Gillen is former co-chair and current member of the PICPA Greater Philadelphia Chapter Committee on Cooperation with the Bar, former chair of the PICPA Committee on Forensic and Litigation Services Conference Sub-Committee, the PICPA Committee on Forensic and Litigation Services, the PICPA Speakers Bureau, the PICPA Committee on Local Taxation and Legislation, former Chair and current member of the Greater Philadelphia Chapter Nominations and Past Presidents Committees, former trustee of the Educational Foundation for Women in Accounting and former member of the Mayor's Citizen Advisory Committee for the Township of Washington, New Jersey.
In 2019, he was the recipient of the PICPA Champion CPA Award, an award presented to a member of the Greater Philadelphia Chapter of the PICPA who exemplifies the highest qualities of leadership through demonstrated participation, contributions and commitment to the Institute, CPA profession, and community including outstanding community service, extraordinary technical expertise, implementation of innovative projects and initiatives, consistent leadership and participation and meaningful mentoring activities.
Mr. Gillen is a published author and speaker regarding tax and litigation consulting topics and has been featured or quoted in Forbes Magazine, Huffington Post, The Philadelphia Inquirer, Philadelphia Daily News, Philadelphia Business Journal and The Legal Intelligencer as well as many other publications. He has appeared on and contributed to television and radio programs, including NBC 10 and WWDB Radio and "Mary Talks Money" with Mary Caraccioli on ABC's LiveWellHD network, and was a recurring guest on "Comcast Newsmakers" on CNN Headline News and "Money Matters Today" on CN8, the Comcast Network. He graduated from LaSalle University with a Bachelor of Science degree in Accounting.
Mr. Gillen can be reached at email@example.com or at 215.979.1605.
Grant Rawdin is an attorney, an accountant and a Certified Financial Planner. He has been named one of the "Best Financial Advisors in America" in Worth Magazine.
Mr. Rawdin's professional background includes a legal and accounting concentration in tax, business, estate planning, investment analysis and legal claims and class action settlement administration. He serves as advisor to many businesses, attorneys and law firms, providing strategic and ongoing business advice. Mr. Rawdin is a member of several boards of directors.
Mr. Rawdin has been a featured speaker at many professional and civic organizations on a variety of topics. He has served as president and board member with the Philadelphia chapters of the International Association For Financial Planning and the Institute of Certified Financial Planners. He has written extensively, and his advice has been regularly featured in USA Today, Financial Planning Magazine, Philadelphia Inquirer, Philadelphia Business Journal, Legal Intelligencer, and many other national and local publications. He has made several television and radio appearances.
Mr. Rawdin is a member of the Pennsylvania and New Jersey Bars and the American Bar Association. His biography appears in Marquis' Who's Who in the World, Who's Who in the USA, and Who's Who in American Law.
Mr. Rawdin can be reached at 215.979.1602.
Joshua Ronen, a leader in economic analysis, has more than 30 years of experience in economics, finance, accounting and research. He is Professor of Accounting at the Stern School of Business, New York University. He is also a licensed Certified Public Accountant in Israel and practiced public accounting for seven years. He has served as an expert witness in a variety of litigation cases, as consultant to law firms on numerous class action securities litigation cases, and business and patent infringements, and as consultant to accounting firms and to a number of corporations. He also served as a consulting reviewer to Prentice-Hall, the National Science Foundation and the American Institute of Certified Public Accountants.
Dr. Ronen has published numerous books, monographs and articles in journals such as The Accounting Review, Journal of Public Economics, Journal of Accounting Research, Journal of Finance, The Journal of Banking and Finance, The Journal of Business, Management Science, and Organizational Behavior and Human Performance. His current research includes the information content of accounting announcements, income smoothing, transfer pricing under uncertainty, incentives for information disclosure, anomalies in capital markets, rational expectation models, incentive contracting, and market microstructure.
Dr. Ronen served as associate director of research for the AICPA Accounting Objective Study Group. He served or is serving on the boards of numerous journals, including The Accounting Review, The Journal of Accounting Research, Accounting, Organizations and Society, Review of Quantitative Finance and Accounting, Journal of Accounting and Public Policy, The British Accounting Review, The Journal of International Financial Analysis, as well as a special editor of Management Science. He also served as Editor-In-Chief of the Journal of Accounting, Auditing, and Finance. He is a member of many professional societies, including the American Economic Association, the American Finance Association, the American Accounting Association, the European Finance Association, and the European Accounting Association.
He earned a bachelors degree in accounting and economics from the Hebrew University and his Ph.D. (1969) in Business Administration from Stanford University.
Dr. Ronen can be reached at firstname.lastname@example.org or at 212.998.4144.
Stanley V. Todd has 25 years of experience in many facets of consulting including federal, state and local income taxation, damage measurement, forensic and investigative accounting, fraud and embezzlement detection, criminal and civil tax controversies, legal claims and class action matters, and taxation.
Prior to joining Wescott Analytics LLC, he was a manager with a national "Big 5" accounting and consulting firm. In addition, he worked for the Internal Revenue Service for 14 years in a variety of capacities including Staff Assistant to the Chief Examination Division and Manager of a Technical Group in Quality Review Staff.
Mr. Todd is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. He graduated from Michigan State University with a bachelor of science degree in accounting and LaSalle University with a master of business administration.
Mr. Todd can be reached at email@example.com or 215.979.1637.
Mary Beth Lee devotes her practice to litigation consulting services, including damage measurement, fraud and embezzlement detection, forensic and investigative accounting, criminal and civil controversies, legal claims and class action matters, and taxation. She assists numerous attorneys and law firms in a variety of litigation matters.
Ms. Lee is a Certified Public Accountant, Certified Fraud Examiner and a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants and the Association of Certified Fraud Examiners. She graduated from LaSalle University with a bachelor of science degree in accounting.
Ms. Lee can be reached at firstname.lastname@example.org or at 215.979.1644.
Mr. Lee primarily devotes his practice to damage assessment, measurement, evaluation, research and related analysis in connection with securities fraud and other complex litigation.
His professional background includes over a decade of experience in the financial services industry, with particular emphasis on securities valuation, securities research and analysis, investment management policies and procedures, compliance investigations, and portfolio management in global equity markets. He provides an assortment of consulting services to many lawyers and law firms representing clients in regulatory and transactional matters and throughout various stages of litigation. Most recently, Mr. Lee's experience includes serving as a consultant regarding damage analysis, loss assessment, and exposure analysis in connection with matters including, but not limited to, Enron, Worldcom, and IPO Laddering.
Representative engagements include Damages Resulting from Securities Act Violations (Sections 11, 12); Damages Resulting from Exchange Act Violations (Rule 10b-5); Economic Damages (Lost Profits and Business Interruption); Earn-Out Disputes; Breach of Fiduciary Duty; Suitability Analysis and Studies; Intellectual Property Disputes; and Shareholder Disputes.
Mr. Lee is a Chartered Financial Analyst (CFA), a member of the CFA Institute and a member of the CFA Society of Philadelphia. He graduated from LaSalle University with a Bachelor of Science degree in Business Administration with a dual major in Finance and Management, and he obtained a Master of Business Administration in Finance from the NYU Stern School of Business.
He also speaks before various professional groups regarding a diverse array of litigation consulting and damage measurement topics.
Mr. Lee can be reached at Lee@wescottanalytics.com or at 215-979-1650.