Jonathan assists outside counsel, in-house counsel and corporations involved in tax controversies, class actions and commercial litigation disputes. Jonathan provides expert and forensic accounting support to help clients develop litigation strategies, quantify damages and prepare expert testimony. He is particularly adept at performing financial statement analysis and dissecting historical financial statements to address the needs of the litigation team. Jonathan’s combination of accounting and database analysis skills allows him to prepare unique financial analyses not previously available to clients. Jonathan is a Certified Public Accountant (CPA) and has presented his findings to opposing counsel, mediators, Internal Revenue Service (IRS) agents, and Department of Labor (DOL) investigators.
Jonathan’s tax controversy experience includes disputes over proposed transfer pricing adjustments and refund claims. Examples of his expert analyses include: preparation of product line and geographic profitability statements, quantification and accounting for intercompany transactions, calculation of discounted cash flows, preparation of product and customer life studies. He assists taxpayers at the audit, appeals, stipulation, expert report, and trial stages.
Jonathan has participated in several high-profile tax controversy matters, including:
Jonathan also works extensively with clients involved in class action disputes. His experience with some of the world’s largest and most diverse data warehouses helps him create analytical repositories of disparate data to assist clients quantify potential exposure, address class certification issues, and resolve discovery disputes. Jonathan focuses on a wide range of class action matters, including wage and hour and consumer class action disputes. His experience includes working with, among other sources, transactional data, financial and accounting systems, time and attendance systems, computer and phone logs, facility tracking systems, and customer billing data.