Depth & Range

Matters & Experience

Twenty-plus years of non-lending engagements across litigation, tax, and advisory. The categories below reflect the types of assignments we regularly handle — all matters are held in strict professional confidence.

20+
Years Experience
2
Professional Designations
6
Practice Areas
100%
Non-Lending Practice
01

Property Tax Appeals

Assessment Appeal & Decline-in-Value Work
Property TypeSingle-family residence, condominium, high-value coastal and hillside estate
IssueAssessed value exceeds market value; post-decline Prop. 8 claim; lien date retroactive review
RoleRetained by property owner
ScopeSales comparison and income analyses; Assessment Appeals Board presentation
Property TypeOffice building, retail center, industrial property
IssueIncome property over-assessed; income approach required
RoleRetained by property owner or tax counsel
ScopeIncome capitalization analysis; Assessment Appeals Board hearing support
Property TypeEntitled and unentitled land; development parcels
IssueAssessment based on speculative projections rather than market evidence
RoleRetained by property owner
ScopeHighest and best use analysis; sales comparison; appeals board documentation
02

Expert Witness & Litigation

Court Testimony & Litigation Support
Property TypeHigh-value residential, income-producing commercial building, entitled development site
IssueMarital dissolution; valuation date dispute; date-of-separation vs. trial date
RoleRetained by counsel
ScopeRetrospective and current appraisals; expert report; deposition and trial testimony
Property TypeCommercial, multifamily, mixed-use portfolio
IssuePartnership or LLC dissolution; contested asset valuation
RoleRetained by counsel
ScopePortfolio and single-asset appraisals; income and sales approaches
Property TypeResidential, commercial, industrial
IssueDiminution in value; before-and-after damages; inverse condemnation
RoleRetained by counsel; state and federal courts
ScopeDamage quantification; before-and-after analysis; expert testimony
Property TypeResidential estate, trust-held income property, multi-parcel probate portfolio
IssueContested trust or probate proceeding; disputed valuation date; retrospective value reconstruction
RoleRetained by estate counsel
ScopeRetrospective appraisal to specific lien or death date; expert report and testimony
Property TypeCommercial, residential, industrial — any property type subject to opposing expert challenge
IssueOpposing expert report review; flawed comparable selection, highest and best use error, or unsupported income approach
RoleRetained by counsel; appraisal review under USPAP SR 3
ScopeCompleteness, accuracy, and adequacy review; rebuttal report; motion to exclude support
Property TypeResidential, commercial, co-owned and distressed assets
IssueBankruptcy proceeding; creditor or trustee valuation requirement
RoleRetained by trustee, creditor, or debtor's counsel
ScopeCurrent and retrospective valuations; partial interest analysis; court-compliant format
03

Estate, Gift & Tax

IRS-Compliant Valuations for Tax Purposes
Property TypeResidential, commercial, agricultural, multi-property estate
IssueDate-of-death valuation for estate tax filing (IRC §2031)
RoleRetained by estate counsel or CPA
ScopeQualified Appraisal; retrospective analysis; Form 706 compliant
Property TypeReal property interests; fractional and partial interests
IssueGift tax valuation (IRC §2512); partial interest transfer
RoleRetained by counsel or CPA
ScopeQualified Appraisal; discount analysis; Form 709 compliant
Property TypeAgricultural, coastal, historic, open space property
IssueConservation easement donation (IRC §170); before-and-after value
RoleRetained by donor's counsel or land trust
ScopeBefore-and-after appraisal; Qualified Appraisal; Form 8283 compliant
04

Eminent Domain

Condemnation & Just Compensation
Property TypeCommercial, industrial, agricultural, residential
IssuePartial acquisition; severance damages; access and remainder impact
RoleRetained by property owner's counsel
ScopeBefore-and-after analysis; severance and cost-to-cure; Yellow Book compliant
Property TypeCommercial, industrial, residential, agricultural
IssueFull condemnation; just compensation dispute
RoleRetained by property owner's counsel or condemning agency
ScopeMarket value appraisal; negotiation support; trial documentation
Property TypeResidential, commercial, mixed-use
IssueRegulatory taking; inverse condemnation claim
RoleRetained by property owner's counsel
ScopeDiminution in value; before-and-after analysis; state law methodology

Confidential Inquiry

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All inquiries are handled in strict confidence. A brief consultation is usually sufficient to determine whether the matter is within our scope and to provide a preliminary fee estimate.

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