2025 Forensic Valuation Regional Conference

Frank McGuire has more than 25 years of experience in the quantification of economic damages and offering of related expert witness testimony in all manner of disputes, forensic accounting and fraud investigations, financial statement auditing, and tax consulting.

Frank has substantial experience in commercial damages matters, conducting complex financial analyses and preparing expert reports for a variety of disputes, including lost profits, lost earnings of persons, business valuation disputes, breach of non-compete/non-solicitation agreements, misappropriation of trade secrets, securities litigation, patent infringement, abusive tax shelters, government contractor disputes, alter ego analyses, and business interruption insurance claims. He has been qualified and testified as an economic expert witness in federal and state court as well as in arbitration proceedings.

Frank has also conducted numerous forensic accounting and fraud investigations in a variety of matters, including financial statement fraud, asset misappropriation, corruption, white-collar civil/criminal defense, campaign finance compliance, FINRA disciplinary proceedings, and SEC enforcement actions.

Prior to joining Stout, Frank was a Managing Director at The Claro Group. Prior to that, he was a Director in the Disputes & Investigations practice at Duff & Phelps, LLC, and he spent 13 years as a member of the Dispute Analysis & Investigations, Audit & Assurance, and Tax practices at PricewaterhouseCoopers LLP. In addition, Frank is a frequent speaker, both locally and nationally, on subjects including commercial damages, lost earnings of persons, fraud and forensic accounting, and business valuation.

As the co-founder and managing member of Vallit Advisors, Mark W. Norris provides diverse litigation support services to the legal community including business valuations, expert testimony, economic loss calculations, and consulting on fraud detection and prevention. He has developed significant valuation experience in the healthcare industry and provides valuation-related consulting to management teams of regional medical centers. Mr. Norris is a Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), Accredited in Business Valuation (ABV), Master Analyst in Financial Forensics (MAFF) and an Accredited Senior Appraiser (ASA) by the American Society of Appraisers.

In September of 2021, Mark was recognized by the Maryland-DC State Chapter Board of NACVA for his outstanding contribution to NACVA and the business valuation profession.

Alan Zipp is a Certified Public Accountant, Attorney at Law, Certified Valuation Analyst, Certified Business Appraiser, AICPA Accredited in Business Valuation, Certified Fraud Examiner, author, lecturer, and discussion leader for the American Institute of CPAs. Since 1970 he has provided specialized tax and financial planning advice to individuals and small businesses. He has a Master of Science degree in Taxation and has completed graduate work in Management Information Systems at the Wharton School.

In addition to tax matters, he has developed a specialty in the area of divorce tax and financial planning and related litigation support services. In 1980 he wrote his first book, Divorce: Tax Facts and in 1985 his second, Handbook of Tax and Financial Planning for Divorce and Separation, published by Prentice-Hall, Inc. He was awarded first place in the American Bar Association's Family Law Section essay contest for his article,

"Divorce Valuation of Business Interests: A Capitalization of Earnings Approach," Family Law Quarterly, Vol. XXIII, No. 1, 1989. He wrote chapter 18 of the John Wiley & Sons' Handbook of Financial Planning for Divorce and Separation on the topic of business valuations for divorce purposes. He wrote the AICPA self-study course Business Valuation Methods, for CPA training in this fascinating field. He authored Divorce: Tax and Financial Planning: A Short Course for the College for Financial Planning. He wrote Divorce: Valuation, Tax, and Financial Strategies, published by Research Institute of America as part of its tax advisor's planning series. He wrote the Small Business Valuation Case Study course for the AICPA's Advanced Business Valuation education program. He wrote Analyzing the Value of Your Client's Business: A Short Course for the College for Financial Planning.

Alan Zipp has written numerous articles and papers on topics ranging from tax matters, litigation support issues, business valuation, and legal issues. For more than 20 years he was an AICPA instructor for various courses including the annual AICPA Corporate and Individual Income Tax Workshops. He regularly presents lectures and seminars before professional organizations including local CPA and Bar associations, national organization conferences, State CPA Societies, and AICPA conferences and seminars. He served on the AICPA steering committee on Divorce where he was involved in the planning of the annual conferences on the CPAs Role in Divorce Tax and Financial Planning.

In the course of his practice, Alan Zipp has been called on to provide expert witness testimony at divorce trials on a wide range of tax and financially related issues including pension and business valuations. He was Chairman of the Montgomery County, Maryland Bar Association's Taxation Section and was elected Treasurer of that Bar Association.