Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA - Economics, accounting, finance and insurance expert witness

Based inSan Antonio, Texas

Main fieldEconomics, accounting, finance and insurance

Areas of expertise26 listed

About Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA

Mr. Steven Bankler is an accountant whose expertise and services include complex business financial planning; business, bankruptcy, estate and divorce litigation; estate planning; and tax preparation. As a consultant and keynote speaker, he regularly shares his knowledge of these topics with large audiences at conferences and seminars across the country. Over the past 20 years, his professional opinions have appeared more than 60 times in a variety of major media.

Services

Mr. Steven Bankler performs consulting, planning, and tax and financial statement services for closely held businesses and the following: litigation support (both as testifying expert witness and consultant expert) in many areas of litigation (including business, bankruptcy, estate and divorce), sophisticated tax and business planning, business negotiations and estate planning.

Litigation Support Services

Steven Bankler provides litigation support and expert witness testimony for clients large or small who need an articulate and credible Certified Public Accountant and/or a Certified Forensic Accountant on their team.

Whether analyzing financial or tax information, preparing official reports concerning assets and liabilities, or accounting for a business’s operational integrity, Bankler is highly skilled at taking difficult and complicated concepts and breaking them down into easy-to-understand language that anyone can grasp.

Areas of Expertise

Accounting
Asset Protection
Bankruptcy
Business
Business Damages
Business Financial Planning
Business Interruption
Business Organization
Business Strategy

Divorce
Economic Damages
Economic Losses
Estates and Trusts
Exit Strategies
Financial
Financial Analysis
Financial Investigation
Fraud

Government
Investigation
Litigation
Lost Profits
Mergers & Acquisitions
Probate
Strategic Planning
Taxation

Additional Expertise:

IRS Audits

Profile

Steven Bankler has served since 1994 as an expert witness and litigation support specialist for legal proceedings involving a variety of accounting concerns at both state and federal levels. These proceedings have ranged widely, from the interests of individuals and small businesses to those of global conglomerates and federal government.

Steven Bankler is both a skilled Certified Forensic Accountant and Certified Public Accountant.

He has been centrally involved in high-profile legal proceedings that called for a forensic accountant, including the U. S. Senate’s Whitewater investigation and the U. S. Senate Banking Committee’s inquiry into Swiss banks’ involvement in holding Holocaust victims’ assetsthe latter of which Bankler performed pro bono.

In private practice since 1977, Steven Bankler has served the accounting needs of clients of all sizes and types, including litigation support both as an expert witness and in forensic accounting services; complex business financial planning; business, bankruptcy, estate and divorce litigation; estate planning; and tax preparation.

Bankler was the only investigative accountant employed by the United States Senate for the Whitewater investigation in 1996an historic committee investigation that required thousands of pages of documents and depositions. Since 1994, Bankler’s opinions have appeared among America’s top-rated news- and tax-reporting sources across print, broadcast and online media. In fact, his views have been mass produced and quoted on more than 60 occasions, demonstrating Bankler’s range and reputation as a Certified Public Accountant, Personal Financial Specialist and Certified Forensic Accountant.

Over the past 30 years, Steven Bankler has served as keynote speaker at numerous conferences and seminars on accounting and tax planning.