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Speaker
Joseph Walloch
CPA
OF COUNSEL
LEVEL ADVISORS
PROFESSIONAL EXPERIENCE * President/CEO - Walloch Corp, Redlands and San Diego, California * Certified Public Accountant - 52 years * Formerly employed by the Internal Revenue Service EDUCATION - DEGREES - GRADUATION WITH HONORS * Master of Business Taxation - University of Southern California - January 1978 * Master of Business Administration - California State University Fullerton 1968 * Bachelor of Science, Major in Accountancy - Cal Poly University Pomona 1966 SPECIAL EXPERT WITNESS ASSIGNMENT - CONGRESS OF THE UNITED STATES * Expert Witness before the United States Congress including Congressmen Rahm Emanuel and Paul Ryan on the Alternative Minimum Tax - Official AICPA Expert in 2007. SPECIAL RECOGNITION - CPA MAGAZINE * Named one of "50 Top Tax Professionals in America" - CPA Magazine SPECIAL TEACHING ASSIGNMENT - PEOPLE'S REPUBLIC OF CHINA * Visiting Professor - Xiamen University, People's Republic of China - "U.S. Taxation," "The USA CPA Perspective" and "Managing a CPA Practice" - May, 1999 EXPERT WITNESS AND LITIGATION SUPPORT * Expert Witness - Largest Tax Preparation Firm in USA with O'Melveny & Myers * Expert Witness - JAMS (Judicial Arbitration and Mediation Services), AAA (American Arbitration Association), and FINRA (Financial Industry Regulatory Authority) including representing major national investment firms, Oppenheimer and UBS * Expert Witness Criminal & Civil Taxation and Accounting including Business Contracts, Contractor Accounting, Corporate Tax, C Corporations, S Corporations, PSC Corporations, Estate Taxes, Excise Taxes, Governmental Accounting, Individual Tax, Alternative Minimum Tax, Net Operating Losses, Partnership Accounting & Tax, Property Tax, Tax Aspects of Divorce, Taxation of Agricultural Cooperatives, Tax Shelters, Tax Aspects of Personal Injury, Wrongful Termination Damages, Fiduciary Tax & Accounting, California Tax, CPA Practice Sales, CPA ethics & professional responsibilities, fraud, embezzlement & misappropriation of funds on nearly 100 expert witness cases. * Qualified as an Expert Witness in Los Angeles, Orange, Napa, Riverside, San Bernardino and San Diego County Courts, California and in Federal Courts throughout the United States Service as a Court Referee and as an Estate Executor.