Final 2017 curriculum vitae c. zachary meyers cpa cva - c. zachary meyers pllc

CZacharyMeyersCPACVA 429 views 10 slides Jan 29, 2017
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About This Presentation

Final 2017 curriculum vitae c. zachary meyers cpa cva - c. zachary meyers pllc


Slide Content

CURRICULUM VITAE
C.Z
ACHARY MEYERS, CPA, CVA
ACADEMIC AND PROFESSIONAL CREDENTIALS
Bachelor of Business Administration, Accounting, Marshall University, 2007
Certified Public Accountant (CPA), Certificate No. 5035, licensed 2012
Certified Valuation Analyst (CVA), Member No. 61011, licensed 2013
P
ROFESSIONAL AFFILIATIONS
Member - American Institute of Certified Public Accountants (AICPA)
Member - National Association of Certified Valuators and Analysts (NACVA)
NACVA Standards Board Member (2016 to Present)
Member - West Virginia Society of Certified Public Accountants (WVSCPA)
Q
UALIFICATIONS AND TESTIMONY
Mr. Meyers has been qualified as an expert in forensic accounting in Federal Court, State Court, and Family Law Court.
The attached listing details Mr. Meyers’ trial and deposition testimony as an expert witness.
P
ROFESSIONAL EXPERIENCE
Mr. Meyers is a licensed Certified Public Accountant and Certified Valuation Analyst. Mr. Meyers has provided litigation
support services in over 1,000 cases as a consulting or testifying expert. His experience includes authoring expert reports,
expert rebuttal reports, and critiques related to economic damages, punitive damages, business valuation, and matrimonial
litigation. Mr. Meyers has provided deposition and trial testimony to facilitate the triers of fact with an understanding of
his expert opinions, as well as assisted counsel in discovery matters including the preparation of document requests,
interrogatories, affidavits, and potential deposition and cross examination questions. Mr. Meyers has served as joint/court
appointed business valuation expert in matrimonial litigation and facilitated equitable settlements for business owner and
non-business owner parties to matrimonial litigation. Mr. Meyers was elected to the National Association of Certified
Valuators and Analysts (NACVA) Standards Board in 2016, whose purpose is to promulgate NACVA’s Standards,
providing interpretations, amendments, restatements, and new releases of Standards as deemed necessary and prudent.
Current practice areas serviced by Mr. Meyers include but are not limited to:
Bid Proposal
Breach of Contract
Breach of Fiduciary Duty
Business Interruption
Business Valuation
Child Support Analysis
Equitable Distribution
Forensic Accounting
Forensic Asset Tracing
Fraud Analysis
Lost Earnings
Lost Earnings Capacity
Lost Profits
Matrimonial Litigation
Mergers and Acquisitions
Mineral Lease Royalties
Personal Injury Damages
Professional Malpractice
Punitive Damage Capacity
Restitution Assessment
Securities Litigation
Spousal Support Analysis
Wrongful Death Damages
Wrongful Termination8 Meadowood Est. C. Zachary Meyers, CPA, CVA 5130 MacCorkle Ave SE
Scott Depot, West Virginia 25560 Email: czmeyer Charleston,  West Virginia 25304
304 -690 -2619 Direct Dial Linkedin: http://linkedin.com/in/c-zachary-meyers-cpa-cva-835a9110b Page 1 of 10

PROFESSIONAL EXPERIENCE (CONTINUED)
ECONOMIC VALUATION ASSOCIATES, PLLC
Managing Member - Litigation Support and Business Valuation 2016 - 2017
Member, Chief Operating Officer - Litigation Support and Business Valuation 2011 - 2016

Mr. Meyers joined Economic Valuation Associates, PLLC, in 2011. While at Economic Valuation Associates, PLLC, Mr.
Meyers was responsible for the preparation of expert reports and critiques of opposing expert reports related to the evaluation
of economic damages, punitive damages, and matrimonial litigation. Mr. Meyers also performed Business Valuations for
both litigation and non-litigation related purposes including marital estate valuations, actual merger & acquisition transactions,
estate and gift tax, acquisition bid proposals, and business interruption claims. Mr. Meyers assisted counsel in discovery
matters including the preparation of document requests, interrogatories, affidavits, and potential deposition and cross
examination questions. The specific areas serviced by Mr. Meyers while at Economic Valuation Associates, PLLC include:

 Breach of Contract Claims
 Breach of Fiduciary Duty Claims
 Business Valuation
 Business Interruption Claims
 Lost Profits Claims
 Forensic Accounting
 Forensic Asset Tracing
 Fraud Analysis
 Matrimonial Litigation
 Equitable Distribution

 Child Support Analysis
 Spousal Support Analysis
 Merger & Acquisition Consulting
 Bid Proposal Development
 Personal Injury Damage Analysis
 Professional Malpractice Claims
 Punitive Damage Capacity Analysis
 Securities Litigation
 Wrongful Death Damage Analysis
 Wrongful Termination Damage Analysis
H
AYFLICH & STEINBERG, CPA’S 2007 – 2011
Manager – Audit and Assurance 2007
– 2011

Mr. Meyers joined Hayflich & Steinberg, CPA’s, in 2007 as an auditor. While at Hayflich & Steinberg, CPA’s, Mr. Meyers
performed and managed audits, reviews, compilations and agreed upon procedure engagements; researched accounting and
auditing issues; provided documentation to support application of accounting standards, audited client financial statements to
ensure they were in conformity with generally accepted accounting principles and other comprehensive bases of accounting;
assisted clients in evaluating and implementing accounting information systems, assessed audit work papers to ensure
compliance with accounting and auditing standards; evaluated ta x-exempt tax returns and related work papers; evaluated
internal control and accounting information systems, and developed/performed audit procedures from standardized audit
programs. The specific areas serviced by Mr. Meyers while at Hayflich & Steinberg, CPA’s include:

 A-133 Compliance Audits of Federal Funding
 Audits of Colleges and Universities
 Audits of Not-for-Profits
 Audits of Private Companies
 Audits of Publicly Traded Companies
 Compilation Engagements
 Review Engagements
 Cost Certification Procedures

 Department of Labor Audits of Clients
 ERISA Compliance Audits of Retirement Plans
 Financial Statement Preparation
 Governmental Audits of State Agencies
 Income Tax Return Preparation for Individuals
 Income Tax Return Preparation for Businesses
 IRS Audits of Financial Statement Audit Clients
 Medicaid and Medicare Cost Report Preparation





Page 2 of 10

SEMINARS, COURSES, AND PROFESSIONAL TRAINING

 206 Federal and State Case Law Update, Consultants’ Training Institute, Co-Sponsored by the NACVA, and
the Institute of Business Appraisers, 2016
 Bankruptcy, Consultants’ Training Institute, Co-Sponsored by the NACVA, and the Institute of Business
Appraisers, 2016
 Computer Forensic Analysis, Consultants’ Training Institute, Co-Sponsored by the NACVA, and the Institute
of Business Appraisers, 2016
 Economic Damages Calculations, Consultants’ Training Institute, Co-Sponsored by the NACVA, and the
Institute of Business Appraisers, 2016
 Expert Depositions and Testimony, Consultants’ Training Institute, Co-Sponsored by the NACVA, and the
Institute of Business Appraisers, 2016
 Family Law, Consultants’ Training Institute, Co-Sponsored by the NACVA, and the Institute of Business
Appraisers, 2016
 Finding Resolution Through Concurrent Witnessing—Hot-Tubbing with the Judge and Experts from the
Annual Consultants’ Conference, Consultants’ Training Institute , Co-Sponsored by the NACVA, and the
Institute of Business Appraisers, 2016
 Impact of the IRS Job Aids, Consultants’ Training Institute, Co-Sponsored by the NACVA, and the Institute
of Business Appraisers, 2016
 Industry Standards Update, Consultants’ Training Institute, Co-Sponsored by the NACVA, and the Institute
of Business Appraisers, 2016
 Initial Considerations for a Financial Forensic Engagement, Consultants’ Training Institute, Co-Sponsored
by the NACVA, and the Institute of Business Appraisers, 2016
 Laws, Courts, and Dispute Resolution, Consultants’ Training Ins titute, Co-Sponsored by the NACVA, and
the Institute of Business Appraisers, 2016
 Personal Damages, Consultants’ Training Institute, Co-Sponsored by the NACVA, and the Institute of
Business Appraisers, 2016
 Professional Standards for the Financial Forensic Analyst, Consultants’ Training Institute, Co-Sponsored by
the NACVA, and the Institute of Business Appraisers, 2016
 The Three Valuation Approaches— Challenges and Issues, Consultants’ Training Institute, Co-Sponsored by
the NACVA, and the Institute of Business Appraisers, 2016
 Trending Matters in Business Valuation, Consultants’ Training Institute, Co-Sponsored by the NACVA, and
the Institute of Business Appraisers, 2016
 Valuation, Consultants’ Training Institute, Co-Sponsored by the NACVA, and the Institute of Business
Appraisers, 2016
Page 3 of 10

 
 
 

 2015 Employment Tax Update Global CPE, 2015
 A Tax Potpourri: Internal Revenue Code Section 280 Global CPE, 2015
 Accounting & Auditing Update 2015 Pt.1 Global CPE, 2015
 Accounting & Auditing Update 2015 Pt.2 Global CPE, 2015
 Accounting Changes & Error Corrections 2015 Global CPE, 2015
 Accounting for Income Taxes Global CPE, 2015
 AICPA Auditing Standards Board Update (Part 1) Global CPE, 2015
 AICPA Auditing Standards Board Update (Part 2) Global CPE, 2015
 AICPA Auditing Standards Board Update (Part 3) Global CPE, 2015
 AICPA Auditing Standards Board Update (Part 4) Global CPE, 2015
 Audit Risk (Part 1) Global CPE, 2015
 Audit Risk (Part 2) Global CPE, 2015
 Audit Risk (Part 3) Global CPE, 2015
 Business Combinations & Financial Reporting Global CPE, 2015
 Corporate Fraud Investigators 2013 Global CPE, 2015
 Ethics for the Industry Accountant Global CPE, 2015
 Ethics: Critical Thinking, Case Studies & Fraud Global CPE, 2015
 Federal Tax Update: Joint & Several Liability Global CPE, 2015
 Fraud (Part 1) Global CPE, 2015
 Fraud (Part 2) Global CPE, 2015
 Future Financial Trends Facing the Financial Executive (Part 1) Global CPE, 2015
 Future Financial Trends Facing the Financial Executive (Part 2) Global CPE, 2015
 Goodwill: New Private Company Standards 2014 Global CPE, 2015
 How Tax Professionals Can Interpret and Apply Business Valuations Global CPE, 2015
 Key Financial & Economic Issues Facing the Financial Executive (Part 1) Global CPE, 2015
 Key Financial & Economic Issues Facing the Financial Executive (Part 2) Global CPE, 2015
 Key Financial & Economic Issues Facing the Financial Executive (Part 3) Global CPE, 2015
 Kickoff Class
ic, WVCPA Live CPE, 2015
 Self-Employment Tax Reduction Strategies Global CPE, 2015
 SSARS 21- Statements on Standards for Accounting & Review Services Global CPE, 2015
 Who Commits Fraud Global CPE, 2015
 Affordable Care Act Taxes and Penalties, APlusCPE, a service of WebCE, 2014
 Personal and Professional Ethics for CPAs, APlusCPE, a service of WebCE, 2014
 Principles of Fraud Detection, APlusCPE, a service of WebCE, 2014
 Principles of Fraud Investigation, APlusCPE, a service of WebCE, 2014
 The Fundamentals of Annuities and Life Insurance Planning for the CPA, Advisors Certification Services,
Inc. 2014
 Business Valuations: Applications and Calculations of the Income and Asset Approaches, Consultants’
Training Institute, Business Valuation Certification & Training Center, Co-Sponsored by the NACVA, and
the Institute of Business Appraisers, 2013
 Business Valuations: Case Analysis—Completed Transaction and Guideline Public Comparable Methods,
Consultants’ Training Institute, Business Valuation Certification & Training Center, Co-Sponsored by the
NACVA, and the Institute of Business Appraisers, 2013
 Business Valuations: Fundamentals, Techniques & Theory, Consultants’ Training Institute, Business
Valuation Certification & Training Center, Co-Sponsored by the NACVA, and the Institute of Business
Appraisers, 2013 Page 4 of 10

 Case Studies in Business Valuation—Facts to Conclusion, Consultants’ Training Institute, Business
Valuation Certification & Training Center, Co-Sponsored by the NACVA, and the Institute of Business
Appraisers, 2013
 Special Purpose Valuations: Financial Reporting, Mergers & Acquisitions, and Litigation Consulting,
Consultants’ Training Institute, Business Valuation Certification & Training Center, Co-Sponsored by the
NACVA, and the Institute of Business Appraisers, 2013
 Accounting 101 for Attorneys, National Business Institute, 2012
 Learn How to be an SEC Expert using Checkpoint, Thomson Reuters, 2012
 Accounting for Intangibles (Fourth Edition), CCH Wolters Kluwer Business, 2011
 American Recovery and Reinvestment Act of 2009, CCH Wolters Kluwer Business, 2011
 Audit Sampling, CCH Wolters Kluwer Business, 2011
 Balance Sheet Classification (Third Edition), CCH Wolters Kluwer Business, 2011
 Compilation and Review: Financial Statements (Third Edition), CCH Wolters Kluwer Business, 2011
 Divorce and Taxes: Property Transfers During Marriage or Incident to Divorce, CCH Wolters Kluwer
Business, 2011
 Government Auditing Standards: The New Yellow Book, CCH Wolters Kluwer Business, 2011
 Identifying Variable Interests in a VIE and Determining the Primary Beneficiary: FASB ASC Topic 810,
CCH Wolters Kluwer Business, 2011
 Independence Rules that Affect Compilation and Review Engagements (Second Edition), CCH Wolters
Kluwer Business, 2011
 National Single Audit Sampling Project, CCH Wolters Kluwer Business, 2011
 The Risk Assessment Standards: A Comprehensive Review, CCH Wolters Kluwer Business, 2011
 Understanding GASB 34 (Second Edition), CCH Wolters Kluwer Business, 2011
 Valuation of Real Estate, CCH Wolters Kluwer Business, 2011
 Worker Classification: Employment Taxes Issues, CCH Wolters Kluwer Business, 2011
NOTICE: C. Zachary Meyers, CPA, CVA may not be named, disclosed, or referenced as an expert or as a potential expert in any jurisdiction,
court, arbitration, mediation, settlement conference, or litigation, unless a retainer has been paid and received prior to such disclosure being made,
submitted, or filed. Unauthorized expert disclosure of C. Zachary Meyers, CPA, CVA without written, verbal, or electronic consent and payment
of retainer amounts requested per agreement will not be tolerated. - C. Zachary Meyers, CPA, CVA, Managing Member, C. Zachary Meyers, PLLC© Page 5 of 10

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