Dr. Barbara C. Luna

White, Zuckerman, Warsavsky, Luna & Hunt
15490 Ventura Blvd. Suite 300
Sherman Oaks, CA 91403
Web Site
Phone: (818) 981-4226
Fax: (818) 981-4278

Expert witness testimony in complex litigation involving business, real estate, personal injury, marital dissolution, liability issues, damage analysis of lost profits, unjust enrichment, reasonable royalties and lost earnings, valuations, and fraud investigation. Specialities include: accounting, breach of contract, business interruption, business dissolutions, construction cost overruns, delays and defects, economic analysis, fraud investigation including misstatements and misrepresentations, intellectual property including patent, copyright and trademark infringement and trade secrets, marital dissolution, personal injury, professional malpractice, real estate, securities, tax planning and preparation, tracing, unfair advertising, unfair competition, valuation of businesses and real estate, and wrongful termination. Experts are CPA's, PhD's, ASA's, CVA's, ABV's, CGREA's, CFF's, CFFA's and CFE's. Prior Big 4 accounting firm experience. Hundreds of times testifying as an expert witness.

Additional Office:

Orange County Office
4 Park Plaza, Suite 200
Irvine California 92614

Background

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: MS and PhD in Applied Mathematics from Harvard University, BA in Physics from Wellesley College, CPA, ASA, CVA, ABV, CGREA, CCREA, CREA, CFE, CFFA, CFF, CMC, Diplomate Board Certified Forensic Examiner and Accountant

Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: AICPA, California Society of CPA's, American Society of Appraisers, Association of Certified Valuation Analysts, Office of Real Estate Appraisers, National Association of Real Estate Appraisers, Appraisal Institute, Association of Certified Fraud Examiners, Institute of Management Consultants, American Boards of Forensic Examiners and Accountants, Association of Business Trial Lawyers, Los Angeles Intellectual Property Lawyers Association, National Association of Forensic Economists.

Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Taught Working Capital Management and Business Finance at UCLA Graduate School of Management, Taught Business Finance and Forensic Accounting at California State University at Northridge, Taught Accounting at Pepperdine's MBA Program

Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No

Q: On how many occasions have you been retained as an expert?
A: 3,300 times

Q: For what area(s) of expertise have you been retained as an expert?
A: Damages including lost profits, lost value of businesses and real estate, unjust enrichment, reasonable royalties, and lost earnings; fraud investigations, forensic accounting and standard of care in accounting matters. Juris Pro's areas of expertise for which I have been retained include: accounting, auditing, appraisals/valuation, business, construction, economics, employment, insurance, intellectual property, real estate and securities.

Q: In what percentage of your cases were you retained by the plaintiff?
A: 50%

Q: In what percentage of your cases were you retained by the defendant?
A: 50%

Q: On how many occasions have you had your deposition taken?
A: Approximately 500 times

Q: When was the last time you had your deposition taken?
A: This week

Q: On how many occasions have you been qualified by a court to give expert testimony?
A: Hundreds of times

Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: Approximately 400 times

Q: For how many years have you worked with the legal industry as an expert?
A: 33 years

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting and expert testimony on damages including lost profits, lost value of businesses and real estate, unjust enrichment, reasonable royalties, and lost earnings, fraud investigations, forensic accounting, and standard of care

Q: What is your hourly rate to consult with an attorney?
A: My personal hourly rate is $475. Our hourly rates for analysis and investigation range from $175 to $475 based on the experience level of our professionals.

Q: What is your hourly rate to review documents?
A: Our hourly rates range from $175 to $475 based on the experience level of our professionals.

Q: What is your hourly rate to provide deposition testimony?
A: $325 to $475 depending on the experience level of the professional.

Q: What is your hourly rate to provide testimony at trial?
A: $325 to $475 depending on the experience level of the professional.

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Travel expenses and copying are charged at out of pocket cost

References

John Amberg
Chris Dueringer
Rosario Vizzi
Richard Ochoa
Bryan Cave
120 Broadway, Suite 300
Santa Monica, CA 90401
(310) 576-2100

Peter Sheridan
Stephen Ma
Glaser, Weil, Fink, Jacobs, Howard & Shapiro
10250 Costellation Blvd, 19th Floor
Los Angeles, California 90067
(310) 553-3000