John T. Purcelli

John T. Purcelli

John Purcelli is a Bates Expert located in Arizona, where he provides expert consulting in the income tax area. Prior to joining Bates Group, John was an expert consultant with LECG and Bates Private Capital Incorporated, a firm that provided litigation consulting, financial analysis, market trend research, and expert witness testimony for securities and other financial-related matters.

He has over twenty-five years of experience in tax consulting and preparation of tax returns. He has experience in many areas of taxes and has worked with individuals, corporations, S corporations, partnerships, LLCs, trusts, and estates.

John has experience consulting and providing expert witness testimony on issues regarding employee stock options, distributions and rollovers from IRAs, taxation of annuities, complex tax calculations including the alternative minimum tax, and estate and gift taxes. He has assisted in the computation and analysis of complex damage calculations including the review of underlying transactions and the applicable tax and economic ramifications of those transactions.

Mr. Purcelli has experience consulting and providing expert witness testimony on issues regarding employee stock options, distributions and rollovers from IRAs, taxation of annuities, complex tax calculations including the alternative minimum tax, and estate and gift taxes. He has assisted in the computation and analysis of complex damage calculations including the review of underlying transactions and the applicable tax and economic ramifications of those transactions.


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John T. Purcelli

A Consultant and subject matter expert in these services:

Credentials

EXPERIENCE

KAKB, PLLC, Carefree, Arizona, Tax Consultant, 2003-Present

LECG, Expert Affiliate, 2005-2011

Bates Private Capital Incorporated, Expert Affiliate, 2003-2005; Independent Consultant, 1996-2002

AMR, Incorporated, Portland, Oregon, Director and Principal, 1994-1995

Arthur Andersen LLP, Portland, Oregon, 1987–1994, Head of Tax Division, 1987-1992; Houston, Texas, Tax Partner, 1982-1987; Chicago, Illinois, 1970-1982; Tax Manager, 1975-1982

EDUCATION

Loyola Law School, JD, 1974

Loyola University of Chicago, BA, Accounting, 1970

Certified Public Accountant, 1970