Taxes

• Estate Taxes
• Tax Services
  Robinson et al. v. Jackson Hewitt Inc. and Tax Services of America retained Professor McCrary to analyze allegations that franchise no-poaching agreements restricted mobility and suppressed compensation.

Investment

• Investment Management
  Cornerstone Research draws on expertise in corporate governance, corporate regulation, investment management, econometrics, and survey analysis to assist counsel for clients facing regulatory investigations or litigation involving Environmental, Social, and Governance (ESG) issues.
• Mutual Funds
  In her expert testimony, Professor Starks has addressed a variety of allegations. These issues have included retirement plan fees, institutional investing, mutual fund management and fees, employee stock options, spin-offs, investment prudence, board prudence, ESG-related issues including corporate governance, securities lending, and information effects on financial markets.
• Bonds

Accounting

• Accounting Services
  Andy Richmond has over thirty years of litigation consulting and expert witness experience. He has testified on the topics of forensic accounting, fraud and concealment schemes, valuation, loss causation, and economic damages in a wide variety of commercial disputes. Mr. Richmond has also led independent forensic accounting investigations for boards, special committees, company management, and Monitoring Trustees of the U.S. Department of Justice.

Planning

• Retirement Planning
  Our experience includes a variety of securities and ERISA litigation related to bankrupt companies and distressed securities. We have addressed the oversight role provided by pension plan trustees and the roles of other parties involved in pension plan advice and administration.
• Annuities
  Cornerstone Research has worked on cases involving nearly every type of insurance product, including life, health, property and casualty, mortgage, fixed and variable annuities, and reinsurance.
• Long Term Care
  Analyzing issues related to asset liability management (ALM) and asset adequacy analysis (AAA) for long-term liabilities such as those associated with long-term care (LTC)
• Asset Management
  Professor Starks currently serves on the Academic Advisory Board of FTSE-Russell, the Academic Network Advisory Committee for Principles for Responsible Investment (PRI), the Academic Advisory Board for AIF Global, the Academic Advisory Council for the Pacific Center for Asset Management, and the Advisory Board of Texas Wall Street Women.
• Living Trusts