Todd is a Partner with FORVIS’ Forensics & Valuation Services division and leads its Southwest Region’s practice, providing business valuation, forensic accounting, investigation, bankruptcy and litigation support services, including serving as an expert witness. In addition to being a CPA, Todd has the following accreditations: ABV (Accredited in Business Valuation), ASA (Accredited Senior Appraiser), CFF (Certified in Financial Forensics), and CFE (Certified Fraud Examiner).
He has more than twenty-five years of experience providing client solutions in consulting, accounting, and tax matters. He has performed business valuations for a variety of purposes including gift and estate tax, business planning, succession planning, dispute resolution, government compliance and regulatory, and solvency purposes in bankruptcy.
Todd has also conducted investigations for many different purposes, including testing for misappropriation of assets, conflicts of interest, manipulation of financial statements, billing schemes, false claims, and use of corporate funds for potential abuse or wasteful spending.
Todd has been qualified as an expert witness involving forensic investigations, reconstruction of financial records, tracing of transactions, community property tracing and analysis in estate and probate litigation, financial analysis (including cost allocations), damages analysis and valuations in shareholder disputes, intellectual property disputes, breach of contract disputes, lost income calculations, and analysis for solvency and preference claims in bankruptcy.
Todd is a member of the American Institute of Certified Public Accountants (AICPA) where he has served on the Business Valuations Committee, and the Texas Society of Certified Public Accountants. He is also a member of the American Society of Appraisers and has served on the ASA’s International Board of Examiners and as President of the San Antonio Chapter. He has made numerous oral presentations on forensic analysis and valuation of businesses to various professional organizations.