BERNARD W. BUNNING Curriculum Vitae
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1 BERNARD W. BUNNING Curriculum Vitae Bernard W. Bunning is Senior Partner and manager of operations for a multi state CPA firm, including the wealth management advisory group and the tax and litigation group. Mr. Bunning is responsible for managing corporate finance engagements, including mergers and acquisitions, company divestitures, and debt and equity financing. Bernard also advises clients on the planning considerations and tax implication of investments and financial products. He has more than 30 years of experience in business appraisal, strategic planning, mergers and acquisitions, litigation support and planning for high net worth individuals. Mr. Bunning has successfully defended his, conclusions as an expert in his areas of expertise with state taxation agencies, the Internal Revenue Service, and Federal and State Courts. Mr. Bunning's bankruptcy and insolvency experience includes a strong understanding of the bankruptcy codes, over twenty years working with clients on insolvency and bankruptcy issues, and appointed numerous times to represent tax and accounting issues by the Federal Bankruptcy Court in both the Sacramento and the Rocky Mountain jurisdictions. Mr. Bunning has prepared and supervised the preparation of valuation studies and financial analyses of private companies, including partnerships, corporations and sole proprietorships. He has prepared lost profit analyses, financial forecasts, cash flow analyses, analyses of the tracing of assets, cost and damage calculations, management and business reviews, and analyses and other services requiring his investigative mentality. He has been involved in successful negotiations for the sale of numerous businesses including situations and transactions with banks under the threat of liquidation and foreclosure. These studies and analyses have been for a broad variety of purposes, including acquisition searches, mergers, reorganizations, dissenting shareholder actions, estate and gift income taxes, minority shareholder issues, estate planning, sales, recapitalizations, the analysis of financial and working capital needs, private placements, financing, liquidations, corporate planning, breaches of contracts, and other litigation matters. Education BBA (Accounting), May, 1978 Bradford University BS (Law), January, 1998 British American University, School of Law CFP Professional Education Program, July, 1991
2 College of Financial Planning Master of Science in Taxation, September, 1994 Washington School of Law Master of Business Administration, January, 1998 British American University School of Business & Law Juris Doctor, May, 2000 University of Northern California, Patino School of Law Master of Laws in Taxation, June, 2000 Washington School of Law Masters of Laws in International Finance and Taxation (LL.M Candidate) Thomas Jefferson School of Law Professional Credentials and Licensing Accounting and Tax Certified Public Accountant State of California, Certificate No State of Iowa, Certificate No State of North Dakota, Certificate No. 2464R State of Oklahoma, Certificate No R State of Oregon, Certificate No State of Wyoming, Certificate No State of Colorado, Certificate No Enrolled Agent, License No Department of Treasury, Internal Revenue Service Accredited Business Accountant, Certificate No Accredited Tax Advisor, Certificate No Accreditation Council for Accountancy and Taxation Chartered Global Management Accountant, American Institute of Certified Public Accountants (AICPA) Valuation, Litigation and M&A Arbitrator, National Association of Securities Dealers, Arbitrator No. A30596 (Inactive) NASD Regulation Board Diplomat and Fellow, American Board of Forensic Accounting, Certificate No American College of Forensic Examiners Certified Valuation Analyst, 1993 National Association of Valuation Analysts Accredited in Business Valuation, Certificate No American Institute of Certified Public Accountants Forensic Certified Public Accountant, Certificate No Forensic CPA Society Certified Merger & Acquisition Advisor, Certificate No Alliance of Merger & Acquisition Advisors Certified in Financial Forensics American Institute of Certified Public Accountants (AICPA) Securities and Financial Planning Certified Financial Planner, License No International Board of Standards and Practices for Certified Financial Planners Personal Financial Specialist, Certificate No American Institute of Certified Public Accountants Certified Funds Specialist, Certificate No Institute of Business and Finance Certified Risk Professional, Certificate No Bank Administration Institute (BAI) Master Financial Professional, (MFP)
3 Chartered Wealth Manager, (CWM) Chartered Trust and Estate Planner, (CTEP) Master Financial Manager, (MFM) Professional Credentials and Licensing Securities and Financial Planning (Cont.) Chartered Financial Consultant (CHFC), The American College - Bryn Mawr. Pennsylvania. Six out of eight exams have been completed for certification Chartered Life Underwriter (CLU), The American College - Bryn Mawr. Pennsylvania. Six out of eight exams have been completed for certification Registered Financial Consultant, International Association of Registered Financial Consultants BBRS, LLP CPA Firm Licensing Accounting and Tax State of California, Firm No. 6818, Permit to Practice as a Firm State of Iowa, Permit No , Permit to Practice as a Firm State of Nevada, Firm No. PART-0732, Permit to Practice a a Firm State of North Dakota, Permit to Practice as a Firm State of Oregon, Firm No. 1411, Permit to Practice as a Firm State of Wyoming, Firm ID 591, Permit to Practice as a Firm Professional Affiliations American College of Forensic Examiners American Institute of Certified Public Accountants California Society of Certified Public Accountants California Society of Enrolled Agents Forensic CPA Society Institute of Certified Financial Planners Iowa Society of Certified Public Accountants National Association of Enrolled Agents National Association of Public Accountants National Association of Valuation Analysts North Dakota Society of Certified Public Accountants Oklahoma Society of Certified Public Accountants Oregon Society of Certified Public Accountants Fellow and Advisor on the Board of Standards for Trial Testimony and Depositions State of Wyoming, Natrona County P.C. Transport v. State Farm Insurance - Trial Trial Testimony and Depositions (Cont.) State of California, Sacramento County Carmichael Ace Hardware, Inc. v. Arthur Freedman - Deposition, Pre-Trial Settlement Donald Langley v. Toyautomart, Duane Cooney, Andre Tenthorey - Trial, Deposition Eggman v. Welco Builders and Restoration - Deposition, Binding Arbitration Felty v. Delta Pathology Associates Pre-Trial Settlement Finch v. Finch, Trial Folsom Recreation Corp. v. City of Folsom - Deposition, Pre-Trial Settlement Gomez v. Sacramento Port of Entry - Deposition, Pre-Trial Settlement Hill v. Hill Mediation - Trial J. Smith Miller v. Larry Costello & The Folsom Brew Company Mediation, Pre-Trial Settlement Las Vegas Automotive Invest., Inc. v. Brusa/Lynch Enterprises, Inc. - Deposition
4 Perkins v. Perkins Deposition & Pre-Trial Settlement Tam Santucci, d.b.a. Anmyca v. Ann Nickels - Deposition, Binding Arbitration Zamiri v. State Farm Mutual Insurance - Deposition, Trial Booth v. Finch, Pre-Trial Settlement Jill Sorbera v. Thomas Sorbera, Pre-Trial Settlement State of California, Alameda County, May 2003 Haria & Gogri Corp. v. LAL C. Jagetia Deposition, Trial Case # State of California, San Joaquin County Sambado v. Sambado Mediation w/ Chief Justice King, Pre-Trial Settlement Re: Estate of Linda Tosta Case #: PR74387 State of Nevada, Lyon County Williams v. Williams - Pre-Trial Settlement State of Nevada, Clark County Selig v. Selig Trial NASD Arbitration Wong v. E-Trade Arbitration Smith v. Wade Binding Arbitration Chapter 11 Bankruptcy Cases Bon Appetite, Inc. TICO Construction, Inc. El Dorado Hills Apartments River Implement, Inc. Moorehead Oil Company, Inc. Del's Barber & Beauty Supply, Inc. Chances R Trucking, Inc. Ultra Soft, Inc. Sanders - c/o US Bankruptcy Trustee Tam Santucci, d.b.a. Anmyca Electronics Thomas Allison, d.b.a. Thomas Allison Construction Joe Loomis, d.b.a. Delta Cabinet Company * Note: Individual Chapter 7 & 13 cases not listed Valuation and Mediation Cases Mr. Bunning has performed hundreds of valuations, dispute resolutions and mediation engagements in his 25 years of practice. The following are two of Mr. Bunning s most current mediation cases closely related to this engagement: Donahue, Lambert & Wood, LLP, Attorneys at Law Informal mediation concerning dissenting partners financial disputes Hackard & Holt, Attorneys at Law Informal mediation for buyout of partners interest Boards, Honors & Awards Fellow and Advisor Board of Standards Top 25 Tax Preparation Firms Sacramento Business Journal Best of Citrus Heights Accounting Firms Sacramento Business Journal 2011 & 2012 Best of Tax and Bookkeeping Folsom Telegraph 2012Bernard W. Bunning, JD, LL.M., CRP, CPA Curriculum Vitae
5 Experience & Expertise Bernard W. Bunning is Global Managing Partner for BBRS, LLP a multidisciplined and multi-state CPA firm which dates back to BBRS, LLP was also recognized as a top 8 CPA firm in the country by Goldline Research as profiled in FORBES magazine in December Mr. Bunning is responsible for managing corporate finance engagements, including mergers and acquisitions, company divestitures, business architectural and wealth advisory group, and the tax litigation group. Bernard as a Business Architect also creates and advises clients on business structures, models, implementation, and planning considerations by creating individualized tailored strategies. He has more than 35 years of experience in business appraisal, strategic planning, mergers and acquisitions, litigation support and planning for high net worth individuals. Mr. Bunning has successfully defended his, conclusions as an expert in his areas of expertise with state taxation agencies, the Internal Revenue Service, and Federal and State Courts. Mr. Bunning has achieved the following degrees, certifications, and designations: Certified Public Accountant (CPA) for the state of: o California o Iowa o North Dakota o Oklahoma o Oregon o Wyoming o Colorado MS in Taxation, MBA, Jurist Doctorate and an Master of Law in Taxation, IRS Enrolled Agent authorized by the US Department of Treasury Corporate Finance as a Master Financial Manager (MFM) Chartered Global Management Accountant Certified Valuation Analyst (CVA) Certified Financial Planner (CFP) AICPA Certified Personal Financial Specialist Forensic Certified Public Accountant (FCPA) Certified Accredited in Business Valuation
6 AICPA Certified Financial Forensics Certified Risk Professional in Mergers and Acquisitions Diplomat with the American Board of Forensic Accounting Fellow with the American College of Forensic Examiners Fellow and advisor on the Board of Standards for the American Academy of Financial Management s Mr. Bunning was previously a Financial Industry Regulatory Authority (FINRA) registered representative as well as an Investment Banker. He is currently pursuing an advanced law degree in International Tax & Financial Services through the Walter H. & Dorothy B. Diamond Graduate Program at Thomas Jefferson School of Law.
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