Joseph William Walloch CPA


Professional Experience

  • President/CEO - Walloch Corp, Redlands and San Diego, California
  • Certified Public Accountant - 52 years
  • Formerly employed by the Internal Revenue Service
Education - Degrees - Graduation with Honors

  • Master of Business Taxation - University of Southern California - January 1978
  • Master of Business Administration - California State University Fullerton 1968
  • Bachelor of Science, Major in Accountancy - Cal Poly University Pomona 1966
Special Expert Witness Assignment - Congress of the United States

  • Expert Witness before the United States Congress including Congressmen Rahm Emanuel and Paul Ryan on the Alternative Minimum Tax - Official AICPA Expert in 2007.
Special Recognition - CPA Magazine

  • Named one of "50 Top Tax Professionals in America" - CPA Magazine
Special Teaching Assignment - People's Republic of China

  • Visiting Professor - Xiamen University, People's Republic of China - "U.S. Taxation,"
    "The USA CPA Perspective" and "Managing a CPA Practice" - May, 1999
Expert Witness and Litigation Support

  • Expert Witness - Largest Tax Preparation Firm in USA with O'Melveny & Myers
  • Expert Witness - JAMS (Judicial Arbitration and Mediation Services), AAA (American Arbitration Association), and FINRA (Financial Industry Regulatory Authority) including representing major national investment firms, Oppenheimer and UBS
  • Expert Witness Criminal & Civil Taxation and Accounting including Business Contracts, Contractor Accounting, Corporate Tax, C Corporations, S Corporations, PSC Corporations, Estate Taxes, Excise Taxes, Governmental Accounting, Individual Tax, Alternative Minimum Tax, Net Operating Losses, Partnership Accounting & Tax, Property Tax, Tax Aspects of Divorce, Taxation of Agricultural Cooperatives, Tax Shelters, Tax Aspects of Personal Injury, Wrongful Termination Damages, Fiduciary Tax & Accounting, California Tax, CPA Practice Sales, CPA ethics & professional responsibilities, fraud, embezzlement & misappropriation of funds on nearly 100 expert witness cases.
  • Qualified as an Expert Witness in Los Angeles, Orange, Napa, Riverside, San Bernardino and San Diego County Courts, California and in Federal Courts throughout the United States Service as a Court Referee and as an Estate Executor.