Litigation & Consulting Bios
Partners (CPA)
CHESLEY H. ERICKSON, CPA
Education
University of Utah, Salt Lake City, Utah. B.S. Accounting, 1974
Professional Affiliations
Member, American Institute of Certified Public Accountants
Member, Utah Association of Certified Public Accountants
Firm Membership, Private Companies Practice Section, AICPA
Licensed Certified Public Accountant, State of Utah
Professional Experience
1977 To Present, Partner in the accounting firm
Huber, Erickson & Bowman
Responsible for all accounting and audit functions of the firm
Substantial client involvement in personal, partnership and corporation taxation matters
Responsible for administration and auditing of retirement plans
Business and personal financial planning
1974 to 1977, Staff Accountant
Touche Ross & Co., international accounting firm
Audit staff member
Tax department member
Duties included audit fieldwork and report writing
Preparation of personal, partnership and corporation income tax returns.
Articles and Presentations
February 2005—Western Pension Conference—Financial Professionals working with Certified Public Accountants
Various—Utah Bar Association Paralegal group—Reading and Understanding Financial Statements
Various—University of Utah Graduate School of Architecture—The Business of Architecture and the team approach to financial services
April 2003—Mountain West United Ways Associations—Opportunities for Effectiveness
Various—AXA Advisors, LLC—Enhancing Your Practice using CPA’s
Chesley H. Erickson, CPA Expert Witness Trial Testimony
MATTER |
YEAR |
COURT |
|
| Don Munk, DBA Scenic Quick Stop v. Mayflower Transit, Inc. | 1997 |
Utah District Court | Trial Testimony |
| Kearl v. Wamsley | 1998 |
Utah District Court | Trial Testimony |
| State of Utah v. Lewis | 1998 |
Utah District Court | Trial Testimony |
| Vanderbloom v. Oldroyd | 1998 |
Utah District Court | Trial Testimony |
| Bountiful Emergency Physicians Group, Inc. v. Lakeview, Columbia HCA | 1998 |
Utah District Court | Trial Testimony |
| Teletech Telecommunications, Inc. v. Sharlene H Moore | 1999 |
California Superior Court | Deposition and Trial Testimony |
| Wilshire Plaza Development Co. v. Las Vegas Associates | 2000 |
Nevada District Court | Deposition and Trial Testimony |
| Lantec, Inc., et.al. v. Novell, Inc. | 2001 |
Federal Court | Expert Report Testimony |
| Verley V. South Ogden Medical Center | 2004 |
Utah District Court | Trial Testimony |
| Hardy v. Bayer Corporation | 2005 |
Utah District Court | Expert Report Review |
| Kearl, Adams and Wiggins v.Rausser | 2005 |
Federal Court | Expert Witness Report |
F. Charles "Chuck" Huber, CPA, Partner, Registered Representative
Education
B.S., Accounting, San Jose State College, CA
Professional Experience
Chuck is a Partner with 36 years of Business and Tax Consulting for a wide range of clients. Chuck has significant experience in real estate matters including 1031 Exchanges and is also experienced in legal support matters including appearances as an expert witness in court cases.
Professional Affiliations
Member, American Institute of CPA’s
Member, Utah Association of CPA’s;
Former Board Member of The UACPA
Former President of Salt Lake City Downtown Chapter of CPA’s
Member, Tax Division, AICPA
Licensed Certified Public Accountant, State of Utah
Originally Licensed in the State of California
Member, Utah Association of CPAs (UACPA)
David B. Lewis, CPA, Partner, Registered Representative
Education
B.S., Accounting, MAcc, Brigham Young University, 1992
Professional Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Utah Association of Certified Public Accountants (UACPA)
Member, Nevada Association of Certified Public Accountants
Professional Experience
2002 to Present, Partner with Huber, Erickson & Bowman, LLC
1992 to 2001 Manager with Grant Thornton LLP
Dave is a Partner of HEB, CPAs. He has over 13 years experience and is actively involved in providing audit, tax valuation, and consulting services to real estate & construction, manufacturing & distribution, and professional services companies throughout the western United States.
Dave also provides estate planning, as well as financial planning services to small business owners and principals.
John D. Boekweg, CPA, Audit and Assurance Manager
Education
MBA, Utah State University
B.S., Accounting, Brigham Young University
Professional Experience
Experience includes over eleven years of providing audit and assurance services to the following industries:
- Governmental and not-for-profit entities
- Common interest realty associations
- Franchisors
- Mortgage companies (loan correspondents)
- Nursing homes
- Construction contractors
- Manufacturers
- Farmers and ranchers
- Employee benefit plans
John is responsible for the management, coordination, and quality control of all audit and assurance services within the firm and has extensive experience in consulting with organizations throughout the western United States in the areas of accounting system review and implementation, forensic accounting and auditing, new accounting standards implementation, and operational auditing.
Professional Affiliations
Member, American Institute of CPAs
Member, Utah Association of CPAs
Member, Nevada Society of CPAs
Licensed CPA in the states of Utah, Idaho, Nevada, and Oregon