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Business Valuation, Financial & Tax Issues in Divorce 2019

The IICLE® 2019 Business Valuation, Financial & Tax Issues in Divorce program will help you better understand the tricky “money” issues that family lawyers encounter. This year’s program features a trifecta of sessions to help you better maximize the use of a valuation expert, including a demonstrative session about best practices in cross-examination. You’ll also learn basics about estate planning and its interplay with divorce and understand the latest changes to the maintenance statute. Our popular case law update and judges’ panel are also not to be missed.
  • Credits: 3.75 General, 1 Diversity/Inclusion PR, 0 MH/SA PR, 1.5 Other PR
  • Product ID: P9000-19U
  • Original Program Date: 1/21/2019
  • Formats:
    • Audio Download
    • e-learn
    • DVD

Description

Recorded: January 21, 2019 

Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, Mazars USA, LLP, Chicago

Welcome from the AAML and Gathering Records By Subpoena: Supreme Court Rule 204 and Local Rules and Forms Regarding Subpoenas
Thomas Kasper, Mohr Sullivan & Kasper P.C., Algonquin & President, AAML-Illinois Chapter

A View from the Bench
The Hon. Timothy J. McJoynt
, DuPage County Circuit Court, Wheaton

Case Law 2017-18:  A View from Above:  Case Law Update Involving Financial Issues
Michael G. DiDomenico, Lake Toback DiDomenico, Chicago
Gunnar J. Gitlin, The Gitlin Law Firm, Woodstock†‡  

FEATURED TRIFECTA: MAXIMIZING THE USE OF A VALUATION EXPERT

The Games People Play             
Understand the business valuation report prepared by a valuator skilled in divorce and how you can use various pieces of the expert’s report for aspects of your client’s case.  How can a business valuation expert help you develop the owner’s true economic income for support, find hidden assets and trace source of assets?
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, Mazars USA, LLP, Chicago
Michael S. Sabath, BergerSchatz, Chicago
Steven G. Wittenberg, Dussias Wittenberg Koenigsberger LLP, Chicago  

Preparing for and Conducting the Financial Expert’s Deposition
(0.75 Professional Responsibility Credit)
Depositions are a discovery device and can be an important part of fully preparing your case, not only for trial, but for settlement.  Through the use of videos of actual depositions as a learning tool, gain important tips about the art of taking a deposition in a divorce case.   You will also learn about the documents and testimony that are relevant during the deposition of the financial expert.
James M. Quigley, Beermann LLP, Chicago
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, Mazars USA, LLP, Chicago
Robert D. Segal, Davis|Friedman, Chicago

The Art of Cross-Examining the Valuation Expert
(0.75 Professional Responsibility Credit)
Preparing and presenting the cross examination of a financial expert is an art.  Learn this art from seasoned trial attorneys who will provide you with key tips to make your cross examination successful. You will also get feedback from a trial judge about how the bench views a successful cross examination and what judges are looking for when listening to a cross examination.
Hon. Maritza Martinez, Cook County Circuit Court, Chicago
Miles N. Beermann
, Beermann LLP, Chicago
Michael Kupka, CPA, ABV, CFF, CFE, CVA, Mazars USA, LLP, Chicago
Anita M. Ventrelli, Schiller DuCanto & Fleck LLP, Chicago 

2019: Repeal of the Alimony Deduction and Even More Maintenance Law Changes
In addition to a new maintenance formula in response to the repeal of the Alimony Deduction, Section 504 has been significantly revised. Learn what is now in the statute to help your clients, and make you a more effective advocate.                                         
Nancy Chausow ShaferChausow Shafer, PC, Highland Park

Top Ten Things that Estate Planning Attorneys Want Divorce Attorneys to Know – But They Often Don’t
Get advice from experienced estate planning attorneys about how to draft and interpret prenuptial agreements, marital settlement agreements, trusts and other planning documents that will best serve the estate planning interests of your clients.
Benjamin N. Feder, Strauss, Malk & Feder LLP, Chicago
Jeffrey A. Zaluda, Horwood Marcus & Berk, Chtd., Chicago

Proactive Steps That Law Firms Should Take To Prevent Sexual Harassment, Discrimination, and Retaliation Claims
(1.0  Diversity & Inclusion Professional Responsibility Credit)
Learn how to create a genuine culture of respect, provide adequate training at all levels, and adopt and maintain appropriate policies and reporting mechanisms.  Understand the need for genuinely independent investigation of allegations, appropriate remediation, the importance of diversity at all levels within law firms, and avoiding unconscious bias in hiring and promotions.
Erica R. McKinney, Epstein, Becker & Green, P.C., Chicago
Peter A. Steinmeyer, Epstein, Becker & Green, P.C., Chicago

Annual Judges’ Panel*
Moderator: David H. Levy, Berger Schatz, Chicago
Hon. René Cruz, Presiding Judge, Family Division, Kane County Circuit Court, St. Charles
Hon. Mark R. Facchini, McHenry County Circuit Court, Woodstock
Hon. Timothy J. McJoynt, DuPage County Circuit Court, Wheaton
Hon. Jeanne M. Reynolds, Cook County Circuit Court, Skokie

† = Fellow, American Academy of Matrimonial Lawyers, Illinois Chapter

‡ = Fellow, International Academy of Family Lawyers

 

*Special thanks to Katelyn A. Blanchard, Berger Schatz; Christin A. Handa, Horwood Marcus & Berk, Chtd.; and Jared B. Pinkus, Beerman LLP, who prepared the scenarios for the judicial panel.

Materials

Available only for members that have purchased this product.

  • Click Here to Download Audio Files
    Business Valuation, Financial & Tax Issues In Divorce 2019
  • Program Materials
    Business Valuation, Financial & Tax Issues In Divorce 2019
e-learn
SKU: P9000-19E
$399.00 or 6.25 credits

DVD
SKU: P9000-19D
$399.00

Audio Download
SKU: P9000-19A
$399.00 or 6.25 credits

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