Business Valuation, Financial & Tax Issues in Divorce (2020)
Expires: January 1, 2022
Welcome to the Program
Program Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, Mazars USA, LLP, Chicago
A View from the Bench
Hon. Grace Dickler, Presiding Circuit Judge, Domestic Relations Division Circuit Court of Cook County, Chicago
Case Law Update Involving Financial Issues
Hon. Rodney W. Equi (Ret.), Kollias & Giese, P.C., Wheaton
Hon. John W. Demling (Ret.), Mirabella, Kincaid, Frederick & Mirabella, LLC, Wheaton
Using the Mutually-agreed or Court-appointed Financial Expert
(0.75 Professional Responsibility Credit)
Given the recent law change, how do we go about implementing the statute and getting an expert appointed? Understand the pros and cons of the new law and get practitioner’s tips on how to use it most successfully. Get a judge’s perspective on best practices.
Hon. Linda E. Davenport, Circuit Court of DuPage County, Wheaton
James M. Quigley, Beermann LLP, Bannockburn & Chicago
Jordan D. Rosenberg, Beermann LLP, Bannockburn & Chicago
What is the INCOME Approach v. what is the MARKET Approach to Valuation?
From a layman’s standpoint, learn what an attorney needs to know about the different approaches to valuation. Get information that is important to be aware of when dealing with smaller companies.
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, Mazars USA, LLP, Chicago
Michael F. Koenigsberger, Dussias Wittenberg Koenigsberger LLP, Chicago
Bankruptcy & Divorce – Be Prepared!
Understand the financial consequences on a divorce when one party files for bankruptcy. Is filing a joint bankruptcy in both parties’ (and the attorneys’) best interest? Appreciate the difference between Chapter 7, 13 & 11 including what can be discharged. When does the filing of a bankruptcy stay a divorce proceeding and how can that stay be lifted?
Carlton R. Marcyan, CPA, CFP, Schiller DuCanto & Fleck, LLP, Lake Forest
Monica C. O’Brien, Gregory K. Stern, P.C., Chicago
Mock Direct Examination of a Business Valuation Expert with a Mock Business Valuation Report
(0.75 Professional Responsibility Credit)
Learn how to get the most out of your valuation expert on direct examination.
Kelly A. Collins, Collins Family Law, LLC, Lake Forest
Valerie I. Steiner, Clark & Steiner, Ltd., Lake Forest
Jen Bao, Mazars USA, LLP, Chicago
Beyond Disgorgement: Protecting and Collecting Attorneys’ Fees – Doing it Right & Ethically
(0.75 Professional Responsibility Credit)
Understand best practices for collecting attorneys’ fees by reviewing statutory provisions and relevant case law. Appreciate ethical constraints on billing and collection. Learn how to ethically protect yourself by using effective engagement letters, proper billing techniques and more.
Janet E. Boyle, Boyle Feinberg Sharma, PC, Chicago
Joshua T. Friedman, Davis Friedman LLP, Chicago
Maintenance Calculations Using Complex Tax Returns
(0.75 Professional Responsibility Credit)
Learn about often encountered traps and opportunities regarding maintenance when dealing with the non-W-2 employee. Understand common situations where the maintenance guidelines should not or do not apply and how to argue for a deviation. Get insight into the importance of financial affidavits as well as how best to address lifestyle issues when preparing affidavits.
Gunnar J. Gitlin, Gitlin Law Firm, Woodstock
Annual Judges’ Panel
Moderator: Mario R. Ventrelli, Ventrelli & Simon LLC, Northfield
Hon. Jennifer Ascher, Circuit Court of Sangamon County, Springfield
Hon. Elizabeth D. Hoskins Dow, Circuit Court of Will County, Joliet
Hon. Maritza Martinez, Circuit Court of Cook County, Chicago
Hon. Jeanne M. Reynolds, Circuit Court of Cook County, Skokie
Adjourn
BONUS E-LEARN SESSION (access it through your online IICLE® account at your convenience after the program!)
The Top Ten Stupidest Things People Do to Try to Hide Money in a Divorce
Learn how to find the money that your client’s soon-to-be-ex-spouse is trying to hide and understand how the hidden money can affect the income approach in a business valuation as well as support calculations.
Jeffrey W. Brend, CPA/ABV, CFE, Levin & Brend PC, Chicago
Expires: January 1, 2022
Welcome to the Program
Program Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, Mazars USA, LLP, Chicago
A View from the Bench
Hon. Grace Dickler, Presiding Circuit Judge, Domestic Relations Division Circuit Court of Cook County, Chicago
Case Law Update Involving Financial Issues
Hon. Rodney W. Equi (Ret.), Kollias & Giese, P.C., Wheaton
Hon. John W. Demling (Ret.), Mirabella, Kincaid, Frederick & Mirabella, LLC, Wheaton
Using the Mutually-agreed or Court-appointed Financial Expert
(0.75 Professional Responsibility Credit)
Given the recent law change, how do we go about implementing the statute and getting an expert appointed? Understand the pros and cons of the new law and get practitioner’s tips on how to use it most successfully. Get a judge’s perspective on best practices.
Hon. Linda E. Davenport, Circuit Court of DuPage County, Wheaton
James M. Quigley, Beermann LLP, Bannockburn & Chicago
Jordan D. Rosenberg, Beermann LLP, Bannockburn & Chicago
What is the INCOME Approach v. what is the MARKET Approach to Valuation?
From a layman’s standpoint, learn what an attorney needs to know about the different approaches to valuation. Get information that is important to be aware of when dealing with smaller companies.
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, Mazars USA, LLP, Chicago
Michael F. Koenigsberger, Dussias Wittenberg Koenigsberger LLP, Chicago
Bankruptcy & Divorce – Be Prepared!
Understand the financial consequences on a divorce when one party files for bankruptcy. Is filing a joint bankruptcy in both parties’ (and the attorneys’) best interest? Appreciate the difference between Chapter 7, 13 & 11 including what can be discharged. When does the filing of a bankruptcy stay a divorce proceeding and how can that stay be lifted?
Carlton R. Marcyan, CPA, CFP, Schiller DuCanto & Fleck, LLP, Lake Forest
Monica C. O’Brien, Gregory K. Stern, P.C., Chicago
Mock Direct Examination of a Business Valuation Expert with a Mock Business Valuation Report
(0.75 Professional Responsibility Credit)
Learn how to get the most out of your valuation expert on direct examination.
Kelly A. Collins, Collins Family Law, LLC, Lake Forest
Valerie I. Steiner, Clark & Steiner, Ltd., Lake Forest
Jen Bao, Mazars USA, LLP, Chicago
Beyond Disgorgement: Protecting and Collecting Attorneys’ Fees – Doing it Right & Ethically
(0.75 Professional Responsibility Credit)
Understand best practices for collecting attorneys’ fees by reviewing statutory provisions and relevant case law. Appreciate ethical constraints on billing and collection. Learn how to ethically protect yourself by using effective engagement letters, proper billing techniques and more.
Janet E. Boyle, Boyle Feinberg Sharma, PC, Chicago
Joshua T. Friedman, Davis Friedman LLP, Chicago
Maintenance Calculations Using Complex Tax Returns
(0.75 Professional Responsibility Credit)
Learn about often encountered traps and opportunities regarding maintenance when dealing with the non-W-2 employee. Understand common situations where the maintenance guidelines should not or do not apply and how to argue for a deviation. Get insight into the importance of financial affidavits as well as how best to address lifestyle issues when preparing affidavits.
Gunnar J. Gitlin, Gitlin Law Firm, Woodstock
Annual Judges’ Panel
Moderator: Mario R. Ventrelli, Ventrelli & Simon LLC, Northfield
Hon. Jennifer Ascher, Circuit Court of Sangamon County, Springfield
Hon. Elizabeth D. Hoskins Dow, Circuit Court of Will County, Joliet
Hon. Maritza Martinez, Circuit Court of Cook County, Chicago
Hon. Jeanne M. Reynolds, Circuit Court of Cook County, Skokie
Adjourn
BONUS E-LEARN SESSION (access it through your online IICLE® account at your convenience after the program!)
The Top Ten Stupidest Things People Do to Try to Hide Money in a Divorce
Learn how to find the money that your client’s soon-to-be-ex-spouse is trying to hide and understand how the hidden money can affect the income approach in a business valuation as well as support calculations.
Jeffrey W. Brend, CPA/ABV, CFE, Levin & Brend PC, Chicago
| Program Date | 1/20/2020 |
| Program Date | 1/20/2020 |