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Business Valuation, Financial & Tax Issues in Divorce 2023

Business Valuation, Financial & Tax Issues in Divorce 2023: New and Future Issues – Understanding the Concepts of Business Valuations
Get practical updates about many different financial issues affecting matrimonial practitioners at this popular annual program!
Hear from our experienced faculty how and why it’s best to work with a business valuation expert from the very beginning of a case. Understand the differences between the income and market approaches to valuation. Learn how to use a valuation beyond just the value of the business and the differences in valuation opinions and reports.
In the afternoon see a professionally staged mock trial to learn how to effectively conduct a direct and a cross examination of a valuation expert. You won't want to miss our annual judges' panel where the judges will break down the verdicts on the mock direct and cross.

Registration includes post-event access to the online on-demand recording.
Credits: 6 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
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January 16, 2023
Live Webcast 

Program Moderator:  Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP 

Registration opens or Log in to the webcast via your account at www.iicle.com 

8:25 – 8:30 AM  Welcoming Announcements        

8:30 – 8:40 AM  A View from the Bench
Presiding Circuit Judge, Domestic Relations Division, Circuit Court of Cook County, Chicago
Hon. Regina A. Scannicchio 

8:40 – 9:25         Financial Caselaw Update 2022
Joshua T. Friedman, Davis Friedman LLP, Chicago
Gunnar J. Gitlin, The Gitlin Law Firm, Woodstock 

9:25 – 10:10       Overview of Valuations in Divorce 
James M. Quigley, Beermann LLP, Chicago
Jordan D. Rosenberg, Beermann LLP, Chicago
Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP 

10:10 – 10:25     Break

10:25 – 11:10     Business Valuation Opinions and Reports and their Usage in a Divorce Case
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP 
Carlton Marcyan,
Schiller, DuCanto & Fleck, Chicago

11:10 – 11:55     Overview & ABC’s of Valuation Approaches the Expert Should Consider in Valuing a Closely Held Business
Steven G. Wittenberg, Dussias Wittenberg Koenigsberger LLP, Chicago
Bruce Bezner, Corporate Valuation Advisors, Inc., Chicago

11:55 – 12:40     Use of the Business Valuation Beyond the Value of the Business
Gemma B. Allen, Allen, Glassman & Schatz, LLC, Chicago
Todd M. Glassman, Allen, Glassman & Schatz, LLC, Chicago

12:40 – 1:25       Lunch Break

1:25 – 1:40         Overview of the Case Study Facts and Sample Valuation

1:40 – 2:40         Direct Examination of the Business Valuation Expert 
Valerie I. Steiner, Clark & Steiner, Ltd., Lake Forest
Kelly A. Collins, Collins Family Law, LLC, Lake Forest
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP
Hon. Ari P. Fisz, 19th Judicial Circuit Court, Lake County, Family Division 

2:40 – 3:40         Cross Examination of the Business Valuation Expert 
Mario R. Ventrelli, Ventrelli Simon, LLC, Northfield
Steven H. Klein, Katz, Goldstein & Warren, Bannockburn
Bruce Bezner, Corporate Valuation Advisors, Inc., Chicago
Hon. Ari P. Fisz19th Judicial Circuit Court, Lake County, Family Division  

3:40 – 3:55          Break

3:55 – 4:55         Judges’ Panel and the Verdict
(1.0 PR, pending approval)
Moderators: Jennifer M. Cohen, Kalcheim Haber, LLC, Chicago
Judd Fineberg, Dussias Wittenberg Koenigsberger LLP, Chicago
Judges: Hon. Jennifer M. Ascher, 7th Judicial Circuit Court, Springfield
Hon. Richard D. Felice, Presiding Judge Domestic Relations Division, 18th Judicial Circuit Court, Wheaton
Hon. Jeffrey L. Hirsch22nd Judicial Circuit Court, Woodstock
Hon. Andrea M. Webber, Domestic Relations Division, Circuit Court of Cook County, Chicago
Other Judges to be announced 

4:55                      Adjourn

Live Webcast
Live Webcast on 1/16/2023
SKU: P9000-23L
$400.00
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Online On-Demand
Now available for pre-order. Product will be added to your account shortly following the live webcast on 1/16
SKU: P9000-23R
$400.00 or 7.00 credits
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January 16, 2023
Live Webcast 

Program Moderator:  Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP 

Registration opens or Log in to the webcast via your account at www.iicle.com 

8:25 – 8:30 AM  Welcoming Announcements        

8:30 – 8:40 AM  A View from the Bench
Presiding Circuit Judge, Domestic Relations Division, Circuit Court of Cook County, Chicago
Hon. Regina A. Scannicchio 

8:40 – 9:25         Financial Caselaw Update 2022
Joshua T. Friedman, Davis Friedman LLP, Chicago
Gunnar J. Gitlin, The Gitlin Law Firm, Woodstock 

9:25 – 10:10       Overview of Valuations in Divorce 
James M. Quigley, Beermann LLP, Chicago
Jordan D. Rosenberg, Beermann LLP, Chicago
Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP 

10:10 – 10:25     Break

10:25 – 11:10     Business Valuation Opinions and Reports and their Usage in a Divorce Case
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP 
Carlton Marcyan,
Schiller, DuCanto & Fleck, Chicago

11:10 – 11:55     Overview & ABC’s of Valuation Approaches the Expert Should Consider in Valuing a Closely Held Business
Steven G. Wittenberg, Dussias Wittenberg Koenigsberger LLP, Chicago
Bruce Bezner, Corporate Valuation Advisors, Inc., Chicago

11:55 – 12:40     Use of the Business Valuation Beyond the Value of the Business
Gemma B. Allen, Allen, Glassman & Schatz, LLC, Chicago
Todd M. Glassman, Allen, Glassman & Schatz, LLC, Chicago

12:40 – 1:25       Lunch Break

1:25 – 1:40         Overview of the Case Study Facts and Sample Valuation

1:40 – 2:40         Direct Examination of the Business Valuation Expert 
Valerie I. Steiner, Clark & Steiner, Ltd., Lake Forest
Kelly A. Collins, Collins Family Law, LLC, Lake Forest
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP
Hon. Ari P. Fisz, 19th Judicial Circuit Court, Lake County, Family Division 

2:40 – 3:40         Cross Examination of the Business Valuation Expert 
Mario R. Ventrelli, Ventrelli Simon, LLC, Northfield
Steven H. Klein, Katz, Goldstein & Warren, Bannockburn
Bruce Bezner, Corporate Valuation Advisors, Inc., Chicago
Hon. Ari P. Fisz19th Judicial Circuit Court, Lake County, Family Division  

3:40 – 3:55          Break

3:55 – 4:55         Judges’ Panel and the Verdict
(1.0 PR, pending approval)
Moderators: Jennifer M. Cohen, Kalcheim Haber, LLC, Chicago
Judd Fineberg, Dussias Wittenberg Koenigsberger LLP, Chicago
Judges: Hon. Jennifer M. Ascher, 7th Judicial Circuit Court, Springfield
Hon. Richard D. Felice, Presiding Judge Domestic Relations Division, 18th Judicial Circuit Court, Wheaton
Hon. Jeffrey L. Hirsch22nd Judicial Circuit Court, Woodstock
Hon. Andrea M. Webber, Domestic Relations Division, Circuit Court of Cook County, Chicago
Other Judges to be announced 

4:55                      Adjourn

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Program Date1/16/2023
Products specifications
Program Date1/16/2023
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