Family Law Conference Oct. 27 Westin Los Angeles Airport Oct. 28 Park Central Hotel San Francisco & Webcast
calcpa.org/FLC #CalCPAFamLaw
Conference Overview Overview Join us this fall at the 2016 Family Law Conference in Los Angeles, San Francisco and Webcast. This is the must-attend conference for CPAs, attorneys, judges and other professionals to deepen their knowledge of training issues related to family law, including community property, income available for support, forensic accounting related to dissolution, and best practices to protect your client in court. You will also identify recent case law and litigation impacting your practice, and recognize which top issues will likely affect your clients.
Designed for CPAs, attorneys, judges, other professionals and staff who require current knowledge of family law cases and issues.
Credit Information CPE 8 hours MCLE 6.5 hours MCLE LS-FL 6.5 hours
REGISTER TODAY!
calcpa.org/FLC (800)922-5272
Agenda At-AGlance 8:30
Welcome
8:35
Family Law Update
9:55
BREAK
10:10
Practical Aspects of Lawyers and CPAs Working Together
11:20
Income for Support with Unusual Compensation
12:30
Lunch
1:30
Top Issues with Support Programs
2:45
BREAK
3:00
Tracing Issues—What You Won’t Find in Case Law
3:50
Unraveling Offshore and Onshore Structures to Secure “Hidden” Assets
4:40
Adjourn
Family Law Conference Oct. 27 Westin Los Angeles Airport, 5400 W Century Blvd., Los Angeles
Oct. 28 Park Central Hotel, 50 3rd St., San Francisco & Webcast
Planning Committee Darlene L. Elmore, CPA, ABV, CFF
Donald Glenn, CPA, ABV, CVA, CFF, CFE
Darlene L. Elmore
Glenn & Burak LLP
Conference Co-chair Kristen L. Gillespie, CPA, ABV, CFF Gursey | Schneider LLP Conference Co-chair Brandon Blevans, Esq. Blevans & Blevans, LLP Charles A. Burak, CPA, ABV, CVA, CFF, CFE Glenn & Burak LLP Leslie O. Dawson, CPA Dawson CPA Firm Thomas P. Dunlap, Esq. Kiley Dunlap LLP Marie Ebersbacher, CPA, ABV, CFF, CFE CBIZ MHM, LLC Denise M. Frey, CPA, ABV, CFF, CVA Israel Frey Group, LLP Larry A. Ginsberg, Esq. Harris Ginsberg LLP
Terry M. Hargrave, CPA, ABV, CFF, CFE Hargrave & Hargrave, AAC Tracy Farryl Katz, CPA, Esq., CFF Gursey | Schneider LLP Donald J. Miod, CPA, ABV, CVA, CBA, FCPA, CFF, CFS, CGMA, MAFF, MFP Miod and Company, LLP Lorna A. Mouton Riff, CPA, CFF CBIZ MHM, LLC Eileen Preville Law Offices of Eileen Preville Mike Radakovich, CPA, ABV, CFF, CVA Radakovich, Shaw & Blythe, LLP Jeremy Salvador Miod and Company, LLP
Session details 8:30
Welcome Darlene L. Elmore, CPA, ABV, CFF Conference Co-Chair Darlene L. Elmore
11:20
Family Law Update • SB1255 (Anti-Davis Bill) • Recent Cases
BREAK
10:10
Practical Aspects of Lawyers and CPAs Working Together • CPA expert witness or consulting expert? • Will the CPA pass the Daubert challenge on voir dire? • Privileged communication with an expert • Discovery–What documents are needed and why • Educating the lawyer with deposition questions and strategizing the order of deponents • Preparing the CPA expert witness to testify at deposition and trial
Marie Ebersbacher, CPA, ABV, CFF, CFE CBIZ MHM, LLC Daniel J. Jaffe, J.D., CFLS, AAML, IAFL, ACFTL Jaffe & Clemens
Donald J. Miod, CPA, ABV, CVA, CBA, FCPA, CFF, CFS, CGMA, MAFF, MFP Miod and Company LLP PANEL
Natalie J. Murvin, CPA Gursey | Schneider LLP Cari M. Pines, CFLS Law Office of Cari M. Pines Honorable B. Scott Silverman Los Angeles Superior Court
Tracy Farryl Katz, CPA Gursey | Schneider LLP
Garrett C. Dailey, Esq., CFLS, AAML Attorney’s Briefcase, Inc 9:55
MODERATOR
• Partnership interests • Hedge fund interests • Passive and active interests in real estate • Stock options • Management of investment portfolios • Transition loans • Losses which shelter income
Kristen L. Gillespie, CPA, ABV, CFF Conference Co-Chair Gursey | Schneider LLP 8:35
Income for Support with Unusual Compensation
Larry A. Ginsberg, Esq. Harris Ginsberg LLP
(Los Angeles)
Honorable Thomas Trent Lewis Los Angeles Superior Court of California 12:30 1:30
Honorable Edward F. Mills, CFLS Commissioner (retired) (San Francisco & webcast)
LUNCH
2:45
BREAK
Top Issues with Support Programs
3:00
Tracing Issues–What You Won’t Find in Case Law
• Phantom income • Alternative Minimum Tax • Net operating loss carryovers • Businesses with tax credits • Getting the tax calculation correct • Getting the cash flow correct • View from the bench • Making it understandable to the court • “New” versus “classic” versions of software • Other software options • Out of the box solutions in difficult situations
• Challenging tracing issues • Missing links in the tracing chain • Erroneous assumptions
Brandon R. Blevans, Esq. Blevans & Blevans, LLP Charles A. Burak, CPA, ABV, CVA, CFE, CFF Glenn & Burak, LLP Commissioner Marjorie Slabach Private Judging
3:50
Unraveling Offshore and Onshore Structures to Secure “Hidden” Assets • Typical Onshore and Offshore Structures • Fiduciary Duty to Spouse • Strategies to Gain Information and Collect Assets • Tracing of Funds
Bruce M. Givner, Esq. Givner & Kaye
Westin Los Angeles Airport | 5400 W Century Blvd. | Los Angeles westinlosangelesairport.com
Donald A. Glenn, CPA, ABV, CFE, CVA, CFF Glenn & Burak, LLP 4:40
ADJOURN
View Full Agenda:
calcpa.org/FLC
Thank you to our Lunch Sponsor:
Park Central Hotel | 50 3rd St. | San Francisco parkcentralsf.com
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Oct. 28 Park Central Hotel San Francisco & Webcast
Oct. 27 Westin Los Angeles Airport
FAMILY LAW CONFERENCE
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