Family Law Conference Los Angeles Nov. 6, 2014
San Francisco & Webcast Nov. 7, 2014
CONFERENCE OVERVIEW
AGENDA {AT-A-GLANCE}
Overview: The statistics don’t lie: more than 50 percent of U.S. marriages end in divorce. The Family Law Conference addresses the wide range of accounting, financial, tax and policy issues related to separation and divorce. CPAs, attorneys, judges and other professionals attend this event to deepen their knowledge of the complex issues related to family law, including: California community property, small business and personal estate fraud, alimony and child support and best practices for arbitration and court presentations. Seasoned practitioners, who specialize in family law, will share their expertise. The Family Law Conference provides professionals with the most current, in-depth, industry specific training. 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 LS-FL: 6.5 Hours Level: Update
08:30
Welcome and Introductions
08:35
Case Law Update
09:55
Break
10:10
Tracing, Title, Transmutation: The Landscape has Changed
11:25
The Road Less Traveled: Tracing in Cases with Incomplete Documents
12:30
Lunch (sit-down lunch provided)
01:30
Same Sex Marriages: More Answers, Fewer Questions
02:20
Characterization Issues Arising in Business Transactions: Beyond the Sales Price (Part One)
03:05
Break
03:20
Characterization Issues Arising in Business Transactions: Beyond the Sales Price (Part Two)
04:40
Adjourn
FAMILY LAW CONFERENCE NOV. 6 RENAISSANCE LOS ANGELES AIRPORT NOV. 7 GRAND HYATT SAN FRANCISCO AND WEBCAST
Conference Planning Committee Charles Burak, CPA, ABV, CVA, CFF, CFE Conference Co-Chair Glenn & Burak, LLP Jeremy Salvador Conference Co-Chair Miod and Company, LLP Brian M. Boone, CPA, ABV, CFF, CVA, CFA Schultze Boone & Silva Bruce A. Clemens, Esq. Jaffe & Clemens M. Daniel Close, CPA, ABV, CFF, CVA EDR Leslie O. Dawson, CPA Dawson CPA Firm Marie Ebersbacher, CPA, ABV, CFF, CFE CBIZ MHM LLC Mayer Hoffman McCann P.C.
Darlene L. Elmore, CPA, ABV, CFF Darlene L. Elmore Denise M. Frey, CPA, ABV, CFF, CVA Eckhoff Accountancy Corporation Kristen L. Gillespie, CPA, ABV, CFF Gursey | Schneider LLP Donald Glenn, CPA, ABV, CVA, CFF, CFE Glenn & Burak LLP Terry M. Hargrave, CPA, ABV, CFF, CFE Hargrave & Hargrave AAC Tracy F. Katz, CPA, Esq., CFF Gursey | Schneider LLP Melanie Mandles, Esq. Wasser, Cooperman & Carter Donald J. Miod, CPA, ABV, CVA, CBA, FCPA, CFF, CFS, CGMA Miod and Company, LLP Lorna A. Mouton Riff, CPA, CFF Jaffe & Clemens
“[The Family Law Conference] is the gold standard for forensic accountants practicing in the area of family law, providing them with the most up-to-date information in our field.” - Tracy F. Katz, CPA, CFF, Esq.
Mike Radakovich, CPA, ABV, CFF, CVA Radakovich, Shaw & Blythe, LLP
08:30
Welcome and Introductions Charles Burak, CPA, ABV, CVA, CFF, CFE Conference Co-Chair Glenn & Burak, LLP
12:30
Lunch (sit-down lunch provided)
01:30
Same Sex Marriages: More Answers, Fewer Questions It’s been more than a year since the Supreme Court overturned the Defense of Marriage Act (DOMA). Get an insider’s view on the ruling’s state vs. federal consequences; its current implications for income and estate tax planning and residency issues; and the benefits of marriage vs. a registered domestic partnership.
Jeremy Salvador Conference Co-Chair Miod and Company, LLP 08:35
Case Law Update Start the day with the Family Law Conference’s annual case law update. This session is packed with the latest cases, decisions and rulings that could potentially impact your clients. Always well reviewed, this session is one you can’t miss.
Elizabeth R. Glasgow, Esq. Venable LLP David A. Paddock, CPA PaddockCPA
Garrett C. Dailey, Esq., CFLS, AAML Attorney’s Briefcase, Inc. 09:55
{Break}
10:10
Tracing, Title, Transmutation: The Landscape has Changed The decision In re Marriage of Valli significantly changed the way title is viewed. Hear key points in a vibrant discussion from speakers who represented the petitioner and appellant.
Robert W. Stanley, Esq. Jaffe & Clemens 02:20
Garrett C. Dailey, Esq., CFLS, AAML Attorney’s Briefcase, Inc.
Marla J. Aspinwall, Esq. Loeb & Loeb LLP
William S. Ryden, Esq., AAML Jaffe & Clemens
Donald Glenn, CPA, ABV, CVA, CFF, CFE Glenn & Burak, LLP
The Honorable Keith M. Clemens Commissioner (Ret.) 11:25
Belinda Hanson, Esq. Hanson Crawford Crum Family Law Group, LLP
The Road Less Traveled: Tracing in Cases with Incomplete Documents What are the best strategies for dealing with missing documents and why does that matter? Learn to present separate property claims without doing a detailed tracing and a recapitulation proving 03:05 separate property claims. Using oral testimony as evidence, indirect tracing and sufficiency of evidence 03:20 will all be addressed. Tracy F. Katz, Esq., CPA, CFF Gursey | Schneider LLP Melanie Mandles, Esq. Wasser, Cooperman & Carter Eileen Preville, Esq. Law Offices of Eileen Preville
Characterization Issues Arising in Business Transactions: Beyond the Sales Price (Part One) Characterization issues are increasingly complicated. This two-part session will delve into mergers, acquisitions and venture capital investments; executive benefits paid to spouse before and after separation; stock transactions and options; business sales price allocations and spousal covenants not to compete.
04:40
The Honorable Thomas Trent Lewis Los Angeles County Superior Court Allen Z. Sussman, Esq. Loeb & Loeb LLP {Break} Characterization Issues Arising in Business Transactions: Beyond the Sales Price (Part Two) See above for session description and speakers. {Adjourn}
REGISTRATION INFORMATION
Register Online calcpa.org/FamilyLaw14
Contact CalCPA Education Foundation P.O. Box 45066 San Francisco, CA 94145-0066 Phone (800) 922-5272 Fax (888) 868-8558 Web calcpa.org Event Pricing Member $325 Nonmember $425 Conference Registration Nov. 6 // Los Angeles Event Code 5141236A Nov. 7 // San Francisco Event Code 5141236B Nov. 7 // Webcast Event Code 5141236C Discount Programs Save hundreds with Value-Priced Education (VPE) and Coupons. VPE 80 $1,295 CalCPA Member VPE 40 $795 CalCPA Member VPE 24 $675 CalCPA Member Coupon 10 $2,495 CalCPA Member Learn more about CalCPA discount programs, (800) 922-5272 or calcpa.org/discount Materials for this conference are provided in PDF format. You will receive an email which contains a link for accessing the materials at least three days before the conference.
Registration Policy All registrations are taken on a first-come, firstserved basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate. Cancellation Policy If you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows. VPE no-shows will have the number of registered CPE hours deducted from their VPE credit. Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies. Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.