Los Angeles, CA
Family Law Conference (2023)
Date: Oct. 25, 2023
Time: 8:30 a.m. – 4:30 p.m. PT
Overview
This event is designed to equip CPAs and attorneys with the necessary knowledge and expertise to navigate family law cases effectively. The conference focuses on the critical role of CPAs in assisting clients with intricate financial matters throughout divorce, child support, alimony, asset division, and related legal proceedings. Additionally, it serves as a platform for CPAs to enhance their skills, exchange best practices, and foster connections with fellow professionals in the field of family law.
Attendees will have the opportunity to gain valuable insights from esteemed legal and financial experts who will provide comprehensive knowledge on various topics, including divorce settlements, forensic accounting, business valuation, tax implications, asset tracing, financial affidavits, and more. By staying up-to-date with the latest trends, regulations, and strategies relevant to family law cases, participants can ensure their practice remains current and effective.
Engagement in interactive sessions featuring real-life case studies will allow attendees to delve into complex financial scenarios commonly encountered in family law. You’ll learn practical strategies and techniques for analyzing financial documents, uncovering hidden assets, preparing accurate reports, and presenting expert testimony in court. Furthermore, you’ll discover innovative technologies, software applications, and tools that can streamline financial analysis, improve efficiency, and enhance the accuracy of your work in family law cases.
Can't get to Los Angeles? Join us at the virtual conference instead!
Product Code
1000002395
Credit Type
CPE: 8CPE-Technical: 8MCLE: 6.5Format
In-Person
Intended Audience
CPAs, attorneys, judges, other professionals and staff who require current knowledge of family law cases and issues.
NASBA Field of Study
Business Law
Level of Difficulty
Update
Prerequisites
None
Advance Preparation
None
Learning Objectives
Agenda
8:30 – 8:35 a.m. PT
Welcome and Opening Remarks
8:35 – 9:50 a.m. PT
Case Law Update
Engage in a thorough examination of recent case precedents and their implications, enabling you to stay informed and equipped with the latest legal developments crucial for effective family law practice and decision-making.
Speaker(s)
Garrett C. Dailey
9:50 – 11:05 a.m. PT
Technical Aspects of Business Valuation
This session will navigate the effects of moving points on valuation, explore various valuation techniques applicable across industries, delve into the analysis of selection, and demystify valuation methods including DCF and Cap models. In addition, gain essential insights into the intricate art of valuing startups, equipping you with the expertise needed for informed family law decisions involving business assets.
Speaker(s)
Ben C TowneTheodore D. Israel
11:05 – 11:20 a.m. PT
Break
11:20 a.m. – 12:35 p.m. PT
How Two Reasonable Experts Can Come Up with Different Values
Explore the definition of valuation, methods for introducing changes, a comparative analysis of different valuation methods, strategies for weighing one method against another, and techniques to effectively reconcile differing valuations. Gain insights into the unique perspectives of the managing spouse and non-managing spouse, and understand the diverse approaches used to reach equitable solutions in family law matters.
Speaker(s)
Brian Michael BooneCheryl KesslerHon. Michael Bishay
12:35 – 1:10 p.m. PT
Lunch
All attendees are automatically assigned the standard lunch. If you would like to inform us of any dietary restrictions (vegan, vegetarian, gluten-free, dairy-free, kosher), you may indicate that by clicking "Edit" next to your name during the registration process and using the drop-down menu to note any special requests. We will do our best to accommodate your selection. Please keep in mind that any special requests must be made no later than October 15, 2023. To retroactively indicate your preferences after registering, please contact Customer Success at calcpa@calcpa.org.
1:20 – 1:45 p.m. PT
Technology Updates
Discover how tools like ChatGPT are revolutionizing communication, efficient billing systems streamline financial aspects, and automatic calendaring systems optimize scheduling, enhancing productivity and effectiveness in the realm of family law.
Speaker(s)
Alex Spaete
1:45 – 3 p.m. PT
Tracing Brokerage and Investment Accounts
A team of experts will provide practical insights by exploring tracing examples. Discover the intricate dynamics and outcomes in various scenarios, equipping you with the expertise needed to navigate complex financial aspects in family law cases with confidence and precision.
Speaker(s)
Ashley Nicole LandryKathryn Ann JohnsonMonica Mazzei
3 – 3:10 p.m. PT
Break
3:10 – 4:25 p.m. PT
Judges’ Panel
This unique opportunity allows attendees to gain invaluable perspectives directly from the bench, offering a deep dive into the complexities, trends, and nuances of family law cases from the judicial standpoint.
Speaker(s)
Hon. Susan Lopez-Giss (Ret.)Tracy Farryl KatzHon. Roy L. Paul (Ret.)Hon. Michael BishayHon. JoAnn Johnson
4:25 – 4:30 p.m. PT
Closing Remarks
Faculty
Venue
Armanino LLP
777 South Figueroa Street, 9th Floor, Los Angeles, CA, 90017
Get DirectionsConference Location | Armanino LLP
777 South Figueroa Street, 9th Floor
Los Angeles, CA 90017
If you are traveling from out of town, there are several hotels in close proximity to the venue. Click here for a list of nearby hotels for your reference.
Sponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
