Virtual

Family Law Virtual Conference (2023)

Date: Nov. 1, 2023

Time: 8:30 a.m. – 4:20 p.m. PT

CPE: 8

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.

9/27/2023—Due to technical difficulties beyond our control, this event will no longer be a live stream of the in-person event but a pre-recorded broadcast.

10/18/2023—Please note that the Oct. 25 in-person event is SOLD OUT.

Product Code
1000002397
Credit Type
CPE: 8
CPE-Technical: 8
MCLE: 6.5
Format
Virtual
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

Review the latest issues impacting family law practitioners and their clients.

Agenda

Welcome

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

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 Towne Ted Israel

Break

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 Boone Cheryl Kessler Hon. Michael Bishay

Lunch

Technology
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

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)
Kathryn Ann Johnson Ashley Nicole Landry Monica Mazzei

Break

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)
Tracy Farryl Katz Hon. JoAnn Johnson Hon. Roy L. Paul (Ret.)Hon. Susan Lopez-Giss (Ret.)Hon. Michael Bishay

Closing Remarks

Faculty

Hon. Michael Bishay

HON. MICHAEL BISHAY is a Superior Court Judge, currently assigned to Alameda County Superior Court’s complex family law settlement department. He teaches family law at UC Law SF. He is the co-chair of the family violence committee, and member of the family law, community outreach, and AFCC committees. Judge Bishay is a past Commissioner of the Alameda County Superior Court, past Commissioner and Supervising Judicial Officer of Family Law (San ...

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Brian Michael Boone

Brian is a licensed CPA in the State of California, accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF). Mr. Boone's undergraduate degree is a BA in Economics/Accounting from Claremont McKenna College (1986). In addition to his MBA from UC Davis graduate school of management with concentrations in finance and marketing, Brian is a Certified Valuation Analyst ("CVA"), has been chartered by the CFA Institute (former...

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Garrett C. Dailey

CFLS, Fellow in American and International Academies of Matrimonial LawyersDiplomate-American College of Family Trial LawyersPublisher/author of ATTORNEY'S BRIEFCASE® LEGAL RESEARCH SOFTWAREAuthor of SupporTax® and Lawgic®2013 Lifetime Achievement Award, State Bar of CA FLSSpencer Brandeis Award from LACBA2006 California Family Law Person of the Year (AAML, SoCal)2016 Fellow of the Year (AAML, NorCal)ACFLS Hall of Fame Award Former member of f...

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Theodore D. Israel

Theodore D. Israel (IFG, LLP, San Rafael, California) has been in public accounting since receiving his B. S. in Accounting from Golden Gate University in 1976. In addition to being a licensed California CPA, Ted also holds the Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) designations from the American Institute of CPAs (AICPA). Ted is a member of the California Society of CPAs Forensic Services Section Ste...

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Hon. JoAnn Johnson

Judge JoAnn Johnson is the supervising judge of the Family Law department of the Ventura County Superior Court overseeing the long-cause calendar. The majority of the long-cause cases involve complex litigation requiring expert testimony from CPAs on such issues as business valuations, cash-flow, reimbursements, and division of the community estate. Judge Johnson was appointed in 2017 by Governor Jerry Brown. Prior to her appointment, she ser...

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Kathryn Ann Johnson

Kathy Johnson is a forensic accountant and expert witness, with over 30 years of accounting experience. She specializes in civil and criminal litigation support, and fraud investigations and family law. She has provided forensic accounting services as a court appointed expert and for private engagements. Former positions include executive roles in the Newspaper Industry.Kathy is also an adjunct professor teaching both graduate and undergraduat...

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Tracy Farryl Katz

Tracy Farryl Katz graduated from Nova Southeastern University in Ft. Lauderdale with a bachelor’s degree in accounting in 1993. While pursuing her undergraduate education, she was employed full-time as a controller and then promoted to chief financial officer of a company operating a chain of pre-schools. In 1994 she relocated to Los Angeles to attend law school. Katz graduated from Southwestern University School of Law in Los Angeles with her...

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Cheryl Kessler

Cheryl Kessler is a Managing Director in CBIZ’s Forensic Consulting Group. She is an expert in valuation opinions for marital dissolutions, gift and estate tax purposes, partner buyouts, mergers & acquisitions, ESOPs. For over 25 years, Ms. Kessler has helped closely-held companies large and small, in many industries, determine the value of their equity. Ms. Kessler presents a credible, defensible and easy to understand analysis of financial ...

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Ashley Nicole Landry

As a Manager in the Gursey Schneider LLP Litigation Support department specializing in Family Law, Ashley has demonstrated remarkable ambition as well as dedication to Gursey Schneider standards and practices.She currently holds a CPA license and is well on her way to completing the required business valuation courses for the American Society of Appraisers.As the recipient of a full athletic scholarship for volleyball, Ashley attended the Univ...

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Hon. Susan Lopez-Giss (Ret.)

Hon. Susan Lopez-Giss (Ret.) served 15 years as a Judge for the Los Angeles Superior Court, with the entirety of her time on the bench devoted to Family Law. Judge Lopez-Giss presided over thousands of cases involving all types of contested and complex Family Law matters, including parentage cases, custody and visitation issues, child and spousal support, business valuation, and property division. In addition to issuing thousands of rulings, J...

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Monica Mazzei

Monica Mazzei is a Shareholder in Buchalter’s San Francisco office and the chair of the Firm’s Family Law group. Monica is a Certified Family Law Specialist with over 20 years experience practicing family law. She represents high net worth clients throughout California, with a concentration in San Francisco and Silicon Valley, and Los Angeles.Monica specializes in dissolution actions involving complicated valuation and financial matters, compl...

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Hon. Roy L. Paul (Ret.)

Judge Roy Paul served as a judicial officer for over 27 years, including 17 years on the Los Angeles County Superior Court, where he oversaw probate, family law, admiralty, personal injury, and civil litigation matters. Over his decades of service on the bench, Judge Paul has earned a reputation for his diligence, preparation, compassion, and ability to work with all parties to achieve positive outcomes in bitterly contested disputes. While pr...

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Alex Spaete

Alex is a partner with Stegner McFarlin Spaete LLP. Alex has extensive experience in business valuation, family law forensics, and private industry experience in healthcare and physician compensation. He is a CPA, is Accredited in Business Valuation, and also a Certified Information Technology Professional. Alex has qualified, testified, and been appointed the court’s expert in most of the San Francisco Bay Area and Sacramento area counties. H...

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Ben C Towne

After a career as a CPA in Silicon Valley accounting firms, Mr. Towne founded Towne Advisory in 2013 dedicated to providing high-quality valuation work to a variety of businesses. Mr. Towne works with venture capital funds, real estateholding entities, high tech startups with complex capital structures, professional service companies and manufacturing companies among others.Mr. Towne speaks on valuation topics as a guest lecturer at San Jose S...

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Family Law Virtual Conference (2023)

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Agenda

8:30 – 8:35 a.m. PT

Welcome

8:35 – 9:50 a.m. PT

Case Law Update

Speaker(s)

9:50 – 11:05 a.m. PT

Technical Aspects of Business Valuation

Speaker(s)

11:05 – 11:15 a.m. PT

Break

11:15 a.m. – 12:30 p.m. PT

How Two Reasonable Experts Can Come Up with Different Values

Speaker(s)

12:30 – 1 p.m. PT

Lunch

1 – 1:25 p.m. PT

Technology

Speaker(s)

1:25 – 2:40 p.m. PT

Tracing Brokerage and Investment Accounts

Speaker(s)

2:40 – 2:50 p.m. PT

Break

2:50 – 4:05 p.m. PT

Judges’ Panel

Speaker(s)

4:05 – 4:10 p.m. PT

Closing Remarks

Faculty

Sponsors

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