Los Angeles, CA
FSS Family Law Section Meeting | SFS40224
Date: Feb. 9, 2024
Time: 8:30 a.m. – 3:30 p.m. PT
Member
$145.00
Nonmember
$165.00
Members, log in to access your discount.
Overview
8:30 - 9am - Sign in, breakfast, networking
9 - 9:30am - Intros, approval of minutes, section announcements, future meetings. Introduction of new officers
9:30 - 9:45am - Break
9:45 - 11:15am - Session 1: "Unlocking the Written Impact of Forensic Accounting: Great Declarations and Reports, Instead of Merely Competent" - CPE: 1.5 (MCLE)
Speaker: Bruce A. Clemens, ADR Mediation Services
- In the realm of family law, forensic accountants wield the ability to shape cases through their investigative prowess and analytical skills. They delve into a diverse array of subjects, from untangling fluctuating incomes to scrutinizing family expenses, valuing businesses, tracing funds, and determining property characterizations. Their declarations, reports, and courtroom testimonies are the linchpins of legal proceedings, and their effectiveness matters most. This one-hour program is your gateway to enhancing the potency of forensic accountants' written communications. Join us as we explore strategies to make your messages not only comprehensive and accurate but also compelling and persuasive, ensuring they hold greater sway than those of the opposing side."
11:15 - 11:30am - Break
11:30am - 12:30pm - Session 2: "First, Do No Harm: A Guiding Principle For All Professionals Working With Separating and/or Divorcing Clients" - CPE: 1.0 (MCLE)
Speaker: Victoria L. Goldfarb, Lawyer and MFT
- Victoria will discuss the psychological aspects of working with separating and divorcing clients as the boundaries between the legal process and the psychological impact blur. In a unique position to discuss this topic, Victoria is both a family lawyer and a practicing marriage and family therapist whose practice focuses on mediation.
12:30 – 2:00 Lunch break
2:00 – 3:30 Session 3: "DissoMaster™, Not Just a Support Calculator" - CPE: 1.5 (non-technical)
Speaker: Art Grater, Co-creator of DissoMaster and Consultant on Case-Related Matters
- Art will present the advanced features of the DissoMaster™ software, including demonstrating its sophisticated tax calculation features. He will also answer our questions about data input for those quirky fact patterns that confound us.
3:30 Closing words, program ends
Product Code
FSFLS0224
Credit Type
CPE: 4CPE-Non-Technical: 1.5CPE-Technical: 1.5MCLE: 1.5Format
In-Person
Intended Audience
CPAs, attorneys, and other forensic accounting professionals
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Update
Prerequisites
Some knowledge of family law is preferred.
Advance Preparation
Download meeting materials on CalCPA website three days prior to the meeting.
Learning Objectives
Major Subjects
- Expert witness declarations and reports
- Psychological aspects of working with separating and divorcing clients
- Advanced features of DissoMaster™ software
Agenda
9:45 – 11:15 a.m. PT
Session 1: Unlocking the Written Impact of Forensic Accounting - Great Declarations and Reports, Instead of Merely Competent | SFS402241
Speaker(s)
Bruce Clemens
11:30 a.m. – 12:30 p.m. PT
Session 2: First, Do No Harm - A Guiding Principle for All Professionals Working With Separating and/or Divorcing Clients | SFS402242
Speaker(s)
Victoria Goldfarb
2 – 3:30 p.m. PT
Faculty
Venue
Additional Details
- CalCPA has a group block with the hotel at a rate of $159/night. You can make your reservations through this link. The deadline is January 24. If you run into problems with booking a room, email eku@calcpa.org