Name: FSS Family Law Section Meeting | SFS40824
Start: 2024-08-23T08:30:00.000-07:00
End: 2024-08-23T15:30:00.000-07:00
Location: Santa Clara University

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Santa Clara, CA

FSS Family Law Section Meeting | SFS40824

Date: Aug. 23, 2024

Time: 8:30 a.m. – 3:30 p.m. PT

CPE: 5

Overview

Mark your calendars and get ready for an exhilarating day with the Forensic Services Family Law Section! Dive into a dynamic lineup of captivating speakers and unparalleled networking opportunities crafted to supercharge your expertise and broaden your professional connections. Don't miss out on groundbreaking discussions on Complex Property Equity Issues, the latest Standards of Value, and crucial updates on Family Law Cases. Stay tuned for detailed session info—it’s going to be an event you won’t want to miss!

Product Code
FSFLS0824
Credit Type
CPE: 5
CPE-Technical: 5
MCLE LS-FL: 2.25
Format
In-Person
Intended Audience
CPAs, attorneys, and other forensic accounting and litigation professionals.
NASBA Field of Study
Specialized Knowledge
Prerequisites
Some knowledge of forensic accounting is preferred.
Advance Preparation
This meeting will be paperless. Materials must be downloaded from the CalCPA website three days prior to the meeting.

Agenda

Registration and Networking Breakfast

Opening Remarks

Complex Property Equity Issues – Moore, Marsden, and their progeny
This session will cover the Moore and Marsden cases along with related other cases and their impact on situations that involve complex property equity issues.
Speaker(s)
Alex Spaete

Break

How to Divorce your Mortgage, Fair Market Values and Practices that Sink Equity
This session will address the role of a CDRE and CDLP and cover current markets, equity buy-outs.
Speaker(s)
Dani Wolter Natalie Moles

Lunch

Standards of Value – Marital Value, Fair Market Value, and Others (particularly for Family Law)
This session will cover various standards of value and issues to consider when determining marital value in family law.
Speaker(s)
Jared Tonks Brian P Brinig

Break

Family Law Case Update
Darlene Elmore and Christiana Samuels will provide an update on the most recent cases that affect family law practitioners and experts.
Speaker(s)
Christiana Samuels Darlene Lynn Elmore

Faculty

Brian P Brinig

Brian P. Brinig, Managing Director, CBIZ MHMOverviewBrian specializes in business and professional practice valuation for purposes of purchase and sale, estate planning, condemnation, and business litigation. This experience includes merger and acquisition consulting to acquirers, targets and the professional community regarding valuation, and financing and transaction structuring. He is able to perform financial analysis to determine economic...

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Darlene Lynn Elmore

Darlene L. Elmore, CPA, ABV, CFF has over 28 years of experience as an accountant and has worked in public accounting for the last 23. With an office in Santa Rosa, her practice is focused on providing forensic accounting analysis and services and business valuation, with a special emphasis on family law matters. In addition to her certification as a CPA, she is Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) ...

More about Darlene Lynn Elmore

Natalie Moles

Natalie Moles is a lifelong resident of the Bay Area. She is passionate about our local community, especially homeownership. As a mortgage advisor, Natalie has helped numerous home buyers with financing needs, giving each her highest level of pride and dedication. Natalie Moles realizes that not all home loan programs are created equally and customizes each loan to fit her client’s short and long-term goals. Her mission is to have lifelong rel...

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Christiana Samuels

Attorney Christiana Samuels is a dedicated advocate in a myriad of family law cases, from custody to support to asset division. Ms. Samuels has a history of excellence and has been recognized as a Super Lawyer Rising Star in both 2018 and 2019, top 40 under 40 by National Advocates in 2017, and was recognized for exceptional and outstanding client service by the American Institute of Family Law Attorneys in 2018. Ms. Samuels is also a Certifie...

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Alex Spaete

Alex is a partner with Bridge Forensics CPAs 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. He ...

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Jared Tonks

Jared Tonks is a director in the firm’s Forensic Consulting Group. He specializes in complex litigation and business valuation and has performed forensic accounting, tracing, and valuation analyses in over 200 engagements involving marital dissolutions, shareholder or partnership disputes, and other matters. Jared regularly performs business valuations for estate, gift, and business transaction purposes. Jared has experience preparing taxes, p...

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Dani Wolter

Dani Wolter is a Certified Divorce Real Estate Expert handling the sale of real property in family law cases in Silicon Valley. She brings 24+ years of experience representing buyers and sellers with close to $200M in closed transactions. Ms. Wolter received her certification as a Divorce Real Estate Expert from the Ilumni Institute. Clients contribute her success to her deep understanding of neighborhoods and markets, in-depth knowledge of co...

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Venue

Santa Clara University

500 El Camino Real, Santa Clara, CA, 95053

Get Directions

Meetings will be held in Guadalupe Hall.

Additional Details

The CalCPA FSS room block has closed. Please check with the hotel website for availability.

FSS Family Law Section Meeting | SFS40824

Member

Nonmember

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Prerequisites

Advance Preparation

Agenda

8:30 – 9 a.m. PT

Registration and Networking Breakfast

9 – 9:30 a.m. PT

Opening Remarks

9:30 – 10:45 a.m. PT

Complex Property Equity Issues – Moore, Marsden, and their progeny

Speaker(s)

10:45 – 11 a.m. PT

Break

11 a.m. – 12 p.m. PT

How to Divorce your Mortgage, Fair Market Values and Practices that Sink Equity

Speaker(s)

12 – 1:15 p.m. PT

Lunch

1:15 – 2:15 p.m. PT

Standards of Value – Marital Value, Fair Market Value, and Others (particularly for Family Law)

Speaker(s)

2:15 – 2:30 p.m. PT

Break

2:30 – 3:30 p.m. PT

Family Law Case Update

Speaker(s)

Faculty

Venue

Santa Clara University

500 El Camino Real, Santa Clara, CA, 95053

Additional Details