Virtual

Tax Issues in Divorce Mini-Conference 2024

Date: Jan. 18, 2024

Time: 12:30 – 4:45 p.m. PT

CPE: 4.5

Overview

When guiding clients through divorce, it's crucial to grasp the long-term tax implications. Join us at this insightful half-day conference! Our expert panels will explore estates, trusts and family law topics. We'll also dissect business expenses, referencing recent cases, and stay on top of tech advancements. This event is a goldmine for anyone dealing with the complexities of divorce and its financial impacts.

Product Code
1000002677
Credit Type
CPE: 4.5
CPE-Technical: 4.5
MCLE: 4
Format
Virtual
Intended Audience
CPAs, attorneys, judges and other professionals who require current knowledge of family law cases and issues.
NASBA Field of Study
Taxes
Level of Difficulty
Basic

Learning Objectives

Update family law practitioners on the latest issues affecting their clients and practice.

Agenda

Tech Update
Alex Spaete will provide an update on technolgy trends that are impacting the industry. Learn about how AI might transform the industry and how new regulations are impacting security and privacy.
OBJECTIVES
a. Better understanding of AI and the impact on the industry.
b. Awareness on new security regulations facing CPAs
c. Knowledge of new tools to make preparations of returns and forensic work more efficient
Speaker(s)
Alex Spaete

Real Estate Tax Basis
Scott will discuss tax basis rules pertaining to real estate including 1031 exchanges and casualities losses/recovery.
Objectives:
1. Understand the importance of "basis" in real estate.
2. Learn about the special rules pertaining to divorce transfers under IRC section 1041
3. Understand transactions that can have a significant impact on real property tax basis
Subjects:
- Carryover under basis IRC §1041
- §1031 exchanges and basis
- Basis impact of disaster proceeds and repair/rebuild
Speaker(s)
Scott Haislet

Real Estate Apportionment and Tax Reporting Questions
- Moore/Marsden unequal apportionment and tax reporting
- Impact of §2640 claims on tax reporting
- Unmarried partners - No §1041
- Allocation of basis
Speaker(s)
David AdamsKent Tierney

Ask The Experts & Tax Update
Speaker(s)
Darlene Lynn Elmore Michael J Low Leslie O Dawson

Faculty

David Wilson Adams

David is a Tax Managing Director at CBIZ, and has practiced in public accounting more than 20 years providing expert testimony, performing analyses, and offering strategic guidance in marital dissolution cases. In addition, he assists management with clarifying and solving complex corporate business matters and offering general business consulting. David combines this with his extensive knowledge and experience in the areas of income and tax p...

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Leslie O Dawson

Leslie O. Dawson is the owner of Dawson CPA Firm, in Walnut Creek, California. She is a Certified Public Accountant (CPA), a Certified Valuation analyst (CVA), a Certified in Financial Forensics (CFF) and is Accredited in Business Valuations (ABV). She earned her B.A. degree, cum laude, from Sonoma State University and her M.S. degree from Golden Gate University. Leslie has more than 30 years of experience in public and private accounting. She...

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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) ...

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G. Scott Haislet

G. Scott Haislet practices in the areas of taxation, real estate, and 1031 exchanges.He is a California attorney and CPA, and 1031 qualified intermediary ("accommodator").He is a Certified Specialist in Taxation Law, California State Bar Board of Legal Specialization.Mr. Haislet writes and lectures frequently about tax, real estate, finance and estate planning and legal issues, and has authored continuing education courses for real estate and ...

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Michael J Low

Michael J. Low is a partner with Doyle Low LLP in Lafayette, California. His practice emphasizes civil and criminal tax controversies; trust and estate litigation; and employee benefit plan litigation. He received a Bachelor of Arts degree with a major in political science and a minor in criminal justice from San Francisco State University and his law degree from the University of California at Berkeley School of Law.

More about Michael J Low

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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Kent Tierney

Kent P. Tierny has been practicing law for over 20 years. He specializes in the area of Family Law, Real Estate, Civil Litigation, and Business Law. Mr. Tierny formed what is now Tierny Law Group in 2012 following more than 15 years of practice with several Bay Area law firms specializing in Civil Litigation. Mr. Tierny brings his unique personal experiences to the representation of his clients and is known for his no-nonsense approach to case...

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Tax Issues in Divorce Mini-Conference 2024

Member

Nonmember

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Learning Objectives

Agenda

12:30 – 1:15 p.m. PT

Tech Update

Speaker(s)

1:15 – 2:15 p.m. PT

Real Estate Tax Basis

Speaker(s)

2:30 – 3:45 p.m. PT

Real Estate Apportionment and Tax Reporting Questions

Speaker(s)

3:45 – 4:45 p.m. PT

Ask The Experts & Tax Update

Speaker(s)

Faculty