Virtual

Tax Issues in Divorce Mini-Conference 2025

Date: Jan. 30, 2025

Time: 12 – 5 p.m. PT

CPE: 4.5

Overview

Helping clients navigate divorce requires a keen eye on long-term tax implications. Don’t miss this half-day conference packed with insights from top experts! Our panels will dive into estates, trusts, and family law essentials, analyze business expense deductions through recent case studies, and cover the latest tech developments. This event is a must for anyone handling the financial intricacies of divorce.

Product Code
1000003648
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

New Developments in AI (no credit)
Covering the benefits, risks and potential applications of AI for family law practitioners, as well as best practices for managing remote and distributed workforces for small businesses.
Speaker(s)
Alex Spaete Charles Anthony Burak

When Divorce Crosses State Borders
Explore multi-state tax issues, community property considerations, and California's treatment of deferred income for non-residents.
Speaker(s)
Michael Cataldo David Wilson Adams

When Divorce Crosses International Borders
Divorces involving international elements bring unique financial and legal challenges. This session will explore critical tax considerations that arise when cases span multiple countries.
Speaker(s)
Charlotte D Wall Michel R. Stein

Disaster During Divorce: Navigating Death, Debt, and Financial Devastation
Divorce is complicated enough without the added chaos of unexpected disasters like death or bankruptcy. This session tackles the legal and financial challenges that arise when these crises intersect with divorce proceedings. Attendees will gain insights into managing property, debts, and obligations during high-stakes situations, with practical strategies to protect clients and mitigate long-term fallout.
Speaker(s)
Jen Lee Daniel Quane

Ask the Experts Panel
Speaker(s)
Michael J Low Leslie O Dawson Darlene Lynn Elmore

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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Charles Anthony Burak

Charlie A. Burak is the manager at the firm, Burak & Associate CPAs in Walnut Creek. He is a Certified Public Accountant, Accredited in Business Valuation, Certified in Financial Forensics, Certified Valuation Analyst and a Certified Fraud Examiner. His practice focus is forensic accounting, business valuation, income tax and consulting services for individuals and privately held companies. He has served as individuals’ and courts’ expert in f...

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Michael Cataldo

Mike Cataldo is a state and local tax attorney representing businesses and high-net-worth individuals in audits, protests, appeals, and litigation. While he strives for early dispute resolution, he also pursues judicial review when necessary. Michael advises on a wide range of state and local tax issues, including corporate and personal income, sales and use, property, transfer, employment, gross receipts and local business taxes. He helps bus...

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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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Jen Lee

My name is Jen Grondahl Lee, and I am a debt and credit strategy attorney. I help my clients examine their financial situations and provide long-term solutions for reducing debt and stress in their lives. Sometimes, the solution is bankruptcy, but oftentimes, there are other solutions we can work through to get back on track.Before moving to California, I grew up in a very small town in North Dakota. My hometown is Berthold, North Dakota and h...

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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.

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Daniel Quane

Daniel T. Quane manages the Doyle Quane Trusts and Estates practice. Dan is a Certified Legal Specialist in Estate Planning, Trusts and Probate Law. He has advanced legal degrees in Taxation and Estate Planning, Trust & Probate Law (LL.M.’s) and he was selected to Super Lawyers in 2021 through 2023 and Super Lawyer’s Rising Star in 2015 and 2016.He works with a diverse range of clients, from traditional families to families with complex estate...

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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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Michel R. Stein

MICHEL R. STEIN is a principal at Hochman Salkin Toscher Perez, specializing in controversies, as well as tax planning for individuals, businesses and corporations. For almost 20 years, he has represented individuals with sensitive issue civil tax examinations where substantial penalty issues may arise, and extensively advised individuals on foreign and domestic voluntary disclosures regarding foreign account and asset compliance matters. Mr....

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Charlotte D Wall

Charlotte Wall is a shareholder of the firm Spott, Lucey & Wall, Inc. The firm works with foreign corporations investing in or owning U.S. businesses, U.S. businesses investing in or owning foreign businesses, foreign citizens working in the U.S., as well as U.S. citizens and residents working abroad. Currently over 85 percent of the firm’s clients have international issues. She is in charge of all of the firm’s real estate clients (landlords,...

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Tax Issues in Divorce Mini-Conference 2025

Member

Nonmember

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Learning Objectives

Agenda

12 – 12:30 p.m. PT

New Developments in AI (no credit)

Speaker(s)

12:45 – 1:45 p.m. PT

When Divorce Crosses State Borders

Speaker(s)

1:45 – 2:45 p.m. PT

When Divorce Crosses International Borders

Speaker(s)

3 – 4 p.m. PT

Disaster During Divorce: Navigating Death, Debt, and Financial Devastation

Speaker(s)

4 – 5 p.m. PT

Ask the Experts Panel

Speaker(s)

Faculty

Sponsors

Our Platinum Partners