Virtual
Tax Issues in Divorce Mini-Conference 2026
Date: Feb. 12, 2026
Time: 12 – 5 p.m. PT
CPE: 4.5
Member
$199.00
Nonmember
$269.00
Members, log in to access your discount.
Overview
Divorce isn’t just emotional math—it’s a complex financial puzzle with long-term tax consequences that can echo for years. If you’re advising clients through one of the most pivotal transitions of their lives, you need more than a surface-level understanding. You need precision. You need insight. You need to be ahead of what’s coming next.
This half-day virtual mini-conference brings together elite experts who live and breathe the intersection of tax, law and family finance. We’ll break down the issues no one talks about enough—and that clients depend on you to get right.
In high-stakes situations, clients expect you to see around corners. Join us to sharpen your edge, expand your expertise and stay confidently ahead in a rapidly evolving practice area.
Product Code
1000004665
Credit Type
CPE: 4.5MCLE: 4Format
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
Agenda
12 – 12:30 p.m. PT
Tech Session
12:45 – 1:45 p.m. PT
New and Exciting Family Law Tax Issues
- Big Beautiful Bill
- California non-conformity affecting divorcing spouses
- No tax on tips/overtime - support nightmare?
- Costs and benefits on MFS vs MFJ
Speaker(s)
Alex SpaeteDavid Wilson Adams
1:45 – 2:45 p.m. PT
Ongoing Family Law Tax Issues
- Dealing with a non-cooperative spouse during separation
- Inconsistent positions on income
- Allocating RSUs and other income during and after divorce
- Innocent spouse
- Amending previously filed joint returns - with or without former spouse
Speaker(s)
Charles Anthony BurakNatalie Leininger
3 – 4 p.m. PT
4 – 5 p.m. PT
Ask the Experts
Bring your tax questions for the experts.
Speaker(s)
Michael J LowLeslie O DawsonDarlene Lynn ElmoreJay Suen
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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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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Art Grater
Working with Stephen Adams, CFLS, Art Grater co-created DissoMaster, Executioner and other family law software as well as a number of books and websites. Art has frequently presented to bar associations, accounting groups, seminars and courts. Art consults for attorneys and CPAs, including expert testimony on support-related matters.
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Natalie Leininger
Natalie Leininger is a certified financial planner (CFP®), and a certified divorce financial analyst. Natalie has been in the financial services industry since 1986 and held the CFP® designation since 1989. Natalie provides investment advice, general financial planning, , and divorce planning services. Natalie works as a neutral in collaborative and mediation cases and as a consultant providing support in litigation cases. Services include pro...
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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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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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Jay Suen
Jay Suen is a partner at Youngman Roberts Suen LLP in Walnut Creek. He is an attorney and Certified Public Accountant (inactive) whose practice focuses on taxation and estate planning. He regularly represents clients in disputes with the IRS and California Franchise Tax Board, including audits, tax litigation, and collection matters. His practice includes advising on tax issues that arise in the family law context, such as federal tax lien rel...
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