The three financial issues to be decided in almost every divorce case are:
alimony (support), child support, and property division. This workshop will
discuss these three topics in great detail.

Valuation and appraisal issues unique to matrimonial engagements will
be discussed. This will include premises and standards of value, methods
of valuation, enterprise vs. personal goodwill, celebrity goodwill, owners’
agreements, and stock options. In the context of divorce, taxation is a major
issue for the parties. The course will include a detailed discussion of child and
spousal support, along with answering the question “what is income?” Specific
assets that will be discussed include the taxation and distribution of personal
residences, retirement plans, and stock options. Income tax filing issues such
as filing status, exemptions, community property state issues, section 1041
will also be discussed. To wrap up the workshop, our role in marital litigation
engagements, standards, alternative dispute resolution, and the certifications in
this field of practice will be discussed. Finally, practice management issues, such
as client acceptance, engagement contract, systems, workpaper management,
report writing, receivable management, and marketing will be addressed.

After completion of the workshop and the exam on the fifth day, the participant will need only to complete the three-day CFFA Candidate Workshop or Expert Witness Bootcamp: I to fulfill the training requirements for the CFFA designation.

This session provides an overview of the financial experts’ role in providing
family law services. An introduction to alimony and property distribution
concepts will be taught, as well as the underlying history and theory behind
those concepts. Participants will also learn the unique language of the
legal setting, e.g., the definition and purpose of discovery, interrogatories,
depositions, direct examination, cross examination, etc.

After this session, the participant will be able to:

• Identify key concepts and theories used by financial experts in the family
  law setting
• Work within the legal framework and process of family law cases
• Assist counsel in planning and coordinating discovery
• Identify roles of financial experts and potential services that can be provided

CPE: 3hrs Accounting Practice (Consulting) / 1hr Social Environment of Business/ 2hr Regulatory Ethics / 2hrs Business Law

Participants will learn what forensic accounting services financial experts
offer in divorce cases. They will learn how to get started in this specialized
area, including developing their work plan, documenting their analysis,
and writing reports. Participants will learn how to provide analysis in the
following areas: income available for support/maintenance, lifestyle of the
parties or children, under reported income, and financial issues in high
net worth cases. Participants will be introduced to a number of tools and
practical applications that can be used to ascertain income and assets.

After this session, the participant will be able to:

• Identify and utilize data gathering techniques
• Interpret tax returns to determine economic income and identifiable assets
• Investigate financial records to uncover hidden assets and unreported
  income
• Perform an analysis of household spending

CPE: 1hr Computer Science / 1hr Specialized Knowledge & Applications / 6hrs Accounting

This session will cover the application of valuation concepts and tax
considerations in family law matters. Participants will be introduced to
a multitude of valuation issues common to divorce litigation including:
valuation methods, standards of value, stock options, retirement assets, and
goodwill. Also covered in this session will be tax concepts germane to family
law and how to avoid common mistakes.

After this session, the participant will be able to:

• Compare and employ the appropriate standard of value
• Identify appropriate valuation approaches and methods in family law
  matters
• Identify and implement optimal property distribution strategies
• Discuss tax consequences related to income, support, and property
  distribution

CPE: 4hrs Tax / 3hrs Specialized Knowledge & Applications / 1hr Accounting

This session will provide an introduction to Alternative Dispute Resolution
(ADR) and the avenues available for settling marital disputes outside of the
court system. Also covered will be practice management tools necessary to gain
efficiencies and succeed in this area. It will provide practitioners with pearls
they can take home and incorporate in their own practices. The latter part of
this session will be devoted to preparation for the Matrimonial CFFA exam.

After this session, the participant will be able to:

• Differentiate between the various ADR methods
• Employ strategies to efficiently run their practice and understand
  malpractice risk
• Implement personal and practice marketing techniques

CPE: 3hrs Specialized Knowledge & Applications / 5hrs Business Management & Organization

The extensively seasoned development and instruction team includes Thomas
F. Burrage, CPA/ABV, CVA, DABFA, Michelle Gallagher, CPA/ABV, Karen
J. Kaseno, CPA, CVA, CFE, CFFA, Hubert Klein, CPA/ABV, CVA, CFE,
DABFA, Sharyn Maggio, CPA/ABV, PFS, Stacey Udell, CPA/ABV/CFF, ASA,
CVA, and Jeffrey D. Urbach, MBA, CFE, CVA, CPA/ABV/CFF.

This program is ideally suited for CPAs with some business valuation
training and less than three years of matrimonial litigation experience. This
is a great course for staff or senior level accountants.

October 1–4	San Diego, CA
December 11–14	Las Vegas, NV

Click here for a list of hotel locations, room rates and reservation information.

Package Pricing
(Before early registration discounts.)...........Non-Member.............Member
Individual Days..........................................................$550......................$495
Four Days of Training....................................$2,200...................$1,980
CFFA Certification Exam.................................$395.....................$395
First-Year NACVA Membership
with Training and Exam..................................$300
 

REGISTER NOW! To register, print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA). Or print and complete the Registration Form, scan, and e-mail to nacva1@nacva.com or call Member Services: (800) 677-2009. Click here for the Registration Form to print and fax (PDF).

For more information regarding refund, complaint, and/or program cancellation policies, please call our director of Member Services: (801) 486-0600.

The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.