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The Different Roles of the Forensic Accountant in Family Quarrels and Estate Litigations

 The Different Roles of the Forensic Accountant in Family Quarrels and Estate Litigations
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of the subject matter.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting
Item Number: 16PTASNOLA1026C
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

With the aging of the population, family quarrels and estate litigations are becoming more frequent than ever. As a forensic accountant, what can you do to help your clients resolve their family quarrels, come to an agreement, and avoid estate litigation when possible? The forensic accountant’s specialized skills and tools can complement those of the lawyers and allow your clients to better understand what happened. Whether it is to assist with a claim for breach of fiduciary duties, fraudulent conveyances, or to better understand estates’ rendering of accounts, this session will highlight the potential and unique roles of a forensic accountant in such matters.

Learning Objectives:

After completing this webinar, attendees will be able to:

- Differentiate between matters that will be litigated from those that are just misunderstandings between family members
- Identify key areas of importance and risk when dealing with family estates
- Develop an understanding of what the forensic accountant can and cannot do in contested estate matters

Who Should Attend

Financial professionals


Hubert Klein, CPA, ABV, CFF, CGMA, CVA, CFE
Mr. Hubert Klein is a partner in the Litigation Services Group. He is frequently called upon as a technical resource in various litigation actions. He has consulted and provided services in matters including complex damages, business valuations, due diligence analysis, fraud investigations, matrimonial proceedings, lost profit calculations, shareholder disputes, insurance claims analysis, succession planning, and estate and gift planning.

In addition, Mr. Klein has served as an agreed upon neutral expert and as an expert witness appointed by judges in the above types of matters and to issue reports for the courts on these cases. He has also been appointed by various courts to serve as a receiver, provisional director, special fiscal agent, and court’s independent forensic auditor in various civil litigation matters. He has experience in providing traditional accounting services such as financial statement and tax return preparation, financial analysis, and consulting services for closely-held businesses.

As a strong proponent of professional development, Mr. Klein frequently speaks to both business and civic groups on topics such as business valuation, forensic accounting, commercial damages, and fraud. He has presented to both regional and national organizations.

He received his BS in accounting, magna cum laude, from Johnson & Wales University, and has an AS in computer systems management.

He is a member of the American Institute of Certified Public Accountants® (AICPA®), serving on the Forensic and Litigation Service Committee and Fraud Task Force. As an active member of the New Jersey Society of Certified Public Accountants (NJSCPA) Valuation and Litigation Support Resource Group, he serves on their Litigation and Valuation Services Group and Forensic Services Interest Group. He is a member of the National Association of Certified Valuators and Analysts™ (NACVA®) State Chapter Committee and serves as the NACVA New Jersey State Chapter President. He is also a member of the Association of Certified Fraud Examiners (ACFE). In addition, Mr. Klein has been appointed to the Meadowlands 2040 Council, an economic development Think Tank for the Meadowlands and surrounding area, and is a member of the 200 Club of Bergen County.