Valuation Issues in Matrimonial Engagements
Co-Sponsored by the National Association of Certified Valuators and Analysts®
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Program Description |
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Schedule |
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How You Will Benefit |
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Pricing and CPE | ||
This course offers a comprehensive exploration of the unique challenges that arise when valuing assets in the context of divorce and other family law disputes, and is essential training for professionals who work in matrimonial engagements. Here you will learn a practical framework for understanding how valuation methodologies intersect with legal standards and emotional, high-stakes financial disputes. Participants will review the three primary valuation approaches—asset-based, income, and market—and examine how each applies to real-world matrimonial assets such as businesses, real estate, retirement accounts, and personal property.
Beyond technical valuation mechanics, this course dives into the complexities of personal vs. enterprise goodwill, double-dipping risks, forensic discovery of hidden assets, and valuation adjustments for owner-influenced income. It emphasizes the importance of selecting the appropriate standard of value, considering state-specific legal frameworks, and presenting findings in a way that is clear, credible, and legally defensible.
Participants will learn how to detect red flags in financial disclosures, leverage open-source intelligence (OSINT), and prepare for courtroom testimony. The course also covers best practices for writing expert reports, managing cross-examinations, and avoiding common pitfalls that can undermine a valuation’s integrity. Whether you are valuing a closely held business, tracing hidden investments, or testifying in court, this course will give you the tools and confidence to deliver effective, litigation-ready results.
This is part of the Matrimonial Litigation course.
After completing this course, attendees will be able to:
- Identify key standards of value and their application in divorce litigation
- Differentiate between asset-based, income, and market valuation approaches
- Evaluate the impact of personal versus enterprise goodwill in business valuations
- Determine when a forensic investigation is necessary to uncover hidden assets
- Analyze financial documents to detect inconsistencies or manipulation
- Describe the implications of double-dipping in support and asset division
- Select appropriate valuation methods for different types of marital assets
- Explain how to develop and structure a legally defensible valuation report
- Recognize common valuation errors and how to avoid them
- Assess how to effectively present findings and respond during cross-examination
Practitioners who are, or seek to, specialize in matrimonial engagements. Attendees are likely to encounter valuation issues for family law cases even if they were hired to analyze the cash flows, do forensics, tax calculations, etc. This session addresses what valuations are, how to address them without getting a valuation credential, and when to bow out of the engagement (or bring in an expert when the waters get too deep).
To register, select the date you would like to attend and click the "Register Online" button for our online event registration. Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.
| Virtual Course Schedule |
Early Registration Discounts and Deadlines |
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| Dates | Time | 10% | |||
| June 11, 2026 | 1:00–4:00 p.m. (ET) |
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5/31/2026 | ||
CPE Hours—Virtual
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For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.
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