Family Law Conference | 5171236A

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Don't miss our upcoming Family Law Conference next month. Deepen your knowledge of complex issues related to family law, including: business valuation and apportionment; quantifying challenging income streams; understanding hearsay and other evidentiary hurdles that impact experts; as well as panel discussions with a DissoMaster expert. Learn from a host of prominent judges (Honorable Bruce G. Iwasaki, Judge Carl Moor, Honorable James E. Towery, Honorable Thomas Trent Lewis) who will focus on case studies and important updates that address relevant issues today.

All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.

Materials are provided as an ebook.

Objectives:

  • Identify recent case law and litigation impacting your practice.
  • Recognize which top issues will likely affect your clients.

Major Subjects:

As we finalize 2017 topics, here's a look at what we covered in 2016:

  • Practical Aspects of Lawyers and CPAs Working Together
  • Income for Support with Unusual Compensation
  • Top Issues with Support Programs
  • Tracing Issues: What You Won't Find in Case Law
  • Unraveling Offshore and Onshore Structures to Secure "Hidden" Assets

Advanced Prep:

None

Misc. Information:

Wireless Internet access, continental breakfast and plated lunch will be provided at this event and are included in your registration fee.

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Sponsors

Silver
Supporting
Supporting
Level of Difficulty:
Update
Field of Interest:
Business Law
Prerequisites:

General knowledge of family law or experience with tax planning or litigation.

Designed For:

CPAs, attorneys, judges, other professionals and staff who require knowledge of family law cases and issues.

Instructors

Kimberly Michele Alvarado, CPA
Thomas David Collins, CPA
Jennifer Crum, Esq.
Garrett C. Dailey, Esq., CFLS, AAML

Garret C. Dailey is a Certified Family Law Specialist (CFLS) emphasizing appeals and consultations. His office is in Oakland. He has been a member of the faculties of the University of California, Davis School of Law, Golden Gate University and the University of Edinburgh. He is a Fellow in both the American and International Academies of Matrimonial Lawyers. Dailey is co-author of Attorney’s Briefcase treatises on California Family Law, Evidence, and Children and the Law. He is also co-author of Lawgic Marital Settlement and Pre/Post Marital Agreements and the author of SupporTax.

Some of Dailey’s recent appellate cases include Marriage of Valli, Elkins v. Superior Court, and Marriage of LaMusga in addition to many appellate court opinions. He was named the CalCPA Education Foundation Outstanding Conference Speaker in 2005. His other distinctions include the 2013 Lifetime Achievement Award by the State Bar of California, Family Law Section; the Association of Certified Family Law Specialist’s Hall of Fame Award; and the Brandeis Award from the Los Angeles County Bar Association. He was named the 2006 Family Law Person of the Year by the American Academy of Matrimonial Lawyers, Southern California Chapter; listed in The Best Lawyers of America; and selected numerous times as one of Northern California’s Top 100 Lawyers by Super Lawyers magazine.

B. Marie Ebersbacher, CPA, ABV, CFF, CFE

Marie Ebersbacher is a CPA with CBIZ and Mayer Hoffman McCann PC, practicing forensic accounting in Southern California. She serves as the CBIZ forensic and financial services national practice leader and is a Mayer Hoffman McCann shareholder. Ebersbacher specializes in forensic accounting; specifically, analyses for high net worth marital dissolutions, valuations for family law, and shareholder and member disputes.

Ebersbacher is Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the AICPA, and has been a Certified Fraud Examiner (CFE) since 1998. She has testified as an expert witness throughout Southern California. She is chair of the CalCPA Forensic Services Section Steering Committee and serves annually as an expert at the National Family Law Trial Institute. She was a contributing author to John Wiley & Sons’ 2011 Family Law Services Handbook.

Kristen Laura Gillespie, CPA

In 2005, Kristen Gillespie joined Gursey | Schneider LLP where she is currently a manager in the firm’s Litigation Services Department, specializing in the area of forensic accounting in family law litigation matters. She has testified as an expert witness in both Los Angeles County and San Bernardino County Superior Courts, and has performed a wide range of litigation accounting services including business appraisals, determining gross cash flow available for support, lifestyle analyses, and pension plan and real property allocations. Gillespie has also assisted counsel in determining characterization of assets and quantifying reimbursement claims by applying her knowledge of case law to sophisticated tracing assignments.

Gillespie is an active member of the CalCPA and the AICPA. She is currently serving as secretary of the CalCPA Family Law Section and has been nominated to co-chair the 2016 Family Law Conference. She was awarded the Accredited in Business Valuation (ABV) designation and the Certified in Financial Forensics (CFF) accreditation by the AICPA. Gillespie has received extensive audit training as well as attended continuing education courses and seminars in the field of family law including the annual CalCPA Family Law Conference and AICPA Business Valuation Courses.

Gillespie graduated from the University of California, Santa Barbara in 2001 with a bachelor’s degree in business economics, with an emphasis in accounting. She was licensed as a Certified Public Accountant in April 2004. While pursuing her undergraduate education, Gillespie was accepted into the Deloitte & Touche, LLP Audit Internship Program for the summer of 2000 and after graduation began full time employment in the Los Angeles audit practice. As a senior auditor, she planned, prepared and reviewed financial statement audits in conformity with SEC filing regulations, for C-corporations, S-corporations, and general partnerships.

Art Grater
Theodore D. Israel, CPA, ABV, CFF, CVA

Theodore D. Israel (IFG, LLP, San Rafael, California) has been in public accounting since receiving his bachelor’s degree in accounting from Golden Gate University in 1976. In addition to being a licensed California CPA, he also holds the Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) designations from the AICPA and Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuators and Analysts (NACVA). Israel is a member of the AICPA’s Business Valuation Committee and the CalCPA Forensic Services Section Steering Committee, and a past chair of the CalCPA Business Valuation Section.

Israel has authored numerous articles on business valuation and is on the editorial advisory board of Business Valuation Update. From 1982 to 1994 he served on the part-time faculty of the department of management studies at Sonoma State University. He has spoken on business valuation and forensic accounting topics for the AICPA, CalCPA, New York and Arizona State Societies of CPAs, American Society of Appraisers, California Judicial Council, Business Valuation Resources, American Academy of Matrimonial Lawyers, and several local Bar Associations. He also served as a certification instructor for NACVA from 2006 to 2007. Israel provides business valuation consulting and expert witness services in a variety of contexts including estate and gift matters, mergers and acquisitions, family law and corporate dissolutions including court appointments.

Bruce G. Iwasaki
Tracy Farryl Katz, CPA, CPA/CFF, Esq

Tracy Farryl Katz graduated from Nova Southeastern University in Ft. Lauderdale with a bachelor’s degree in accounting in 1993. While pursuing her undergraduate education, she was employed full-time as a controller and then promoted to chief financial officer of a company operating a chain of pre-schools. In 1994 she relocated to Los Angeles to attend law school. Katz graduated from Southwestern University School of Law in Los Angeles with her juris doctor degree in 1997. After passing the bar that same year, Katz joined Gursey | Schneider LLP where she is currently a partner in the firm’s litigation services department, specializing in the area of forensic accounting in family law and civil litigation matters. She has performed a wide range of litigation accounting services including business appraisals, determination of gross cash flow available for support, marital lifestyle analyses, pension plan allocations, stock option apportionments, tracing/characterization of assets, analysis of reimbursement claims, and contract and royalty analyses in the film, television and music industries.

Since beginning at Gursey | Schneider LLP, Katz has attended annual continuing education courses and seminars hosted by various associations. She is also a frequent lecturer at various continuing education seminars, including the Family Law Symposiums of both the Beverly Hills Bar Association (BHBA) and the Los Angeles County Bar Association (LACBA); the CalCPA Family Law Conference; and the joint AICPA/American Academy of Matrimonial Lawyers (AAML) National Divorce Conference. At the aforementioned symposiums and conferences, Katz has lectured on a multitude of family law topics such as marital standard of living, high income earners and children’s reasonable needs analyses, same-sex marriages/dissolution and complex cash flow. Katz sits on the planning committee for the CalCPA Family Law Conference and the biennial, joint AICPA/AAML National Divorce Conference. Katz is a past chair of the CalCPA Family Law Section, as well as a current member of Family Law Executive Committee for LACBA. Most recently, the AAML Foundation’s Forensic & Business Valuation Division admitted Katz as one of only 28 charter members from across the nation. Charter members were selected on the basis of their national reputation, achievements in litigation support, forensic accounting and business valuation, as well as their having a history of serving AAML members and their clients in complex financial matters during divorce proceedings, with a commitment to integrity in that process.

Katz has authored and co-authored articles on the use of forensic accountants in marital dissolutions, celebrity goodwill, and utilizing forensic accountants to analyze pre-and post-nuptial agreements. She has also co-authored two chapters in the book, Litigation Support Report Writing; Accounting, Finance, and Economic Issues and also co-authored a chapter in the book, The BVR/AHLA Guide to Healthcare Valuation called “Jurisdictional Issues in Physician Practice Divorce Valuation: California (A Community Property State).”

Jessica Krushensky, CFF, CPA
Justice Thomas T. Lewis, Esq., CFLS, AAML

Judge B. Scott Silverman is a Judge of the Los Angeles Superior Court. He has presided in a family law department in the Stanley Mosk Courthouse in downtown Los Angeles since April, 2009. From February 2008 until his transfer to downtown, he presided in a family law department in the Van Nuys Courthouse.

Judge Silverman was appointed to the Los Angeles Superior Court by Governor Schwarzenegger in November, 2008. From November 2007 until his appointment as a Judge, he was a Commissioner of the Los Angeles Superior Court. Before taking the bench, Judge Silverman was a partner and associate with the firm Morrison & Foerster for more than 30 years, specializing in labor and employment law. He joined Morrison & Foerster after serving as a law clerk to Associate Justice Raymond L. Sullivan of the California Supreme Court from 1975-1977.

Judge Silverman received a bachelor’s degree, with distinction, from Stanford University, and a juris doctor from the University of California, Hastings College of the Law. At Hastings, he was made a member of The Order of the Coif honor society and was an editor of the Hastings Law Journal.

Carl H. Moor
Sandra Joan Morris, Esq.
With a career spanning over four decades as a family law attorney, Sandra Joan Morris has extensive experience in a broad range of family law issues both as a counselor and litigator, making it her goal to help each client through the process with dignity and ease. She is Of Counsel with the law firm Seltzer Caplan McMahon Vitek. With extensive training and experience in mediation, collaborative law, arbitration and settlement negotiation, she serves as an advocate to family law clients who choose alternatives to traditional litigation in resolving their family law matters. Morris has long been recognized as one of the preeminent family law attorneys in the United States. She has engaged in the private practice of family law since 1970; served as Pro Tem Judge of San Diego County Juvenile Court (1975-1980), Superior Court (1977 to approximately 1998), and Settlement Judge of San Diego Superior Court, Family Law Division (early 1980s-2004). Morris served as adjunct professor of juvenile law at California Western School of Law (1979), and has been a California State Bar Board Certified Family Law Specialist since 1980. She has been a Fellow of the American Academy of Matrimonial Lawyers since 1981, a Fellow of the International Academy of Matrimonial Lawyers since 1989, and a Diplomat of the American College of Family Trial Lawyers since 1993. She has completed mediation training at the USD Law School and American Arbitration Association (1984), intensive mediation training at the Center for Understanding in Conflict (2011), and negotiation training at the Harvard Negotiation Training Project and American Academy of Matrimonial Lawyers in 2008. She has been a Certified Arbitrator by American Arbitration Association and American Academy of Matrimonial Lawyers (AAML) since 1989, on the AAML Arbitration Training Faculty from 1989-1993, and became a Certified Collaborative Law Attorney in 2010. Morris has lectured extensively, provided demonstrations of methods and techniques, and conducted workshops on subjects including family law, fiduciary duty, ethics, litigation, negotiation, valuation, asset division, support, gender bias, and child abuse at the local, state, national and international levels. She has been AV rated by Martindale-Hubbell since 1984. Morris earned her bachelor’s degree in philosophy from the University of Arizona, with honors, in 1965; and her juris doctor degree from California Western School of Law in 1969.
Kenneth David Rugeti, CPA
Kelly Shindell DeLacey, Esq.
Kelly Shindell DeLacey is a partner at Sideman & Bancroft, where she concentrates her practice on complex family law matters involving stock option apportionment, property characterization, business valuation, spousal and child support, and highly contentious child custody disputes. A Certified Family Law Specialist, Shindell DeLacey has extensive experience assisting clients through all phases of litigation both before private judges and in the public courthouse. In addition to being a litigator, Shindell DeLacey enjoys creatively advising her clients in mediation and settlement negotiations. Prior to joining Sideman & Bancroft, she was a partner at the Viola Law Firm in San Mateo. In 2003, she served as an extern in the San Francisco Superior Court Unified Family Division under the Honorable Harold Kahn.
Megan Thompson, CPA
Peter M Walzer
Shannon Colleen Ward, CPA

Agenda:

  • 7:30am DissoMaster BootCamp
    • Art Grater
  • 8:30am Welcome
    • Kristen Laura Gillespie, CPA
    • Kenneth David Rugeti, CPA
  • 8:35am Family Law Update
    • Garrett C. Dailey, Esq., CFLS, AAML
  • 10:05am Opinion Testimony vs the Hearsay Rule - People v. Sanchez
    • Theodore D. Israel, CPA, ABV, CFF, CVA
    • Bruce G. Iwasaki
    • Sandra Joan Morris, Esq.
  • 11:20am DissoMaster from the Master
    • Art Grater
  • 1:10pm Business Valuation Ted Talks
    • Thomas David Collins, CPA
    • Theodore D. Israel, CPA, ABV, CFF, CVA
    • Jessica Krushensky, CFF, CPA
  • 2:00pm Proving Income Against All Odds vs. Support
    • B. Marie Ebersbacher, CPA, ABV, CFF, CFE
    • Carl H. Moor
    • Kelly Shindell DeLacey, Esq.
  • 3:00pm Tough Tax Topics
    • Kimberly Michele Alvarado, CPA
    • Megan Thompson, CPA
    • Shannon Colleen Ward, CPA
  • 3:50pm There's More to Apportionment than Cigars and Fish
    • Jennifer Crum, Esq.
    • Tracy Farryl Katz, CPA, CPA/CFF, Esq
    • Justice Thomas T. Lewis, Esq., CFLS, AAML
    • Peter M Walzer

Materials:

  • Materials - Hardcopy Textbook
  • Materials - ebook

Sponsors

USF School of Law
Silver
AffiniPay
Supporting
CBIZ
Supporting

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