EB Tax Issues in Divorce Mini-Conference | E1200116

Date :
January 28, 2016 12:15 PM - 5:15 PM
Location :
East Bay Area
Facility :
Crowne Plaza Concord
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Level of Difficulty :
Basic
Member Price :
135.00
Nonmember Price :
135.00
CPE Credits :
CPE 4.50, MCLE 4.00, MCLE LS-TX 4.00, MCLE LS-FL 4.00
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Join us for this popular event and hear the latest on family law from experts in the field. Topics will include: tax filing for divorcing couples; what's new in spousal support; the latest on technology; questions and answers from the panel of experts.

Objectives:

  • Hear the latest in family law pertaining to spousal support, tax filings and case studies.
  • Get your questions answered during the Stump the Experts session

Major Subjects:

11:30 - 1 p.m.          Registration & Optional Lunch
 
12:15 - 12:45 p.m.   No-Credit Lunch ProgramBusiness Valuation Basics by Jeff Stegner, Armanino
 
1 - 1:45 p.m.            Technology Update by Charlie Burak, Glenn & Burak and Jeremy Calabro. Dawson CPA Firm
                                 - Interesting New Trends in Technology
 
1:45 - 3 p.m.           Tax Filing For Divorcing Couples by Hank Levy, The Henry Levy Group, Mike Radakovich, Radakovich Shaw & Blythe and Greg Abel, Whiting, Fallon, Ross & Abel
                                 - Allocating tax income; Deduction and attributes between spouses during and after the divorce   
 
3:00 - 3:15 p.m.       Break
 
3:15 - 4:15 p.m.       What’s New In Spousal Support? by Leslie Dawson, Dawson CPA Firm and Eileen Preville, Law Offices of Eileen Preville
                                 - New cases and issues pertaining to spousal, child and family support
 
4:15 - 5:15 p.m.       Stump the Experts by Beverly Brautigam, Brautigam & Co. and Hal                                                                  Bartholomew. Bartholomew & Wasznicky
                                 - Questions and answers…new tax case law.

Advanced Prep:

None

Misc. Information:

12:15 -12:45 lunch presentation is no-credit. For-credit program starts at 1 pm. Bring a brown bag lunch or pre-purchase a box lunch at an additional fee.
Level of Difficulty:
Basic
Field of Interest:
Taxes
Prerequisites:
None
Designed For:
CPAs, attorneys and other professionals who specialize in family law.

Instructors

Gregory C Abel, Esq
Hal D Bartholomew
Hal Bartholomew, JD, CFLS, is the senior partner in the Sacramento Family Law firm of Bartholomew & Wasznicky LLP. He was in the first group of Certified Family Law Specialists in California. Mr. Bartholomew is a Fellow of the International and American Academy of Matrimonial Lawyers and is the co-author of the Tax Consequences of Divorce book that received the Foundation's Outstanding Materials Award in 1999.

Meet Hal Bartholomew and Beverly Brautigam.

Beverly Brautigam, CPA
Beverly Brautigam is the owner of Brautigam & Co. and Brautigam Financial Services located in Elk Grove, CA. Beverly is a General Securities Registered Representative (Series 7 and 66 licensed) and has been accredited as a Personal Financial Specialist by the American Institute of CPAs. She earned her Masters of Business Administration in Taxation at Golden Gate University. Beverly’s professional experience includes Ernst & Ernst, Moss Adams and Coopers & Lybrand. She is the author of Tax Consequences of Marriage, Separation and Divorce, an AICPA self-study course, Tax Consequences of Divorce, California CPA Education Foundation course materials, and Advanced Tax Problems of Marital Dissolutions, California CPA Education Foundation course materials. She has received multiple honors including the 1999 Award for Outstanding Course Materials from the California CPA Education Foundation, 1988 Outstanding Alumna at Golden Gate University, 1987 Award for Instructor Excellence, Education Division from the California Society of CPAs and the 1983 Leader of Women from the Sacramento Chamber of Commerce. Her teaching experience includes Golden Gate University: Masters of Taxation Program and a variety of continuing education courses since 1979 for the California CPA Education Foundation. She has been a frequent lecturer at the annual Tax Accounting Conference and a co-instructor of Tax Consequences of Divorce and its predecessor courses for the California CPA Education Foundation since 1985. Beverly is also a frequent speaker for the American Academy of Matrimonial Lawyers, as well as numerous other organizations. She is a past president of the California CPA Education Foundation, the Sacramento Estate Planning Council, the Rotary Club of Sacramento Foundation and The Rotary Club of Sacramento.
Charles Anthony Burak, ABV, CFF, CPA, CVA

Charlie A. Burak is the managing partner at the firm, Glenn & Burak, LLP 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 family law cases.

Burak is a graduate of the Leadership Contra Costa program. He is chair of the CalCPA State Family Law Section and vice president of the East Bay Chapter of the CalCPA. He is also chair of the Information Technology Committee of the East Bay Chapter. He has written articles and lectured on fraud, business valuation, personal finance and forensic accounting topics. Burak has a wife of 10 years, and two young children. He earned his bachelor’s degree from California State University, Chico. He is an avid fan of most sports, particularly when played by teams from Chicago.

Jeremy Calabro, CPA
Jeremy S. Calabro, CPA, CVA, ABV, is manager at Glenn, Dawson & Burak, LLP. He has been with the firm since 2007. Jeremy is a member of CalCPA since 2007 and currently co-chairs the Technology Commmittee in the East Bay Chapter. He earned his Bachelor's Degree in business, emphasis in Accounting and Information Systems at California State University in Chico in 2006.
Leslie O Dawson, CPA
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 had been appointed as the court's expert in the California Superior Court and is a member of the California CPA Society pro-bono program. Leslie is also involved with the California Society of CPAs, currently serving as chair of the East Bay Litigation Committee and chair of the annual “Tax Issues In Divorce Mini-Conference”. She has served as chair of the statewide Family Law Section and the statewide Family Law Conference (2000). Leslie has also served in various charitable and civic organizations including being appointed in 2011 to a task force for the City of Walnut Creek to develop recommendations for fiscal policies.
Henry Charles Levy, ABV, CFE, CFE/CFF, CGMA, CPA

Hank Levy was recently appointed to fill the term of the Alameda County Treasurer-Tax Collector, and plans to run for election in June 2018 in order to keep the job. Prior to that, he had become a partner in ELLO, LLC, an accounting and consulting firm dedicated to the cannabis industry. ELLO is affiliated with MGO CPAs, a leading California accounting firm and a top 100 firm in the United States. Prior to that, Levy founded The Henry Levy Group (HLG) in 1990 in the Rockridge section of Oakland. HLG grew to six offices and 35 employees. He also helped to found Bridge West, CPAs, a national network of accounting firms dedicated to the cannabis industry, in 2013. HLG obtained its first medical cannabis client in 1998. HLG and now ELLO have over 600 clients in this industry in California, Arizona, Colorado, Maryland, Pennsylvania, Washington, Nevada, DC, and Michigan.

Levy is a nationally-known speaker on accounting for cannabis clients, speaking on the 280E Reform Team with Steve DeAngelo (Harborside Health Center, Oakland) and Henry Wykowski, attorney in the Champ and Olive tax court cases).Levy was an expert witness in the Olive case in 2012, the Harborside tax court case in 2016, among others. He has also been a speaker at other cannabis-based conferences, and is often quoted in national news and cannabis trade publications. Levy has held faculty positions at various colleges and universities in the San Francisco Bay Area; he is regularly appointed by the Superior Courts of California as a forensic expert, business appraiser and referee in family law, civil litigation and tax matters; and he holds credentials in business valuation and fraud examination. He also serves as a forensic and expert witness in litigation matters involving the cannabis industry.

Levy has been continually involved in professional and community service, and is a member of the Alameda County Assessment Appeals Board and director on numerous various non-profit boards; he is also a past president of the East Bay Chapter of CalCPA, past chair of the local advisory board of the local Pacifica radio station, and past member of the City of Oakland Business Budget Advisory Committee. Levy is trained as a professional mediator and is a baseball umpire at the youth, high school, college and adult men’s levels.

Eileen Preville, CFLS, Esq.
Eileen Preville is an attorney in Oakland, her practice limited to mediation and serving as a private judge in family law and family law-related matters. Ms. Preville is certified as a specialist in family law by the State Bar of California and is an associate member of the CalCPA's Family Law Section. She frequently speaks at the CalCPA Education Foundation's annual Family Law Conference and various other local and statewide bar association programs. In 2007 the Family Law Section presented her with its Distinguished Service Award.[Eileen Preville] In 2014 the Education Foundation presented her with the 2013/2014 Award for Meritorious Service
Jeff A Stegner, ABV, CFE, CPA
Jeff A. Stegner is a partner at Armanino McKenna LLP. He has nearly 20 years of public accounting experience and has provided business valuation and litigation support services to businesses, courts and attorneys for the past 10 years. Stegner graduated from San Francisco State University with a bachelor’s degree in business (accounting).
No Agenda or Materials posted.