Family Law Conference | 5151236A

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It's Complicated isn't just a Hollywood movie; the phrase perfectly describes the challenges faced every day by CPAs and attorneys working in family law. The Family Law Conference addresses the wide range of legal, tax, financial and valuation issues related to separation and divorce. CPAs, attorneys, judges and other professionals attend this event to deepen their knowledge of the complex issues related to family law including: California community property, income available for support, forensic accounting related to dissolution and best practices to protect your client in court. Seasoned practitioners, who specialize in family law, will share their expertise with you. This conference provides an excellent opportunity to meet, mingle and discuss your questions with judicial officers, accountants and lawyers who specialize in family law.

All CalCPA Education Foundation conferences include:

  • Free WiFi
  • Discounted parking
  • Continental breakfast
  • Networking lunch (Plated lunch provided)
  • Afternoon refreshments

Objectives:

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

Major Subjects:

2015 subjects will be available soon. 2014 major subjects included:

  • Case law update
  • Tracing, title, transmutation: The landscape has changed
  • The road less traveled: Tracing in cases with incomplete documents
  • Same sex marriages: More answers, fewer questions!
  • Characterization issues arising in business transactions: Beyond the sales price

 

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.

Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.

To ensure that all credit is properly recorded, please review your information and update your CPA, CFP, CTEC or Bar license number(s).

Sponsors

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 current knowledge of family law cases and issues.

Instructors

Brian Michael Boone, CPA
Brian M. Boone, CPA, ABV, CFF, CVA, CFA—In 1996, Brian M. Boone joined the firm of Schultze, Wallace & O’Neil (SWO) as a manager. Soon after, he joined David Schultze as a principal shareholder in Schultze, Boone and Associates. Boone has been qualified as an expert and has testified in court in multiple counties in California and three counties in Nevada on all aspects of family law litigation, and also providing economic damage calculation in personal injury, wrongful termination, and wrongful death civil actions. He has also served as a court-approved turn-around consultant to debtor-in-possession in a large Chapter 11 (reorganization) bankruptcy, has provided valuations for transactional purposes, and has been retained to provide other general business consultations. Boone earned his bachelor’s degree in economics and accounting from Claremont McKenna College, after which he began his career with Touche Ross, assisting in the audits of large commercial entities. He later joined Western Sunrise Mortgage Corporation (WSMC), where he served as Vice President and Chief Financial Officer. In 1997, Boone received his master’s in business administration with concentrations in both finance and marketing from the University of California, Davis.
Keith M Clemens, Commissioner (Ret.)

The Honorable Keith M. Clemens serves as a private judge for dispute resolution. He conducts trials and hearings as a temporary judge (judge pro tem), arbitrations, mediations, settlement conferences, and Code of Civil Procedure §§ 638 and 639 reference hearings. He also serves as a discovery referee, case management officer, and special master/family facilitator. He previously served as Los Angeles Superior Court Commissioner. Commissioner Clemens presided over family law direct calendar courts in Los Angeles Superior Court Department NV-J (San Fernando) from July 1991 through December 2002, and Department 9 (Central District) from January 2003 to November 1996. During that time he also handled a four-month temporary assignment to a criminal court, which included felony jury trials and a criminal law calendar. He served as an adjunct associate professor of law at Southwestern University School of Law from spring 2006 to summer 2008, and in the fall of 2005, he was an adjunct professor of law at the University of West Los Angeles School of Law. Since 1991, he has been an instructor, panelist or speaker for more than 100 continuing legal education programs.

Commissioner Clemens was a partner at the Center for Enforcement of Family Support in Los Angeles, enforcing child and spousal support orders, from 1985 through 1991. He also worked as in-house counsel for the Atlantic Richfield Company from 1979 to 1984, and prior to that was in private practice from 1973 to 1979, emphasizing business litigation and business transactions. Commissioner Clemens served on several committees for the Los Angeles Superior Court, and participated in the revisions of the Family Law Court Stipulation Forms. He has authored many family law-related articles, including the last 24 annual Family Law Update books summarizing all new published California family law cases, other related cases, and new and revised California statutes applicable to family law. He has been a member of the board of directors of Levitt & Quinn Family Law Center, Inc., a non-profit law firm, since January 1998. He earned his bachelor’s degree in economics from the University of California, Berkeley in 1964, and his juris doctor degree from the University of California, Los Angeles in 1973 where he received the Order of the Coif and the Criminal Courts Bar Association Award and served as associate editor of the UCLA Law Review, as vice president of the Student Bar Association, and co-founder of the UCLA Corrections Law Program.

Michelle Williams Court
Garrett C. Dailey, AAML, CFLS, Esq, Esq.

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.

Terence Doyle, Esq
Darlene Lynn Elmore, ABV, CPA

Darlene L. Elmore, CPA, ABV, CFF has over 28 years of experience as an accountant and has worked in public accounting for the last 23. With an office in Santa Rosa, her practice is focused on providing forensic accounting analysis and services and business valuation, with a special emphasis on family law matters. In addition to her certification as a CPA, she is Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the AICPA.

Reva Goetz
Judge Reva G. Goetz was appointed as a Superior Court Judge in February 2010. She first took the bench as a Commissioner in November 1991. Judge Goetz was assigned to the Family Law Department in Van Nuys from 2014 to 2015 and was assigned to the Family Law Department at the Stanley Mosk Courthouse in downtown Los Angeles from 2001 to March 2007. Judge Goetz sat in the Probate Department in the Stanley Mosk Courthouse from March 2007 to August 2014 where her calendar consisted of all matters related to Trusts, Estates, Conservatorships, and Guardianships. Prior to her appointment to the bench Judge Goetz was a Deputy District Attorney assigned to the Major Fraud Unit. Prior to practicing law, and while attending law school, Judge Goetz worked as a Financial Analyst and Accountant. Judge Goetz received her law degree from Whittier Law School, where she was an Editor on the Law Review, and her undergraduate degree in Anthropology from UCLA.
James Good, CFF
James M. Good is a partner at Gursey | Schneider LLP in the firm’s litigation services department where he specializes in forensic accounting for family law, particularly in long-cause matters. He has provided litigation accounting services to executives and owners of both public and closely-held corporations and partnerships in the following industries: investments (including private equity and hedge funds), medical, agricultural, manufacturing, printing and publishing, real estate, marketing and entertainment. With over 16 years of experience at Gursey |Schneider, Good has performed a wide range of litigation accounting services including numerous complex asset tracings, business appraisals and marital standard of living analyses for support purposes. Further, he has been involved in the development and implementation of algorithms underlying Gursey | Schneider’s proprietary tracing programs. Good graduated from the University of California, Los Angeles with a bachelor’s degree in mathematics/applied science with an emphasis in accounting and decision science. He is a Certified Public Accountant licensed in the state of California. He is a member of the American Institute of Certified Public Accountants (AICPA) and holds the AICPA-issued Certified in Financial Forensics credential.
Terry Meador Hargrave, ABV, CFE, CFF, CPA
Terry Hargrave is a shareholder in Hargrave & Hargrave, AAC. Her practice emphasis is forensic accounting. She was an instructor and co-author of “Valuation of Small and Medium Sized Businesses,” an eight-hour course for CalCPA for 14 years. She was also an instructor for the AICPA’s Business Valuation Series and was presented the “Outstanding Instructor” award. She has qualified as an expert witness in Los Angeles Superior Court, Kern County Superior Court, the County of Riverside, and Orange County Superior Court, and has also been appointed as the court’s expert pursuant to Civil Code Section 730 and Section 639. Hargrave is an Accredited Business Valuator and chair of the CalCPA Family Law Section, and holds a bachelor’s degree in economics.” Prior to joining Hargrave & Hargrave, she was the chief financial officer for an investment holding company as well as a real estate development and management company. As CFO, she prepared valuations of public and privately owned companies for investment purposes. Hargrave also negotiated and closed transactions totaling over $130 million. Her experience includes negotiating purchase and sale transactions, loan negotiation and closing, joint venture agreements, property management and lease negotiations, construction contracts and dispute resolution, and managing the preparation of real estate appraisals.
Theodore D. Israel, ABV, CFF, CPA, 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.

Jeffrey A. Koncius, Esq.
Justice Thomas Trent Lewis, AAML, CFLS, Esq, Esq.

The Honorable Thomas Trent Lewis serves in the Family Law Department in the Superior Court of Los Angeles County as the Assistant Supervising Judge of the Family Law Division. Judge Lewis practiced family law for over 28 years, and was designated a Certified Family Law Specialist in 1985. In 1988 he was inducted into the American Academy of Matrimonial Lawyers. He served as the chair of the Board of Legal Specialization for the State of California and president of the San Fernando Valley Bar Association.

Judge Lewis serves on the California Court’s Family and Juvenile Law Advisory Committee; and the California Court’s Judicial Training Committee for Family Law (CJER). He is the president of the California Chapter of the Association of Family and Conciliation Courts (AFCC). Judge Lewis teaches for Thomson West’s Rutter Group CFLR Family Law Review Course, CFLR Advanced Family Law Course, the Expert Series on Evidence, and the Family Law Trial Advocacy and other programs. He is an author of the Rutter Group Family Law Practice Guide and has presented over 150 different continuing education programs since his appointment.

In 2010, Judge Lewis was awarded the Outstanding Jurist Award by the American Academy of Matrimonial Lawyers’ Southern California Chapter. In 2012, he was awarded the Ethel Levitt Humanitarian Award by Levitt Quinn Family Law Center, a nonprofit legal service provider in Los Angeles County and the Outstanding Contribution to Family Law Award from the California Association of Certified Family Law Specialists.

John P McCall
Maren E Nelson
Patrick J Perry
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
Jeremy Salvador
Jeremy Salvador is a manager at Miod & Company, LLP where he specializes in forensic accounting for civil and family law litigation. Prior to starting his career in public accounting, Salvador started a web and technology consulting practice for small to medium-sized businesses. At the age of 16, he was the youngest member of his chamber of commerce and was recognized as a local authority on emerging web and mobile technologies. He has been published by the State Bar of California’s Family Law News, Valley Lawyer, Gizmodo, Engadget, and MacRumors. Salvador is a member of CalCPA, where he is active in the Family Law section and the Young and Emerging Professionals (YEP) group. He holds a certificate in management, an associate’s degree in business administration, and a bachelor’s degree in accounting with a minor in finance from California State University, San Bernardino.
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.
Laura A. Zwicker, Esq.
Laura Zwicker chairs Greenberg Glusker's Private Client Services Group. Ms. Zwicker's practice focuses primarily on counseling high net worth individuals and their families in connection with domestic and international estate and tax planning issues and business succession planning; advising financial institutions with regard to fiduciary and custodial issues; forming, advising and dissolving non-profit organizations; and probate and post-death trust administration. Ms. Zwicker has received many accolades, including being ranked in Chambers and Partners USA and their inaugural Global High Net Worth Guide (2016) for Private Wealth Management; as a “Top Woman Lawyer” by the Daily Journal (2016); as a “Trust & Estate Trailblazers” by the National Law Journal (2016); Best Lawyers in America (2013-2016); Los Angeles Business Journal’s “Who’s Who In L.A. Law” (2009); Southern California Super Lawyers for Estate Planning & Probate (20102016) ; and she is rated "AV Preeminent 5.0 out of 5," by Martindale Hubbell. She frequently provides media commentary, including "Prince Died Without A Will. What Happens Next To His $150 Million-Plus Estate?,” Forbes, April 27, 2016, and "Robin Williams Posthumously Blocks a New Aladdin Sequel Featuring His Voice," Vanity Fair, November 2015. Estate Planning Experience: Counsels high net worth families regarding the creation of estate planning structures that not only minimize transfer taxes but that also reflect the values of the family with respect to education, charitable giving and community involvement

Materials:

  • Materials - ebook
  • Materials - Hardcopy Textbook ($25 fee/must order 5 business days prior to event)

Sponsors

Family Law Software
Supporting

Sponsors