Continuing the theme that we began in the fall 2008 family law program that discussed different business entities—now that you can distinguish the characteristics of different business forms, how do you understand and utilize these entities’ tax returns, especially against the backdrop of today’s unique and challenging economic climate?

After the useful review of the latest cases, legislation and trends in matrimonial law, the program speakers utilize sample, completed tax forms to highlight the “gems,” the specific items of key importance contained therein, so that you in turn can better counsel your clients and hone your strategy for dealing with a case’s financial issues.

Working as a team, the CPA and matrimonial lawyer faculty members will convey what story the tax returns reveal, the gems hidden in them, and what the lawyer may be overlooking but should be asking for, all of which can make a critical difference in your case.

The program’s final topic addresses many of the thorny tax questions matrimonial attorneys confront on an ongoing basis in the course of handling and negotiating their cases.

Program Contents
• Recent Decisions, New Legislation and Developing Trends in Matrimonial Law
• What Financial Statements and the Critical “Lines” and “Boxes” on the Tax Returns Can Teach, and Reveal to, the Matrimonial Lawyer
• Helpful Answers to Nagging Tax and Financial Questions

Program Speakers

John R. Johnson, CPA, ABV, CBA
Managing Partner
BST Valuation & Litigation Advisors LLC
—Albany and New York City

Pamela M. Sloan, Esq.
Sheresky Aronson Mayefsky & Sloan LLP
—New York City

Bruce J. Wagner, Esq.
McNamee, Lochner, Titus & Williams, P.C.
—Albany

Adam John Wolff, Esq.
Kasowitz, Benson, Torres & Friedman, LLP
—New York City

Total MCLE Credits  4.0
Ethics MCLE Credits 0.0


* Each additional person who uses the tapes for MCLE credit must purchase a copy of the “MCLE coursebook.”