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
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
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.
• Recent Decisions, New Legislation and Developing Trends in
• What Financial Statements and the Critical “Lines”
and “Boxes” on the Tax Returns Can Teach, and Reveal to, the
• Helpful Answers to Nagging Tax and Financial Questions
John R. Johnson, CPA, ABV, CBA
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.
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.”
NEW YORK STATE BAR ASSOCIATION, ONE ELK STREET, ALBANY, NY 12207 PH: (518) 463-3200 SECURE FX: (518) 463-5993
Copyright © New York State Bar Association, 2011