Matrimonial Trial Institute VI: Deconstructing a Business Valuation Report

Matrimonial Trial Institute VI: Deconstructing a Business Valuation Report 

Seasoned matrimonial trial attorneys and forensic expert accountants collaborate in this all-inclusive and fast-paced program designed to provide a better understanding of how a business is valued. Learn how to navigate and break down a forensic business valuation report.  Gain insight into how a forensic report can be used to support the theory of your case or, alternatively, how to challenge its conclusions at trial.  This course will provide you a rare opportunity to observe the interaction between attorneys and forensic accountants in preparation for trial.

Friday, December 7, 2018 | Rochester | RIT Inn & Conference Center
Tuesday, December 11, 2018 | Long Island | Long Island Marriott
Wednesday, December 12, 2018 | NYC | CFA Society 
Video Replay available on December 20, 2018 

9:00 a.m. - 5:00 p.m. at all locations
7.0 MCLE Credits: 6.0 Skills, 1.0 Areas of Professional Practice  

Not Able to Attend in Person?
If you cannot attend the program at the scheduled time and date, the recording will be available to you to access after the presentation date enabling you to watch on your schedule and earn your MCLE credits. * Newly admitted attorneys (less than twenty-four months) must attend the live program in order to earn Skills credits. Newly admitted attorneys are not able to earn Skills credits by viewing the recorded program.

Members who register by Friday, November 3, 2018 pay only $150.00 with our early bird discount 


NYSBA Member: $175.00 | Non-Member: $275
Early-Bird and Section Member:
 $150

Sponsored by the Committee on Continuing Legal Education and The Family Law Section of the New York State Bar Association.   


Agenda Topics 

  • Matrimonial Case Law Update – Recent Decisions
  • Valuation Approaches and Methodologies – A Primer 
  • Anatomy of a Business Valuation Report; Walk Through Court-Appointed/Neutral Expert’s Report
  • Attorney Discussion Panel  - Use of Neutral and Court Appointed Expert vs. Independent Expert; Economic Considerations; Thorny Issues
  • Attorney Consultation with Independent Expert to Deconstruct Business Valuation Report – Examine Strengths and Weaknesses on behalf of Titled and Non-Titled Spouses
  • Full Faculty Panel Discussion - Question and Answer Session

Section Chair

Eric A. Tepper, Esq. | Gordon, Tepper & DeCoursey, LLP, Glenville

Program Planning Committee

Rosalia Baiamonte, Esq., | Gassman Baiamonte Gruner, PC, Garden City
Maureen A. Dunn, Esq., | Johnson & Cohen, LLP, Pearl River
Charles P. Inclima, Esq., | Inclima Law Firm, PLLC, Rochester
Peter R. Stambleck, Esq., | Aronson Mayefsky & Sloan, LLP, NYC
Bruce J. Wagner, Esq., | McNamee, Lochner, Titus & Williams, P.C., Albany
Brett S. Ward, Esq., | Blank Rome LLP, NYC

Albany Program Faculty 
Program Chair | Jennifer Powers Rutkey, Esq., 
Gordon, Tepper & DeCoursey, LLP, Glenville 
Joseph Ammirati, CPA, Baker Tilly Virchow Krause, LLP, Melville 
Lou Cercone, CPA, Brisbane Consulting Group, Garden City  
David M. Siegal, Esq., Assaf & Siegal, PLLC, Albany 
Jeffrey F. Gibralter, CPA, Klein Liebman & Gresen, LLC, Syosset
Bruce J. Wagner, Esq., McNamee Lochner, P.C., Albany

Long Island Program Faculty

Program Chair | Rosalia Baiamonte, Esq., Gassman Baiamonte Gruner, PC, Garden City
Louis J. Cercone, CPA | Brisbane Consulting Group, Buffalo NY
Harold Deiters, III, CPA | Baker Tilly Virchow Krause, LLP,  Melville, NY
David Gresen, CPA | Klein, Liebman & Gresen, LLC, Syosset, NY
Samuel Joseph Ferrara, Esq. | Abrams Fensterman, New Hyde Park, NY
Glenn Koopersmith, Esq. | Law Offices of Glenn Stuart Koopersmith, Esq., Garden City, NY
Kenneth J. Weinstein, Esq. | Law Office of Kenneth J. Weinstein Esq., Garden City, NY

New York City Program Faculty
Program Chair | Peter R. Stambleck, Esq.,  Aronson Mayefsky & Sloan, LLP, NYC
Bruce J. Wagner, Esq., McNamee Lochner, P.C., Albany
Louis J. Cercone, CPA | Brisbane Consulting Group, Buffalo NY
Harold Deiters, III, CPA | Baker Tilly Virchow Krause, LLP,  Melville, NY
David Gresen, CPA | Klein, Liebman & Gresen, LLC, Syosset, NY
Dan Rottenstreich, Esq., Cohen Clair Lans Greifer Thorpe, LLP, NYC 

Rochester Program Faculty 

Program Chair Charles P. Inclima, Esq.,, Inclima Law Firm, PLLC, Rochester 
Seema Ali Rizzo, Esq., Gallo & Iacovangelo, LLP, Rochester  
Louis J. Cercone, CPA | Brisbane Consulting Group, Buffalo NY
Jeffrey F. Gibralter, CPA, Klein Liebman & Gresen, LLC, Syosset
Joseph Ammirati, CPA, Baker Tilly Virchow Krause, LLP, Melville 
Bruce J. Wagner, Esq., McNamee, Lochner, Titus & Williams, P.C., Albany

Newly Admitted Attorneys: To receive skills credit, newly admitted attorneys must take accredited transitional CLE courses in traditional live classroom settings that have been approved by the CLE Board for use by newly admitted attorneys.  For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.  

Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey.  If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.

Partial Credit for Program Segments Not Allowed: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the program WILL NOT receive credit for that program segment.

    Twitter

Follow NYSBA CLE on Twitter! @NYSBACLE for the latest program announcements.

To view the full list of Continuing Legal Education Programs, click here. 

If you have any questions about this program, please contact Sally Bratten, Esq. or Kristina M. Leuschner, Program Coordinator.