Program Description
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.
Sponsored by the Committee on Continuing Legal Education and the Family Law Section.
Live CLE Program
Monday, December 3, 2018 | New York State Bar Association
Friday, December 7, 2018 | RIT Inn & Conference Center
Tuesday, December 11, 2018 | Long Island Marriott
Wednesday, December 12, 2018 –CFA Society New York
Pre-register for the Video Replay on December 20, 2018
7.0 MCLE Credits: 6.0 Skills; 1.0 Areas of Professional Practice
NYSBA Member: $175 | Non-Member: $275
Section Member & Early Bird Registration: $150
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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
Program Co-Chairs
Rosalia Baiamonte, Esq., Gassman Baiamonte Gruner, P.C., 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, P.C., Albany
Brett S. Ward, Esq., Blank Rome LLP, NYC
Program Faculty
Bruce J. Wagner, Esq., McNamee Lochner, P.C., Albany
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
Jennifer Powers Rutkey, Esq., Gordon, Tepper & DeCoursey, LLP, Glenville
Jeffrey F. Gibralter, CPA, Klein Liebman & Gresen, LLC, Syosset
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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 segment WILL NOT receive credit for that program segment.
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If you have any questions about this program, please contact staff attorney Sally Bratten.