Family Law Conference
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American Institute of Certified Public Accountants introduces the Family Law Conference MAY 18-20, 2011 Bellagio Las Vegas, NV Early Bird Registration Save Pre-Conference $ 75 Value-Added Workshop by 4/3/11 Wednesday, May 18th An interactive workshop designed to enhance your communication skills and make your testimony more effective! This cutting-edge conference covers the key valuation, tax, and financial issues impacting family law practice today. Don’t Miss Keynote Speaker: Judge Michele Lowrance, renowned mediator, author and TV analyst, who shares her views on The Good Karma Divorce. Hotel cut off date: 4/25/2011 FVS Section Members SAVE AN ADDITIONAL $100 Learn more or register cpa2biz.com/conferences | 888.777.7077 Learn more or register | cpa2biz.com | 888.777.7077 1 The Honorable Michele Lowrance Michele F. Lowrance spent 20 years as a domestic relations and entertainment lawyer. A Domestic Relations Judge in the Circuit Court of Cook County since 1995, she authored Visitation Guidelines for Cook County, and produced and chaired a statewide judicial conference on “How to Tell if People Are Lying.” Lowrance was a regular weekly guest on Jonathan Brandmeir’s Radio WLS program “Trust Me, I’m a Lawyer.” She also produced and hosted the Infinity Broadcasting talk radio show “Your Health Matters” for five years, interviewing guests such as Deepak Chopra, Dr. Andrew Weil and Dr. John Grey. She has made numerous guest TV appearances, and has appeared on “American Justice” with Bill Kurtis. She is a regular guest lecturer at Chicago Divorce University, the Chicago Bar Association, The University of Chicago, and Northwestern University. Lowrance, a child of divorce who was raised by her grandparents, is also divorced. Her professional life has been devoted to helping those similarly situated. The premise of her new book, The Good Karma Divorce, maintains that the American court system was not built to house or process the violent emotions unleashed by divorce, which are universal, no matter the tax bracket or the profile of the divorcing couple. Her book lays out a practical and helpful roadmap for a radically new way to approach divorce: avoid litigation, turn negative emotions into positive ones, and get on with the rest of your life. New Conference! AICPA Working for You We are constantly assessing the hands-on training and continuing education opportunities to help you stay up to date in this fast-paced, dynamic profession. The brand new Family Law Conference is the latest offering to help you do just that. With skyrocketing divorce rates, many times CPAs today are required to consult on complex financial matters related to, or resulting from, divorce proceedings. These can include estate planning, real estate transfers, division of personal and/or business assets, alimony/spousal maintenance agreements and the financial implications of those settlement proposals. These engagements demand that CPAs hone their skills and expertise beyond basic accounting to include business valuation, tax, and financial forensics. A recent Accounting Today Top 100 survey shows that business valuation, litigation support and financial forensics/fraud are among the top practice areas and growing fast. And the AICPA is here to help you maximize your professional opportunities and expertise. An Eco-Friendly and BENEFITS JUST Paperless Initiative In an effort to be more environmentally friendly, cost conscious FOR ATTENDEES! and forward-thinking, AICPA Meetings & Conferences is offering participants access to conference materials via a *Be sure to supply a valid email address when registering. Instructions to access the speaker materials website speaker materials website in advance of the conference. [AICPAConferenceMaterials.com] are distributed via *Conference manuals with session outlines email approximately two weeks prior to the start of the conference. Also, add [email protected] to your safe will not be provided onsite sender list. 2 Register by 4/3/11 SAVE $75! Let experts guide you through the issues and challenges of family law services. Gain competitive advantage and expand your practice in this growing field. As the scope of specialized services that CPAs can offer continues to expand, savvy practitioners will stake out practice areas where they can take the lead as valued and trusted advisors. This year’s debut of the AICPA Family Law Conference is not only timely, but it breaks new ground—strategically focusing on the interrelated aspects and financial implications of business & family, litigation & divorce, valuation & tax issues of property division. You’ll get the technical know-how you need to competently deal with these issues, as well as insights and ideas that will add value to your services and raise the trust level with your clients. Take the opportunity to invest in your future and attend this AICPA first-of-its-kind learning forum! Who Should Attend Hot Topics CPAs in public accounting and consulting with an interest in business valuation; Business Valuation: The Basics & Beyond CPAs with 5-10 years experience who A Guide for CPAs: How to Act in Court want to delve more into family law; Using Tax Planning to Settle a Divorce CPAs handling 10-15 divorces per year; Discovery: Hidden Assets and CPAs looking to broaden their role as Unreported Income advisors in valuation, taxation, litigation Practice Management Issues in Family Law and forensic services. Seasoned Team of Experts. Real-World Practical Advice. Networking Opportunities. Hear a wide range of perspectives from the nation’s leading thought leaders and experts— in business valuation, financial forensics, litigation support and tax practice—and learn how the confluence of these disciplines affects family law issues. Stacy Collins, Randy Kessler, Don DeGrazia, Tom Hilton and Ron Seigneur, are among the top names on hand to offer technical training tips, timely guidance, and best practices on a wide range of pertinent topics. Presenters will also take a deeper look at the impact of healthcare reform, reducing tax exposure, and marital dissolution in tough economic times. You can mix and mingle with the best and the brightest at breakfasts, lunches, breaks and receptions, and stay current on the latest developments in this fast-changing practice niche. Did you know… • An average divorce today takes two years with a median cost of $30K* • The divorce rate is 50% and even higher for second marriages* • Three-quarters of all states recognize common law marriages and courts treat these separations like divorce** • Third-party mediation is a possible alternative to resolving conflict without going to court** * The Good Karma Divorce ** Divorce Lawyer Source Learn more or register | cpa2biz.com | 888.777.7077 3 Conference Agenda Topics and speakers are subject to change FIELDS OF STUDY A-AccOUNTING MKT-MARKETING SKA-SPECIALIZED KNOWLEDGE AND APPLICATIONS T-TAX Pre-CONFerence WEDNESDay, May 18 / vaLUE-ADDED WORKSHOP 7:00 am - 5:30 pm Registration & Message Center Open 8:00 am - 11:00 am Pre-Conference Workshop (additional fee) 101 Winning the Battle of the Experts: How to Get the Edge SKA Stacy Collins, CPA/ABV, CFF, Managing Director, Financial Research Associates, Bala Cynwyd, PA Randy Kessler, Esq., Founding Partner, Kessler Schwarz & Solomiany, PC, Atlanta, GA Jim Lawrence, J.D., M.A., Director, Blakely Advocacy Institute, University of Houston Law Center, Houston, TX Greg Ortiz, Esq., Partner, Ham & Ortiz, LLC, Highlands Ranch, CO Effective testimony is more than just knowing the facts. One of the most challenging aspects of the forensic accounting field is learning how to present one’s professional opinions to a judge or jury in a clear and understandable way. This interactive session will focus on the communication skills necessary to be an expert witness. The format for this session is taken from an old Chinese proverb: Tell me and I will forget, show me and I may remember, involve me and I will understand. • Tell Me: The session begins with a short lecture on the fundamental principles of communication, based on the Neuro-Linguistic Programming model • Show Me: A demonstration of effective and ineffective testimony—using the principles discussed—follows the lecture presentation • Involve Me: The workshop culminates with attendees having the opportunity to practice the skills demonstrated by completing a direct and cross examination exercise. Note: The scope of the exercise will be dictated by the number of people attending the session Main CONFerence WEDNESDay, May 18 / Day ONE 12:00 pm - 12:10 pm Welcome & Introduction Jerome Johnson, Conference Committee Chairman, Principal, Burrage & Johnson, CPAs, LLC, Albuquerque, NM 12:10 pm - 1:00 pm Keynote Presentation 1 The Good Karma Divorce SKA Michele Lowrance, B.A., J.D., Mediator, Circuit Court Judge, Cook County Illinois, Chicago, IL What really happens in court? How can the financial expert benefit the clients in and out of the court? This presentation will describe the difficult process of the divorcing person, including the turbulent emotions that the financial expert will have to deal with. The formula for The Good Karma Divorce will be summarized, providing a roadmap to show you how to use it, as the financial component is a big part of the formula. 1:05 pm - 2:20 pm General Session 2 Rules of Evidence, Draft Reports, Professional Standards SKA Tom Hilton, CPA/ABV/CFF, ASA, CVA, Partner, Anders Minkler & Diehl LLP, St. Louis, MO Participants in this session will gain an awareness of the Federal Rules