We hope that as adults, couples who are divorcing will act honestly and be forthcoming during divorce proceedings. But when there is money involved, make sure you are doing everything you can for your client.
How can you be sure the other party is disclosing all of their income and assets? What are the tools available to family law attorneys to ensure you are seeing what you need to see during the discovery phase of the case? What do different financial documents mean and how do you deal with them? How can you find assets if they are hidden? Do you need an expert? This experienced panel deep dives into these thorny issues. Come away from this program with a better understanding of the steps you need to take in your next divorce case to protect your client.
The Tax Cuts and Jobs Act (TCJA) changed the way that alimony is taxed, but there are other implications in divorce cases, particularly if individuals are self-employed. The stakes are high in divorce cases, and you owe it to your clients to be up to date. Spend three hours making sure you are at the cutting edge of family law financial forensics!
How can you be sure the other party is disclosing all of their income and assets? What are the tools available to family law attorneys to ensure you are seeing what you need to see during the discovery phase of the case? What do different financial documents mean and how do you deal with them? How can you find assets if they are hidden? Do you need an expert? This experienced panel deep dives into these thorny issues. Come away from this program with a better understanding of the steps you need to take in your next divorce case to protect your client.
The Tax Cuts and Jobs Act (TCJA) changed the way that alimony is taxed, but there are other implications in divorce cases, particularly if individuals are self-employed. The stakes are high in divorce cases, and you owe it to your clients to be up to date. Spend three hours making sure you are at the cutting edge of family law financial forensics!
Course Content
1:00 pm - 1:05 pmWelcome and Introduction
1:05 pm - 1:35 pm
Discovery Issues: Use of Subpoenas, Depositions, and Experts
Jonathan E. Fields, Esq.,
Fields and Dennis LLP, Wellesley
1:35 pm - 2:20 pm
Interpreting Documents: Identify What Your Clients Don’t Tell You
Marc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
Alexander D. Jones, Esq.,
Brick, Jones, McBrien & Hickey LLP, Needham
2:20 pm - 2:30 pm
Networking and Refreshment Break
2:30 pm - 3:15 pm
Reconstructing Income: When Documents Don’t Portray Reality
Jason R. Pierce, CPA, CMA, CFM, CVA,
JS Held LLC, Boston
3:15 pm - 4:00 pm
Revisiting JS v. CC: Potential Business and Income Issues Related to the TCJA
Marc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
,
4:00 pm - 4:45 pm
Tips for Finding Hidden Assets
Panel
4:45 pm - 5:00 pm
Q&A Session
Panel
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
CochairsMarc D. Bello, CPA/ABV, CVA, MAFF,
Willamette Management Associates, Boston
Alexander D. Jones, Esq.,
Brick, Jones, McBrien & Hickey LLP, Needham
Faculty
Jonathan E. Fields, Esq.,
Fields and Dennis LLP, Wellesley
Alisa L. Hacker, Esq.,
Hacker Law Group LLC, Stoneham
Jason R. Pierce, CPA, CMA, CFM, CVA,
JS Held LLC, Boston
