The family-owned business is a source of complexity for family law attorneys. Tracking income for a company that may not have an immaculate accounting system, may have several transactions off the books, or sees assets comingled with nonbusiness accounts is complex and trying. Valuing these businesses is even more difficult.
The experienced panel examines this topic in-depth. The faculty looks at the family business, not just from a forensics perspective, but also from a valuation perspective, and provides a practical approach for how to best deal with the family business once you know what it is worth.
This practical program offers expert guidance to assist practitioners in understanding the complexities of the family business. A fair resolution for your client relies on an accurate accounting of the family business.
The experienced panel examines this topic in-depth. The faculty looks at the family business, not just from a forensics perspective, but also from a valuation perspective, and provides a practical approach for how to best deal with the family business once you know what it is worth.
This practical program offers expert guidance to assist practitioners in understanding the complexities of the family business. A fair resolution for your client relies on an accurate accounting of the family business.
Course Content
9:30 am - 9:35 amWelcome and Introduction
9:35 am - 9:40 am
Retention, Experts
Felix S. Betro, Esq.,
Law Office of Felix S. Betro, Foxborough
9:40 am - 9:53 am
Process, Appraisers
Felix S. Betro, Esq.,
Law Office of Felix S. Betro, Foxborough
9:53 am - 10:06 am
Concepts and Emerging Issues
Gary E. Blumenthal,
Betro and Company, PC, Foxborough
10:06 am - 10:32 am
Art / Standards
Heather Tullar, ASA, CPA/ABV, CFF ,
Valuation Research Corporation, Norwood
10:32 am - 11:01 am
Procedure / Process
Felix S. Betro, Esq.,
Law Office of Felix S. Betro, Foxborough
11:01 am - 11:17 am
Break
11:17am - 11:32 am
Forensics
Heather Tullar, ASA, CPA/ABV, CFF ,
Valuation Research Corporation, Norwood
11:32 am - 11:37 am
Subjective / Double Dip
Gary E. Blumenthal,
Betro and Company, PC, Foxborough
11:37 am -11:45 am
Tax Affecting
Heather Tullar, ASA, CPA/ABV, CFF ,
Valuation Research Corporation, Norwood
11:45 am - 12:01 pm
Stock Options
Felix S. Betro, Esq.,
Law Office of Felix S. Betro, Foxborough
12:01 pm - 12:09 pm
Alimony
Gary E. Blumenthal,
Betro and Company, PC, Foxborough
12:09 pm - 12:30 pm
'Ask the Experts' Q&A Session and Key Takeaways
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
ChairFelix S. Betro, Esq.,
Law Office of Felix S. Betro, Foxborough
Faculty
Gary E. Blumenthal,
Betro and Company, PC, Foxborough
Heather Tullar, ASA, CPA/ABV, CFF ,
Valuation Research Corporation, Norwood
