Slide Deck

27 Slides available anytime
  • 27 Slides

When Division is a Must: Practical Strategies in Challenging Family Law Cases

 
Family law cases can be tricky. Be aware of tax traps, hidden assets, and valuation methods to ensure you meet your clients’ expectations. Many family law professionals who are required to prepare financial exhibits often do not fully understand how to uncover hidden or concealed assets or income. This topic helps the persons responsible for preparing such financial exhibits understand how first to establish a strategy to identify such hidden or concealed items, and then how to understand the process required for quantifying the amount. The material also explains the method required for analyzing the tax traps inherent in a financial settlement in a family law case. The most common error family law professionals make is to assume that there are no negative or positive tax aspects to an item that is being retained by one spouse solely. It has often led to incorrectly valuing an item by many thousands of dollars. This information is critical for family law professionals engaged in marital dissolutions so they can ensure their financial exhibits are equitable and assists in identifying the types of items that require further analysis to meet the expectations of their clients.

Faculty

Elgin F. Polo, CPA, ABV, CVA

Elgin F. Polo, CPA, ABV, CVA

Forensic Partners USA, LLC

Agenda

Faculty

Elgin F. Polo, CPA, ABV, CVA

Elgin F. Polo, CPA, ABV, CVA

Forensic Partners USA, LLC

  • Founding member of Forensic Partners USA, LLC
  • Practice emphasizes all aspects of forensic and valuation services
  • Court appointed to assist in resolving some of the most complex issues in divorce cases
  • Serves as an expert witness in business valuations and forensic accounting and has testified in various courts in South Florida
  • Adjunct professor in accounting at Florida International University and frequent lecturer at various institutions and universities.
  • Florida licensed certified public accountant
  • Certified as a valuation analyst by the National Association of Certified Valuation Analysts as well as holding the accreditation in business valuations from the American Institute of Certified Public Accountants
  • M.B.A. Degree, with a concentration in taxation, University of Miami; B.S. Degree in accounting, Binghamton University
  • Can be contacted at [email protected] or (305) 299-7350

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.