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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 Polo, CPA, ABV, CVA

Elgin Polo, CPA, ABV, CVA

Forensic Partners USA, LLC

Agenda

Faculty

Elgin Polo, CPA, ABV, CVA

Elgin Polo, CPA, ABV, CVA

Forensic Partners USA, LLC

  • Partner in the office of Kabat, Schertzer, De La Torre, Taraboulos & Co., LLC
  • Practice emphasizes all aspects of forensic and valuation services
  • Conducts regular seminars and workshops on numerous family law engagements
  • Membership information: Florida Bar Family Law Section, Florida Institute of Certified Public Accountants, American Institute of Certified Public Accountants, Estate Planning Council of Greater Miami, National Association of Certified Valuation Analysts, Association of Certified Fraud Examiners, Business Networking International
  • 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 305-670-3370, ext. 2035

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