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Description

AGENDA:

 

7:50 a.m.   Greetings from PICPA Leadership

8:00 a.m.   Unveiling Divorce Planning Tactics

Julie A. Auerbach, JD

Partner | Astor Weiss Kaplan & Mandel LLP

Sandra R. Klevan, CPA, ABV, CFF

Managing Director | Financial Research Associates Inc.

8:50 a.m.   View from the Bench

Honorable Susan Gantman

Pennsylvania Superior Court

9:40 a.m.   Take a Breather

9:55 a.m.   Post-Divorce Financial Planning

Moderator:

Glenn A. Isaac, CFP

Financial Advisor | 1847 Financial

Panelists:

Samantha J. Evian, JD 

Partner | Obermayer Rebmann Maxwell & Hippel LLP

Mark B. Zinman, CPA 

Managing Partner | Zinman & Company

10:45 a.m.   Real Estate Assets and Liabilities

Moderator:

Mitchell E. Benson, CPA, MT, CFF 

Partner | Savran Benson LLP

Panelists:

Adam M. Poutasse, CPA, MAcc

Partner | Savran Benson LLP

Charles J. Meyer, Esq.

Shareholder | Hofstein Weiner & Meyer PC

David J. Steerman, JD

Partner | Klehr Harrison Harvey Branzburg LLP

11:35 a.m.   Lunch Break

12:25 p.m.   Dollars in Divorce

Mary Cushing Doherty, JD

Partner | High Swartz LLP

Marshall H. Schreibstein, JD

Associate | High Swartz LLP

1:15 p.m.   Personal Goodwill

Tom Spadea, JD 

Partner | Spadea Lanard & Lingnana - Attorneys at Law

Steve E. Juska, ASA

Shareholder, Business Valuation and Litigation Support

Pritchard Bieler Gruver & Wilson PC

2:05 p.m.   Snacks and Chats

2:20 p.m.   Same Sex Equality in Marriage and Divorce

David H. Glusman, CPA, DABFA, CFF

Partner in Charge | Philadelphia Region | Marcum LLP

Diana C. Schimmel, JD

Partner | Schimmel Family Law

3:10 p.m.   How to Successfully Build Your Matrimonial and Forensic Litigation Practice

Glenn Block, CPA, ABV, CVA

Block & Aldinger CPAs

Patrick J. Reilly, JD

Partner Attorney | Gross McGinley LLP

4:00 p.m.  See You Next Year

Basic Course Information

Learning Objectives

*To develop a working knowledge and understanding of the legal, accounting, and tax aspects of divorce proceedings.


Major Subjects

*Unveiling Divorce Planning Tactics

* View from the Bench

* Post-Divorce Financial Planning

* Real Estate Assets and Liabilities

* Dollars in Divorce

* Personal Goodwill

* Same Sex Equality in Marriage and Divorce

* How to Successfully Build Your Matrimonial and Forensic Litigation Practice


Course Materials

Faculty


Sandra R. Klevan, CPA, ABV, CFF | Managing Director Related Seminars and Products

Financial Research Associates Inc. Honorable Susan Gantman | Pennsylvania Superior Court












Tom Spadea, JD | Partner Related Seminars and Products

Spadea Lanard & Lingnana - Attorneys at Law







Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

Practitioners who want to expand their practice into the divorce area or assist their current clients with divorce proceedings and understand the divorce process.


Original Recording Date

10/26/2015


Yellow Book

No


Course Developer

PICPA


Date Added to Catalog

10/1/2015


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com(972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Reviews

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Overall:      4.2

Total Reviews: 10