CALCPA.ORG/FLC

FAMILY LAW CONFERENCENOV. 12|LOS ANGELES AIRPORT

NOV. 13|SAN FRANCISCO AND WEBCAST

CONFERENCE PLANNING COMMITTEE

FAMILY LAW CONFERENCE

Jeremy Salvador Miod and Company, LLPConference Co-Chair

Darlene L. Elmore, CPA, ABV, CFF Darlene L. ElmoreConference Co-Chair

Brian M. Boone, CPA, ABV, CFF, CVA, CFA Schultze Boone & Silva

Charles Burak, CPA, ABV, CVA, CFF, CFEGlenn & Burak, LLP

Bruce A. Clemens, Esq. Jaffe & Clemens

Cindy V. Craig, CPA, ABV, CFF Cynthia V. Craig, CPA

Leslie O. Dawson, CPA, ABV, CFF, CVA Dawson CPA Firm

Denise M. Frey, CPA, ABV, CFF, CVA Israel Frey Group LLP

Donald Glenn, CPA, ABV, CVA, CFF, CFE Glenn & Burak, LLP

Terry M. Hargrave, CPA, ABV, CFF, CFE Hargrave & Hargrave, AAC

Lorna A. Mouton Riff, CPA, CFF Jaffe & Clemens

Eileen Preville, Esq. Law Offices of Eileen Preville

Mike Radakovich, CPA, ABV, CFF, CVA Radakovich, Shaw & Blythe, LLP

Robert O. Watts, CPA Gursey | Schneider LLP

Westin Los Angeles Airport; 5400 West Century Boulevard; Los Angeles,California, 90045

Nov. 12 | Los Angeles AirportHyatt Regency San Francisco; 5 Embarcadero Center; San Francisco, California, 94111

Nov. 13 | San Francisco & Webcast

1:35

Overview:It’s Complicated isn’t just a Hollywood movie; the phrase perfectly describes the challenges faced every day by CPAs and attorneys working in family law. The Family Law Conference addresses the wide range of legal, tax, financial and valuation issues related to separation and divorce.

CPAs, attorneys, judges and other professionals attend this event to deepen their knowledge of the complex issues related to family law including: California community property, income available for support, forensic accounting related to dissolution and best practices. Seasoned practitioners, who specialize in family law, will share their expertise with you.

This conference provides an excellent opportunity to meet, mingle and discuss your questions with judicial officers, accountants and lawyers who specialize in family law.

Designed for: CPAs, attorneys, judges, other professionals and staff who require current knowledge of family law cases and issues.

Credit Information: CPE 8 Hours MCLE 6.5 HoursLS-FL 6.5 HoursLS-EP 1 Hour AA 1 Hour* FR 1 Hour*

* 3:40 p.m. session “Addressing Your Client’s Fraud Allegations” qualifies for 1 hour of AA and FR credit.

CONFERENCE OVERVIEW

Welcome

Family Law Update

BREAK

In re: Marriage of Honer: Legal Constraints Dissolved

Tensions Between Community and Separate Property: Tracing, Apportionment and Presumptions

LUNCH (Plated lunch provided)

KEYNOTE SPEAKERIn Los Angeles: Hon. Maren E. NelsonIn San Francisco: Hon. Dennis A. Cornell

Can You Trust the Trust?

BREAK

Concurrent Sessions (choose one):

Technology Update

Relationship Between Support and Marital Standard of Living (MSOL)

Concurrent Sessions (choose one):

Electronically Stored Information:New Opportunities and Mandatory Obligations

Addressing Your Client’s Fraud Allegations

ADJOURN

AGENDA AT-A-GLANCE8:30

9:50

12:00

1:00

2:35

8:35

10:05

11:05

2:50

CONFERENCE PLANNING COMMITTEE

3:40

4:30

Nov. 13 | San Francisco & Webcast

8:30

8:35

9:50

SESSION DETAILSWelcome

Jeremy Salvador Conference Co-Chair Miod and Company, LLP

Darlene L. Elmore, CPA, ABV, CFFConference Co-ChairDarlene L. Elmore

Family Law Update

• Current Cases

Garrett C. Dailey, Esq., CFLS, AAMLAttorney’s Briefcase, Inc.

BREAK

In re: Marriage of Honer: Legal Constraints Dissolved • More appraisal methods authorized• Marital value confirmed• Credible/superior appraisal practice • What to do with the gap between date of

separation, date of valuation and date of trial

PanelistsThe Honorable Thomas Trent LewisLos Angeles County Superior Court

Garrett C. Dailey, Esq., CFLS, AAMLAttorney’s Briefcase, Inc.

Terry M. Hargrave, CPA, ABV, CFF, CFEHargrave & Hargrave, AAC

Tensions Between Community and Separate Property: Tracing, Apportionment and Presumptions• Characterization of earnings from “impure

assets”• Distributions from separate business with

community interest• Impact of reasonable compensation• Presumptions and burden of proof

Commissioner Patrick Perry Superior Court of California, County of San Luis Obispo

Brian M. Boone, CPA, ABV, CFF, CVA, CFASchultze Boone & SilvaSacramento

Eileen Preville, Esq.Law Offices of Eileen Preville

LUNCH (plated lunch provided)

Keynote Speaker

In Los Angeles The Honorable Maren E. NelsonSuperior Court of CaliforniaLos Angeles

In San Francisco The Honorable Dennis A. Cornell (Ret.)

Can You Trust the Trust?• Reasons trusts are established

• Tax attributes to consider when structuring the property settlement

• Obtaining information about the trust assets • Considerations for family law courts

• Trust assets to use when determining property division

• Trust income to use when in determining support

• What can the court compel?

ModeratorTheodore D. Israel, CPA, ABV, CFF, CVAIsrael Frey Group LLP

PanelistsTerence D. Doyle, Esq.Doyle Quane Family Law Group

Laura A. Zwicker, Esq.Greenberg Glusker Fields Claman & Machtinger LLPVenable LLP

BREAK

1:00

1:35

11:05

12:15

2:35

10:05

Concurrent Sessions (choose one)

Technology Update• Our Personal Black Box: The Use of Activity

Trackers (e.g. iPhones)• Paperless technology• Microsoft Office 365• Technology to use at trial• Video conferencing now available to all (and free)

Jeffrey A. Koncius, Esq.Kiesel Law LLP

OR

Relationship Between Support and Marital Standard of Living (MSOL)• Case law• Relevancy of MSOL and temporary support,

fluctuating income• Cap set in In re: Marriage of Ostler & Smith• MSOL for modifications• Recipient’s income and relationship to MSOL• Does MSOL matter (now and future income)

James Good, CPA, CFFGursey | Schneider LLP

Kelly J. Shindell DeLacey, Esq.Sideman & Bancroft

In Southern California The Honorable Michelle Williams CourtLos Angeles Superior Court

In Northern California Hon. Christopher R. Bowen Superior Court of Contra Costa County

2:50 3:40

:

Concurrent Sessions (choose one)

Electronically Stored Information—New Opportunities and Mandatory Obligations • Conducting ESI discovery in family law cases.• Analyzing and using the ESI discovery you

collected.• Finding experts and specialists who can work

within family law-sized budgets.• Attorney direct responsibilities for ESI compliance

Commissioner Keith M. Clemens (Ret.)

Jeffrey A. Koncius, Esq.Kiesel Law LLP

OR

Addressing Your Client’s Fraud Allegations *Qualifies for 1 hour of AA and FR credit • Engagement letters• Interviews• Discovery• Income/Assets• Cost Benefit

John McCall, Esq. The Law Offices of John P. McCall

In Southern California The Honorable Reva Goetz (Ret.)Los Angeles Superior Court

In Northern California The Honorable Verna AdamsMarin County Superior Court

ADJOURN4:30

Save up to $1,995 per year with our exclusive member discount for Value-Priced Education (VPE).

CalCPA Education Foundation

Discount Programs

VPE 80 Save up to $1,995* for 80 hours of CPE

VPE 40 Save up to $830* for 40 hours of CPE

VPE 24 Save up to $300* for 24 hours of CPE.

Coupon 10 10 programs for up to 8 hours of CPE per program.

calcpa.org/discounts

REGISTRATION INFORMATION

Coupon 10 10 programs for up to 8 hours of CPE per program.

VIEW AGENDA ONLINE calcpa.org/fl c

Register Onlinecalcpa.org/FLC

Conference RegistrationNov. 12, 2015Los Angeles | 5151236ANov. 13, 2015San Francisco | 5151236BWebcast | 5151236CMember $325 | Nonmember $425

Want to pay using a CPE discount program?CalCPA Education Foundation member discount programs offer great value and can be used for conferences, courses, staff training, and CPE Weeks, now including exclusive Luxury CPE destinations. calcpa.org/discounts

ContactCalCPA Education FoundationP.O. Box 45066San Francisco, CA 94145-0066

(800) 922-5272(888) 868-8558 Faxcalcpa.org

Materials for this conference are provided in PDF format. Three business days

before the conference, they will be accessible via calcpa.org/MyEvents.

Registration PolicyAll registrations are taken on a first-come, first served basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.

Cancellation PolicyIf you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.

VPE no-shows will have the number of registered CPE hours deducted from their VPE credit.

Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies.

Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org

CalCPA Education Foundation 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or learningmarket.org.

VPE 80VPEVPE 80 80 80 80 VPE 40 VPE 24

VIEW ALL UPCOMING CONFERENCESCALCPA.ORG/CONFERENCES

VIEW ONLINE CATALOGCALCPA.ORG/CATALOG

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