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Tuesday, May 16, 2017 LiveUnion County Chapter

Anatomy of a Divorce Case (E1705209)

8:00 AM - 12:00 PM EDT

Registration: 7:30 AM EDT

Galloping Hill Golf Course

3 Golf Drive
Kenilworth , NJ 07033

4 CPE Credits in CS

OVERVIEW

During this mock trial, you will hear the ins and outs of a divorce case focusing on valuation and forensic investigations.

Jerry Newler will open with an introduction to the mock trial, followed by presentations by Laura Ruvolo-Lipp and Melissa Ruvolo introducing their positions as representing their clients. Roy Kvalo and Jerry Newler will then follow with presentations as partners in the firm preparing for a joint expert engagement, discussing how the CIS's tie in with a lifestyle analysis and then proceeding to the forensics and valuation. The session will close with Melissa Ruvolo and Laura Ruvolo-Lipp returning to discuss the final settlement and the factors that go into that negotiation.

BENEFITS

Earn 4 CPE credits

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$15 late fee will be applied after 5/14. Season Pass holders must register for each event.

To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Roy Kvalo

Roy H. Kvalo, CPA, ABV, CFF,CGMA, CVA

Director Litigation & Valuation Services

The Curchin Group, LLC

Roy H. Kvalo, CPA, Director of Litigation & Valuation Services, The Curchin Group, LLC, Red Bank, NJ. He has more than 20 years experience providing forensic accounting services. Mr. Kvalo is responsible for managing all of Curchin’s litigation and valuation engagements from initial contact to final report and/or expert testimony. He has been involved with numerous matrimonial, commercial litigation cases as well as valuations for estate and gift tax and buy-sell agreements. He has served as a court appointed expert in Monmouth County and has provided expert testimony in matrimonial engagements. Mr. Kvalo has also provided court room consultation in federal court to defense counsel during criminal proceedings. He is a member of the American Institute of CPAs and the New Jersey Society of CPAs. He serves as vice president of the Estate and Financial Planning Council of Central New Jersey. Mr. Kvalo earned a B.A. in accounting from Rutgers University.

Jerome Newler

Jerome M. Newler, CPA/ CFF

Principal

J M Newler CPA & Co

Jerome M. Newler, CPA/CFF, is the principal of J. M. Newler CPA & Co., with offices in Mountainside and Long Branch. The firm provides financial services to closely held businesses covering a broad spectrum of industries, including financial reporting, tax reporting and compliance; and planning for estates, trusts, individuals, partnerships and corporations. Mr. Newler’s more than 30 years of experience includes a specialization in litigation services covering forensics, business valuations and loss damages as found in disputes emanating from divorce, minority stockholder actions and partnership dissolutions. Mr. Newler has testified extensively as an expert in such matters in his roles as a court-appointed expert, as well as a jointly selected expert and as an advocate.

Mr. Newler has served on committees educating CPAs and members of the bench and bar for more than 25 years. His professional memberships include the NJCPA, the AICPA, the Institute of Business Appraisers, the National Association of Certified Valuation Analysts and the National Society of Public Accountants.

Mr. Newler received a bachelor’s in accounting and marketing from Marquette University. He also majored in economics and international business at New York University’s Graduate School of Business.

Melissa Ruvolo

Melissa M. Ruvolo, Esq.

Partner

Ruvolo Law Group, LLC

Melissa M. Ruvolo, Esq. is a partner in the firm Ruvolo Law Group, LLC located in Morristown, NJ. She is a member of the New Jersey Bar and practices exclusively in the area of family and matrimonial law. Ms. Ruvolo represents clients in all stages of family law litigation and her practice involves all aspects of family law. She is also a family law mediator and trained Collaborative Divorce attorney.

Ms. Ruvolo earned her Juris Doctorate from Rutgers School of Law- Camden, with honors and a B.A. from the College of New Jersey.

Laura Ruvolo-Lipp

Laura Ruvolo-Lipp, Esq.

Partner

Ruvolo Law Group, LLC

Laura Ruvolo Lipp, Esq. is a partner at Ruvolo Law Group, LLC in Morristown, NJ. She is certified by the New Jersey Supreme Court as a Matrimonial Law Attorney. She is also a family law mediator and trained family law Collaborative Divorce attorney. She was admitted to the New Jersey Bar and U.S. District Court of New Jersey in 2005. Ms. Lipp has dedicated her entire legal career to the practice of family and matrimonial law.

She received her Juris Doctorate from Seton Hall University School of Law and her B.S., cum laude, from East Stroudsburg University in Pennsylvania.