This program will take a deep dive into the Case Information Statement – providing resources and tools that will help accountants provide the necessary information to clients most completely and helpfully.
DESIGNED FOR
CPAs in public practice
BENEFITS
Attendees will learn the ins and outs of important family law topics relating to marriage and divorce and how accountants assist their clients in each stage.
Attendees will also receive electronic copies of “That Will Never Happen to Us,” by Susan Reach Winters, Chair of the CSG Law Family Law Group, which discusses important information relating to pre-marital choices.
HIGHLIGHTS
Through both the eyes of a family lawyer and accountants practicing in this area, attendees will gain insight into topics relating to the divorce process, including:
- Step-by-step look at a Family Part Case Information Statement with detailed insight and strategy
- Helping clients navigate the process from start to finish
- Utilizing a financial advisor to understand and plan for a client’s financial needs
- Working forensic accountants to trace assets, value businesses and determine income for support purposes
- Asset-specific tax-related issues and future embedded tax consequences
- Analyzing settlement proposals
- Expert testimony and effectively supporting your conclusions
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None