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Business Valuation, Financial & Tax Issues in Divorce 2023

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Description

January 16, 2023
Live Webcast 

Program Moderator:  Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP 

Registration opens or Log in to the webcast via your account at www.iicle.com 

8:25 – 8:30 AM  Welcoming Announcements                    

8:30 – 8:40 AM  A View from the Bench
Presiding Circuit Judge, Domestic Relations Division, Circuit Court of Cook County, Chicago
Hon. Regina A. Scannicchio 

8:40 – 9:25         Financial Caselaw Update 2022
Joshua T. Friedman, Davis Friedman LLP, Chicago
Gunnar J. Gitlin, The Gitlin Law Firm, Woodstock 

9:25 – 10:10       Overview of Valuations in Divorce 
James M. Quigley, Beermann LLP, Chicago
Jordan D. Rosenberg, Beermann LLP, Chicago

Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP 

10:10 – 10:25     Break 

10:25 – 11:10     Business Valuation Opinions and Reports and their Usage in a Divorce Case
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP 
Carlton Marcyan,
Schiller, DuCanto & Fleck, Chicago

11:10 – 11:55     Overview & ABC’s of Valuation Approaches the Expert Should Consider in Valuing a Closely Held Business
Steven G. Wittenberg, Dussias Wittenberg Koenigsberger LLP, Chicago
Bruce Bezner, Corporate Valuation Advisors, Inc., Chicago 

11:55 – 12:40     Use of the Business Valuation Beyond the Value of the Business
Gemma B. Allen, Allen, Glassman & Schatz, LLC, Chicago
Todd M. Glassman, Allen, Glassman & Schatz, LLC, Chicago 

12:40 – 12:55      Presentation of Awards

  • Michael S. Cohen Award
  • Hon. Edward R. Jordan Lifetime Achievement Award 

12:55 – 1:25       Lunch Break 

1:25 – 1:40         Overview of the Case Study Facts and Sample Valuation 

1:40 – 2:40         Direct Examination of the Business Valuation Expert 
Valerie I. Steiner, Clark & Steiner, Ltd., Lake Forest
Kelly A. Collins, Collins Family Law, LLC, Lake Forest

Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP
Hon. Randie K. Bruno, 19th Judicial Circuit Court, Lake County, Family Division  

2:40 – 3:40         Cross Examination of the Business Valuation Expert 
Mario R. Ventrelli, Ventrelli Simon, LLC, Northfield
Steven H. Klein, Katz, Goldstein & Warren, Bannockburn
Bruce Bezner, Corporate Valuation Advisors, Inc., Chicago
Hon. Randie K. Bruno19th Judicial Circuit Court, Lake County, Family Division   

3:40 – 3:55          Break 

3:55 – 4:55         Judges’ Panel and the Verdict
(1.0 Professional Responsibility CLE)
Moderators: Jennifer M. Cohen, Kalcheim Haber, LLC, Chicago

Judd Fineberg, Dussias Wittenberg Koenigsberger LLP, Chicago
Judges: Hon. Jennifer M. Ascher, 7th Judicial Circuit Court, Springfield
Hon. Joseph Bruscato, 17th Judicial Circuit Court, Rockford
Hon. Richard D. Felice, Presiding Judge Domestic Relations Division, 18th Judicial Circuit Court, Wheaton

Hon. Jeffrey L. Hirsch22nd Judicial Circuit Court, Woodstock
Hon. Andrea M. Webber, Domestic Relations Division, Circuit Court of Cook County, Chicago

4:55                      Adjourn

We'd like to thank our planning committee members:

Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP
Gemma Allen
, Allen, Glassman & Schatz, LLC
Janet Boyle, Family Law Solutions, P.C.
Molly Caesar, Caesar & Bender, LLP
Kelly Collins, Collins Family Law, LLC
Judd Fineberg, Dussias Wittenberg Koenigsberger LLP
Josh Friedman, Davis Friedman LLP
Gunnar Gitlin, The Gitlin Law Firm
Steven Peskind, Law Offices of Steven N. Peskind
James Quigley, Beermann LLP
Jordan Rosenberg, Beermann LLP
Valerie Steiner, Clark & Steiner, Ltd.

January 16, 2023
Mon 8:30 AM CST

Duration 8H 30M

This live web event has ended.

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