NYSBA CLE Hosts: Using Personal and Business Tax Returns to Develop Your Equitable Distribution and Support Case
Whether you are just beginning a family law practice or are a more experienced matrimonial lawyer, the first step in knowing the economics of your equitable distribution case is understanding the parties’ financial and business profiles from personal and business tax returns.
In this basic-to-intermediate level program, CPAs who have much experience as valuation experts in equitable distribution cases will offer insight into: 1) what the tax returns and their schedules may tell you, 2) the hidden “gems” within them, and 3) what the lawyer may be overlooking but should be asking for, all of which can make a critical difference in your case.
Program Planning Co-Chairs
Louis J. Cercone, Jr., CPA, CFE, CFF, ABV, ASA, CVA
Brisbane Consulting Group, LLC
David L. Gresen CPA/ABV/CFF, CFE
Klein Liebman & Gresen, LLC
For a full schedule of events and to register, visit the New York State Bar Association's website.