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The Basics of Business Valuation in Matrimonial Matters

  • Holiday Inn Amherst 1881 Niagara Falls Boulevard Buffalo, NY, 14228 United States (map)

Presented by the New York State Bar Association

Holiday Inn Amherst | 1881 Niagara Falls Blvd. | Amherst, NY  
6.5 Total MCLE Credits in Professional Practice
Price: Member: $175.00 | Family Law Section Member: $148.75| Non-Member: $275.00

Whether you are just beginning a family law practice or are a more experienced matrimonial lawyer, a crucial step in understanding the economics of your equitable distribution case is understanding the parties' business interests. 

In this basic ­to ­intermediate level program, CPAs who have much experience as valuation experts in equitable distribution cases will offer insight into: 1) financial reporting and business valuation guidelines, 2) business valuation methods, and 3) what lawyers need to understand about these processes, all of which can make a critical difference in your case.

The lawyers on the faculty, experienced matrimonial litigators, will complement the CPAs' observations by highlighting throughout the day why you must understand the business valuations, and the practical approaches you as lawyers should take to better serve your clients and to hone your strategy for dealing with a case's financial issues.

Program Planning Co-Chairs

Louis J. Cercone, Jr., CPA, CFE, CFF, ABV, ASA, CVA 
Brisbane Consulting Group, LLC, Buffalo
David L. Gresen CPA/ABV/CFF, CFE
Klein Liebman & Gresen, LLC, Syosset

Program Planning Committee

Rosalia Baiamonte, Esq.
Gassman Baiamonte Betts, PC, Garden City

Henry S. Berman, Esq.
Berman Frucco Gouz Mitchel & Schub p.c., White Plains

Charles P. Inclima, Esq.
Inclima Law Firm, PLLC, Rochester

Peter R. Stambleck, Esq.
Aronson Mayefsky & Sloan, LLP, New York City

Bruce J. Wagner, Esq.
McNamee, Lochner, Titus & Williams, P.C., Albany

Buffalo Faculty

Joan Adams, Esq., J. Adams & Associates, PLLC
Williamsville (Chair and Moderator)

Louis J. Cercone, Jr., CPA, CFE, CFF, ABV, ASA, CVA
Brisbane Consulting Group, LLC, Buffalo

David J. D’Arata, CPA
Dansa & D’Arata, Buffalo

Joan Warren, Esq.
Law Office of Joan Warren, Buffalo