Business Valuation, Financial & Tax Issues in Divorce 2025: How to… for Your Divorce Case

In this highly practical program, family law practitioners will be guided through the process of managing complex business valuation, financial division, and tax issues in divorce cases. Designed to provide actionable insights, this “how to… for your divorce case” program will cover a range of critical topics and skills, including how to: utilize technology for marital balance sheets; value and assign other compensation in retirement accounts; a view from the appellate division; present your vocational witness, and much more.
Credits: 4.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 2.5 Other PR

January 20, 2025
Live Webcast 

Program Founder & Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFS, Corporate Valuation Advisors, Inc. 

Registration opens, log in to the webcast via your account at www.iicle.com 

8:25 – 8:30 AM  Welcoming Announcements        

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

8:40 – 9:25         Financial Caselaw Update 2024
Joshua T. Friedman, Davis Friedman LLP, Chicago
Gunnar J. Gitlin, The Gitlin Law Firm, Woodstock

9:25 – 9:30          Break

9:30 – 10:15       How to Utilize Current Technology in the Development of Marital Balance Sheets & Lifestyle Analysis
A demonstration and discussion of how to use technology to go beyond the financial affidavit for purposes of settlement structures and mediation.
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFS, Corporate Valuation Advisors, Inc.
Hon. Regina Scannicchio, Presiding Circuit Judge, Domestic Relations Division, Circuit Court of Cook County
Martin Sliwinski, Stern Mendez, Evanston
Shiv Bhupathi, Divorce Financial &Technology Solutions, Inc.

10:15 – 10:20     Break

10:20 – 11:05     How to Value & Assign Other Forms of Compensation & Allocate Between Pre- and Post-Marital with Regards to Retirement Accounts
Non-qualified plans, RSU’s, stock options, also 401K’s and other types of retirement accounts
Anne Prenner Schmidt, Law Offices of Anne Schmidt, LLC, Highland Park
Patrick T. Ryan, Jackson Buckley & Pfanenstiel, LLP, Chicago
Bruce S. Bezner, MBA, CPA/ABV/CEIV, CVA, CBA, Corporate Valuation Advisors, Inc. 

11:05 – 11:10     Break

11:10 – 12:10     How to Prepare Your Case for Potential Appeal: A View from the Appellate Division
How to prepare your case for potential appeals on financial matters, tips on how to present, what not to do, making the appropriate record in the trial court for potential appeal.
Hon. Linda E. Davenport, Illinois Third Disctrict Appellate Court
Michele M. Jochner,
Schiller DuCanto & Fleck, Chicago
Moderator: Janet Boyle, Family Law Solutions, PC, Chicago 

12:10 – 12:50     Presentation of Awards & Lunch
Michael S. Cohen Award & Hon. Edward R. Jordan Lifetime Achievement Award

12:50 – 1:50       How to Present Your Vocational Expert: A Mock Trial Excerpt
Kelly Collins, Collins Family Law, LLC, Lake Forest 
Arlene S. Hirsch, Arlene S. Hirsch, MA, LCPC, Career & Vocational Expert, Chicago
Mario Ventrelli,
Ventrelli Simon, Northfield
Hon. Andrea Webber, Circuit Court of Cook County

1:50 – 1:55          Break 

1:55 – 2:25         How to Strategize Conflict of Interest Questions and Best Practices to Preserve Client Relations
(0.50 Professional Responsibility CLE)
In a world of six degrees of separation and an increasingly mobile society where conflicts can arise even after representation begins, this program will comprehensively go over how to responsibly approach conflict of interest issues with a system to analyze them.
Anita Ventrelli, Schiller DuCanto & Fleck, LLP, Chicago
Rory Quinn, Illinois ARDC, Chicago

2:25 – 2:30          Break 

2:30 – 3:00         How to Use Artificial Intelligence - Ethically 
(0.50 Professional Responsibility CLE)
Gain practical guidance to ensure you leverage AI effectively and responsibly in your practice.
Frances H. Krasnow, Harrison LLP, Chicago
Jason Pica, II, Dussias Wittenberg Koenigsberger LLP, Chicago 
Jay McAllister, Paragon Tech, Inc., New Lenox

3:00 – 3:05          Break

3:05 – 3:35         How to Calculate Personal Goodwill
(0.50 Professional Responsibility CLE)
An overview of the various methodologies and analyses to not just calculate but support your opinion
Anita Ventrelli, Schiller DuCanto & Fleck, LLP, Chicago
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFS, Corporate Valuation Advisors, Inc.

3:35 – 3:40          Break 

3:40 – 4:40         How to… A View from the Bench
(1.0 Professional Responsibility CLE)

Moderators & Case Developer: Judd Fineberg, Dussias Wittenberg Koenigsberger LLP, Chicago
Thomas Villanti, Schiller DuCanto & Fleck, LLP, Chicago

Judges: Hon. William Boyd, Circuit Court of Cook County
Hon. Daniel M. Cordis, 10th Judicial Circuit, Peoria County
Hon. Kimberly DiGiovanni, Presiding Family Division, 16th Judicial Circuit, Kane County
Hon. Jacquelyn Melius, 19th Judicial Circuit, Lake County 

4:40                      Adjourn


Bonus/Additional Sessions

Bonus Session:
How to Find Cryptocurrency
 
Locating crypto and related transactions that use crypto.
Joshua E. Stern, Stern Mendez, Evanston
Andrea S. Kramer, ASKramer Law LLC, Chicago

 

Additional Sessions:

How and When to Prepare a Rebuttal Report
How and when to prepare a rebuttal report of the opposing expert’s conclusion and opinion.
Jordan Rosenberg, Beermann LLP, Chicago
James Quigley, Beermann LLP, Chicago

How to Successfully Use a Professional Coach in a Complicated Divorce Case
Jay Dahlin, Schiller DuCanto & Fleck, Chicago
Susan B. Silverman,
Susan B. Silverman Consulting

Online On-Demand
Now available for pre-order. Product will be added to your account shortly following the program on 1/20/2025.
SKU: P9000-25R
$400.00 or 6.75 credits
decrease increase

January 20, 2025
Live Webcast 

Program Founder & Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFS, Corporate Valuation Advisors, Inc. 

Registration opens, log in to the webcast via your account at www.iicle.com 

8:25 – 8:30 AM  Welcoming Announcements        

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

8:40 – 9:25         Financial Caselaw Update 2024
Joshua T. Friedman, Davis Friedman LLP, Chicago
Gunnar J. Gitlin, The Gitlin Law Firm, Woodstock

9:25 – 9:30          Break

9:30 – 10:15       How to Utilize Current Technology in the Development of Marital Balance Sheets & Lifestyle Analysis
A demonstration and discussion of how to use technology to go beyond the financial affidavit for purposes of settlement structures and mediation.
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFS, Corporate Valuation Advisors, Inc.
Hon. Regina Scannicchio, Presiding Circuit Judge, Domestic Relations Division, Circuit Court of Cook County
Martin Sliwinski, Stern Mendez, Evanston
Shiv Bhupathi, Divorce Financial &Technology Solutions, Inc.

10:15 – 10:20     Break

10:20 – 11:05     How to Value & Assign Other Forms of Compensation & Allocate Between Pre- and Post-Marital with Regards to Retirement Accounts
Non-qualified plans, RSU’s, stock options, also 401K’s and other types of retirement accounts
Anne Prenner Schmidt, Law Offices of Anne Schmidt, LLC, Highland Park
Patrick T. Ryan, Jackson Buckley & Pfanenstiel, LLP, Chicago
Bruce S. Bezner, MBA, CPA/ABV/CEIV, CVA, CBA, Corporate Valuation Advisors, Inc. 

11:05 – 11:10     Break

11:10 – 12:10     How to Prepare Your Case for Potential Appeal: A View from the Appellate Division
How to prepare your case for potential appeals on financial matters, tips on how to present, what not to do, making the appropriate record in the trial court for potential appeal.
Hon. Linda E. Davenport, Illinois Third Disctrict Appellate Court
Michele M. Jochner,
Schiller DuCanto & Fleck, Chicago
Moderator: Janet Boyle, Family Law Solutions, PC, Chicago 

12:10 – 12:50     Presentation of Awards & Lunch
Michael S. Cohen Award & Hon. Edward R. Jordan Lifetime Achievement Award

12:50 – 1:50       How to Present Your Vocational Expert: A Mock Trial Excerpt
Kelly Collins, Collins Family Law, LLC, Lake Forest 
Arlene S. Hirsch, Arlene S. Hirsch, MA, LCPC, Career & Vocational Expert, Chicago
Mario Ventrelli,
Ventrelli Simon, Northfield
Hon. Andrea Webber, Circuit Court of Cook County

1:50 – 1:55          Break 

1:55 – 2:25         How to Strategize Conflict of Interest Questions and Best Practices to Preserve Client Relations
(0.50 Professional Responsibility CLE)
In a world of six degrees of separation and an increasingly mobile society where conflicts can arise even after representation begins, this program will comprehensively go over how to responsibly approach conflict of interest issues with a system to analyze them.
Anita Ventrelli, Schiller DuCanto & Fleck, LLP, Chicago
Rory Quinn, Illinois ARDC, Chicago

2:25 – 2:30          Break 

2:30 – 3:00         How to Use Artificial Intelligence - Ethically 
(0.50 Professional Responsibility CLE)
Gain practical guidance to ensure you leverage AI effectively and responsibly in your practice.
Frances H. Krasnow, Harrison LLP, Chicago
Jason Pica, II, Dussias Wittenberg Koenigsberger LLP, Chicago 
Jay McAllister, Paragon Tech, Inc., New Lenox

3:00 – 3:05          Break

3:05 – 3:35         How to Calculate Personal Goodwill
(0.50 Professional Responsibility CLE)
An overview of the various methodologies and analyses to not just calculate but support your opinion
Anita Ventrelli, Schiller DuCanto & Fleck, LLP, Chicago
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFS, Corporate Valuation Advisors, Inc.

3:35 – 3:40          Break 

3:40 – 4:40         How to… A View from the Bench
(1.0 Professional Responsibility CLE)

Moderators & Case Developer: Judd Fineberg, Dussias Wittenberg Koenigsberger LLP, Chicago
Thomas Villanti, Schiller DuCanto & Fleck, LLP, Chicago

Judges: Hon. William Boyd, Circuit Court of Cook County
Hon. Daniel M. Cordis, 10th Judicial Circuit, Peoria County
Hon. Kimberly DiGiovanni, Presiding Family Division, 16th Judicial Circuit, Kane County
Hon. Jacquelyn Melius, 19th Judicial Circuit, Lake County 

4:40                      Adjourn


Bonus/Additional Sessions

Bonus Session:
How to Find Cryptocurrency
 
Locating crypto and related transactions that use crypto.
Joshua E. Stern, Stern Mendez, Evanston
Andrea S. Kramer, ASKramer Law LLC, Chicago

 

Additional Sessions:

How and When to Prepare a Rebuttal Report
How and when to prepare a rebuttal report of the opposing expert’s conclusion and opinion.
Jordan Rosenberg, Beermann LLP, Chicago
James Quigley, Beermann LLP, Chicago

How to Successfully Use a Professional Coach in a Complicated Divorce Case
Jay Dahlin, Schiller DuCanto & Fleck, Chicago
Susan B. Silverman,
Susan B. Silverman Consulting

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Program Date1/20/2025
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