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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

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

45 minutes    Financial Caselaw Update 2024
Joshua T. Friedman, Davis Friedman LLP, Chicago
Gunnar J. Gitlin, The Gitlin Law Firm, Woodstock 

45 minutes     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.
Martin Sliwinski, Stern Mendez, Evanston
Hon. Regina Scannicchio, Presiding Circuit Judge, Domestic Relations Division, Circuit Court of Cook County
Shiv Bhupathi, Divorce Financial &Technology Solutions, Inc.

 

45 minutes      How to Assign Non-qualified Plans Incident to Divorce, and When a Valuation May be Appropriate
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. 

1 hour    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 District Appellate Court
Michele M. Jochner, Schiller DuCanto & Fleck, Chicago
Moderator: Janet Boyle, Family Law Solutions, PC, Chicago 

1 hour 15 min    How to Present Your Vocational Witness: A Mock Trial Excerpt
Learn how to effectively present and challenge vocational expert testimony in divorce cases. This session features a brief lecture on best practices and a live mock trial excerpt with direct and cross-examinations of a vocational witness. A sitting judge will provide feedback, offering practical insights to enhance your courtroom skills.
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 

30 minutes         How to Strategize Conflict of Interest Questions and Best Practices to Preserve Client Relations
(0.5 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 

45 minutes     How to Use Artificial Intelligence - Ethically
(0.75 Professional Responsibility CLE)
Gain practical guidance to ensure you leverage AI effectively and responsibly in your practice.
Frances H. Krasnow, Harrison LLP, Chicago
Jay McAllister, Paragon Tech

30 minutes     How to Calculate Personal Goodwill
(0.5 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.

1 hour      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

Adjourn

Included Bonus Session now available!

How to Find and Value Cryptocurrency in Divorce
Crypto is now a part of many divorces. A recent NBC News poll found that 1 in 5 Americans invest in cryptocurrency with the highest demographic share being held by men between 18 and 49 years old. Learn what cryptocurrency is, why it is hard to find and value, and some real life solutions to these issues.
Andrea S. Kramer
ASKramer Law LLC, Chicago
Joshua E. Stern
Stern Mendez, Evanston

                                                            

Online On-Demand
SKU: P9000-25R
$400.00 or 7.25 credits
decrease increase

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

45 minutes    Financial Caselaw Update 2024
Joshua T. Friedman, Davis Friedman LLP, Chicago
Gunnar J. Gitlin, The Gitlin Law Firm, Woodstock 

45 minutes     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.
Martin Sliwinski, Stern Mendez, Evanston
Hon. Regina Scannicchio, Presiding Circuit Judge, Domestic Relations Division, Circuit Court of Cook County
Shiv Bhupathi, Divorce Financial &Technology Solutions, Inc.

 

45 minutes      How to Assign Non-qualified Plans Incident to Divorce, and When a Valuation May be Appropriate
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. 

1 hour    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 District Appellate Court
Michele M. Jochner, Schiller DuCanto & Fleck, Chicago
Moderator: Janet Boyle, Family Law Solutions, PC, Chicago 

1 hour 15 min    How to Present Your Vocational Witness: A Mock Trial Excerpt
Learn how to effectively present and challenge vocational expert testimony in divorce cases. This session features a brief lecture on best practices and a live mock trial excerpt with direct and cross-examinations of a vocational witness. A sitting judge will provide feedback, offering practical insights to enhance your courtroom skills.
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 

30 minutes         How to Strategize Conflict of Interest Questions and Best Practices to Preserve Client Relations
(0.5 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 

45 minutes     How to Use Artificial Intelligence - Ethically
(0.75 Professional Responsibility CLE)
Gain practical guidance to ensure you leverage AI effectively and responsibly in your practice.
Frances H. Krasnow, Harrison LLP, Chicago
Jay McAllister, Paragon Tech

30 minutes     How to Calculate Personal Goodwill
(0.5 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.

1 hour      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

Adjourn

Included Bonus Session now available!

How to Find and Value Cryptocurrency in Divorce
Crypto is now a part of many divorces. A recent NBC News poll found that 1 in 5 Americans invest in cryptocurrency with the highest demographic share being held by men between 18 and 49 years old. Learn what cryptocurrency is, why it is hard to find and value, and some real life solutions to these issues.
Andrea S. Kramer
ASKramer Law LLC, Chicago
Joshua E. Stern
Stern Mendez, Evanston

                                                            

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Program Date1/20/2025
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