Feb 21st 2007
The Effect of Refinancing Property on Characterization and Reimbursement Rights: Real Estate Is Down, Walrath Is Up
Mar 27th 2007
Actuary Consultation
Mar 16th 2008
Collection of Spousal Support from Retirement Income Streams/Murray
Apr 22nd 2008
The Elements of Tassi Training
Feb 24th 2009
Short Sales and Foreclosures of Primary Residences and the Basic Rules of IRC 108
Apr 18th 2009
Beyond Pereira and Van Camp: Equitable Apportionment in a Chaotic Market
Apr 18th 2009
Practical Solutions to “Real” Estate Problems: Characterization and Division in a Down Real Estate Market
Apr 18th 2009
Upside Down and Inside Out: Coping with Foreclosures and Short Sales
Mar 25th 2017
Don't Delay the Deferred Comp Issues: A Review of Pension and Retirement Division Law and How to Minimize Risks
Apr 19th 2009
Practical Strategies for Business Valuation and Cash Flow Analysis in an Economic Downturn
Apr 19th 2009
The Last Word"
Aug 28th 2009
Family Law Real Property Issues in This Troubled Real Estate Market Part 2
Jan 26th 2010
Facilitated Discussion of Two Key 2009 Cases: In re Marriageof Dellaria and In re Marriage of Knowles
Mar 27th 2010
Fundamentals of Transmutations
Mar 27th 2010
'Til Death or Divorce Do Us Part: Probate and Family Law Crossover Issue
Mar 27th 2010
Title Presumptions and Burdens of Proof
Mar 28th 2010
Title, Transfers and Transmutation Trial Practicum
Apr 27th 2010
Valuation of Professional Goodwill
Oct 16th 2010
Equitable Apportionment Tracings
Nov 16th 2010
Personal Goodwill
Apr 24th 2011
The Proper Date of Value for Small Professional Practices: Imperato + Barnert = Green + Watts
Mar 27th 2012
Faced with either side explore the arguments for the collateral damage to the parties' finances caused by short sales and foreclosures; the risks of going into short sales without competent, ethical advisors; the difficulty of ensuring that a spouse's indemnifications are adequate; and the upcoming expiration of federal legislation exempting forgiv
Mar 22nd 2013
Goodwill Hunting: The Never'Ending Debate
Mar 23rd 2013
Unique Retirement and Deferred Compensation Issues: Experts Required
Mar 26th 2013
Spend 60 minutes with the author of the 8 volume set "Complex Issues in California Family Law " for an advanced analysis of the issues that sabotage settlements, cost substantial accounting fees, and judges and lawyers miss apply. They are the sword that sometimes comes back and stabs you! Understand the intricacies of whether you have a reimbursem
Aug 27th 2013
Ron Granberg gives a thought provoking analysis of the effects and application of IRMO Brooks and Robinson. Does this case change 20 years of legal reasoning? Learn how you can argue contrary positions when faced with reasoning on transmutation and characterization issues. Should you take additional litigation action in anticipation of these argume
Oct 6th 2014
Negotiate and draft premarital agreements which protect your clients, foster a strong marriage, and keep you out of trouble. Learn strategies for crafting an enforceable agreement. This presentation goes beyond the basics and outlines drafting and negotiating techniques, while providing an understanding of the necessary legal frame
Aug 26th 2014
Want a quick refresher update on Goodwill? Want an entertaining hour with Ed Thomas rather than an explanation by an accountant? This is a great investment of your time on a topic that is difficult to comprehend by the family law attorney. Ed Thomas explains the basics of Goodwill as applied in family law. How forensic accountants ca
Sep 6th 2015
It is said: "Business income cannot buy groceries " only cash flow can."
May 10th 2015
The Great Gillmore Debate?
May 24th 2016
In Estate Planning, titling means everything and often the way property is characterized can make a huge difference at the time of death. In Family Law we many times start with property characterized as part of an estate plan and conclude with the issue of how to characterize property post dissolution with no estate plan in place. This presentation
Nov 10th 2016
Untangling Survivor Benefits
Oct 25th 2016
In addition to a review of the bankruptcy basics, you will learn about new developments and revised dollar and debt limits under BAPCPA and how they may affect your divorce clients, If you want a primer on the interrelation of bankruptcy and family law and as well as an update to your knowledge base, this is a can't-miss presentation. The materials
Mar 24th 2017
Issues Affecting the Character of Commercial and Investment Property
Mar 24th 2017
The Family Residence: Recent Cases and Hot Topics
Mar 25th 2017
Characterization of Retirement Benefits and Deferred Compensation " The Seesaw
Mar 25th 2017
Follow the Facts " Characterizing Investment Account, Insurance, Stock, and Employment Compensation/Assets
Mar 25th 2017
Its None of Your Business, Or Is It
Mar 26th 2017
Debts and Dissolution of Marriage or "Who Gets the Gold Mine and Who Gets the Shaft"
Mar 26th 2017
Staking Claims to Intellectual Property in the Golden State
Apr 17th 2017
An Open House at 2640 Family Court: How to Properly Present Your Neighbors part one
Jun 26th 2017
An Open House at 2640 Family Court: How to Properly Present Your Neighbors Part two
Sep 18th 2017
An Open House at 2640 Family Court: How to Properly Present Your Neighbors part three
Nov 13th 2017
An Open House at 2640 Family Court: How to Properly Present Your Neighbors Part four
Jun 25th 2018
Separate Trials: A Practitioners Guide to Litigating the Issues That Make Or Break A Case; Part 2
Aug 28th 2018
.Valuation of Closely Held Businesses For Marital Dissolution Purposes
Sep 11th 2018
"Less Marsden" Be prepared to present and defend the best position for your client with a Moore/Mardsen calculation: Ron and Brian answer these questions and more: Must every Grinius refi breed the bizarre "Branco Bump"
Nov 27th 2018
Explore the Myth of a True Joint Tenancy in Family Law: Characterization and Reimbursement Issues Relating to Joint Premarital Acquisitions. Issues arise when a couple purchases property together prior to marriage in joint form and one person contributes more to the acquisition than the other. The non-contributing spouse argues that a true joint te
May 14th 2019
This presentation addresses specific issues that arise in representation of a business owner in the dissolution, including: 1. The recent case of IRMO Brooks (decided 3/27/19) and IRMO Brandes on characterization 2. Valuation criteria (Rev. Rul. 59-60, IRMO Hewitson, IRMO Honer) 3. Selection of valuation experts and maximizing the expert's credibil
Oct 8th 2019
The Family Code Section 2650 Solution: How to Apply 2650 & Tactical Considerations
Feb 11th 2020
Mr. Stegner and Ms. McFarlin discuss various types of equity and real property apportionment between community and separate property. They analyze the documents needed to make such calculations as well as the methods used to make such apportionment (Hug / Nelson / Sequential) as well as Moore /Marsden and Branco calculations. Jeff Stegner CPA-ABV h
May 15th 2020
Before the economic crisis, closely held businesses were valued and nearly always awarded to the operating spouse. Now, it may be impossible to value the business and the liquidity for a buy-out has dried up. Deferred division may be the new normal, requiring spouses to continue their co-ownership. In this discussion led by Christopher C. Melcher,
Jun 16th 2020
This presentation by David T. Ruegg and John C. Madden covers the CARES Act impact on retirement accounts, drafting marital settlement agreements properly for fixed dollar awards, understanding the impact of valuation dates, actuary reports, discount rates, separate property tracings and how volatile markets should impact your analysis of these con
Jul 20th 2020
Most property issues in a divorce are governed by a complex set of statutes. In this webinar, Christopher C. Melcher unravels the secrets of characterizing property, proving a transmutation, and dealing with reimbursements under Family Code section 2640. The presentation provides simple and easy to follow approaches to tackling these issues in our
Aug 13th 2020
John Munsill, CFLS, D. Thomas Woodruff, CFLS, and Dawn Cornelius, CPA, take a deep look at tracing issues related to family law and provide an update on current cases regarding tracing, characterization and property division.
Nov 18th 2020
ACFLS Hall of Fame Award Recipient Stephen J. Wagner will provide tips on how to prepare a Final Declaration of Disclosure that settles cases, sets up easy trial preparation, and secures judgments that withstand set aside motions. With California's relatively liberal set aside provisions found in Family Code sections 2120 et seq preparing a proper
Apr 9th 2021
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May 3rd 2021
This program focuses on the proper interpretation of MSAs and other contracts years after their execution. Having viewed this program, the practitioner will be fully equipped to advance their own clients' interpretations and defend against opposing parties' theories. The practitioner who knows these rules and wields them corre
Sep 1st 2021
This program will discuss pitfalls and pointers on post-judgement relief under the Family Code. This will include a discussion of set asides, delayed discovery, relief under Family Code section 1101(g) and (h), and omitted assets. The focus of the program will be practice pointers and will discuss several strategies regarding set asides of judgment
Mar 17th 2022
The program will inform family law attorneys about the emerging class of assets, organizational structures, and income streams powered by blockchain technology, and how these affect their law practice. The speaker will explain the nature of NFTs, DAOs, DeFi, and other nascent digital concepts; their impact on property, support, attorneys fees, and
May 25th 2022
This presentation will comment on the three primary valuation approaches but will emphasize the income approach. With a focus on intangible value (goodwill) this presentation will draw attention away from the business benefit stream ($$$) and focus on how risk, discount rates, growth rates, and capitalization rates affect business value.
Aug 24th 2022
How do we help our clients sell a house with a tenant or enforce a right of possession when there is no DVRO filing? With the near unprecedented increase in housing values, selling houses has become more common. Unfortunately, this prospect can become troublesome very quickly if someone else also has possessory rights. Come talk about the intersect
Nov 8th 2021
This seminar will provide attendees with detailed approaches to cross-examination on the issue of business valuation. This seminar will cover cross-examination on issues of characterization and valuation of the business, including valuation method. Additional factors for cross-examination will include good will, reasonable compensation, retai
Oct 18th 2021
This seminar will be a one-hour seminar covering a behind-the-scenes look at preparation for cross-examination (what really goes into preparing for cross-examination of an expert) and specific steps and recommendations on how to make your case, identify weaknesses and prepare cross-examination to ensure the best results at trial. Learn the imp
Nov 2nd 2014
"This one hour presentation provides background, skills and strategies for trial of the issue of the date of separation. This issue can have substantial or severe financial consequences to your client. Many times date of separation is bifurcated for a separate trial but it can also get lost in a full trial. The issues impact Motions for Alternate V
Jun 5th 2023
A review of a basic Moore/Marsden as well as some common complications that may arise.
Sep 25th 2024
Tax Effecting Property Settlements in Divorce Cases: A Round Table Discussion
Presented by: Victoria Linder, Rick Cohen, and Brian Boone