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LIVE WEBCAST: January 15, 2024
8:25 AM - 4:55 PM

Business Valuation, Financial & Tax Issues in Divorce 2024:

The Business of Working with Other Divorce Professionals and Attorneys

Prepare for an increasingly connected world of family law and financials.

This year's program focuses on how family law attorneys work with other divorce professionals as well as with other legal practice areas.

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$400

$200

$100

Regular Tuition

IICLE® Online All-Access Subscribers

IICLE® New Lawyer Starter Kit Subscribers

Bonus and Preliminary Sessions

Register for the live webcast and receive these pre-recorded bonus sessions.

Bonus sessions are included with registration for the live webcast.



Advanced Pre- and Post-Nuptial
Agreement Considerations

What divorce and estate and trust planning attorneys need to know to work successfully with each other, including information on different jurisdictions and other state provisions.

Interstate Deposition and Discovery Act


An overview of the law, the mechanics of seeking discovery out of state, and how to use it now that there are only three hold-out states.


To ensure that all attendees get the most out of this full day of practical guidance, the faculty recommends two primer sessions, especially for family law attorneys with less experience handling matters involving businesses. Register for the webcast and receive the option of purchasing these primer sessions at a significant discount.

Register for the webcast and receive the option of purchasing these primer sessions at a significant discount.

$90

$45

with registration for the live webcast

with registration for New Lawyer Starter Kit Subscribers

What Every Divorce Attorney Needs to Know About Taxes to Avoid Malpractice

  • Top 10 tax issues that affect divorce
  • Sale of the marital residence
  • Capital losses
  • Tax filing and tax indemnification agreements

How to Calculate Business Owner's Income

  • Common issues
  • What to evaluate
  • Things to look out for
  • What does it really mean when you perform a valuation of the business and normalize income?

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Learn more about this full-day webcast.

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Agenda

7.0 MCLE including 2.0 PR (pending approval)

8:25 AM | Welcoming Announcements


A View from the Bench


Hon. Regina A. ScannicchioPresiding Circuit Judge, Domestic Relations Division, Circuit Court of Cook County, Chicago


Financial Caselaw Update 2023


Joshua T. FriedmanDavis Friedman LLP, Chicago
Gunnar J. Gitlin
,  The Gitlin Law Firm, Woodstock


Business Divorce: An Approach for a Dissolution Between Business Owning Spouses and Other Owners

When both parties are involved in the business what principles apply; who keeps the business, what's included in the sale, does the MSA take precedence when business is for sale, also the operating agreement, what precedence does it take? This discussion also includes when the interest with divorcing spouse is not actively involved but has marital interest in the business, or when there are other 3rd party owners.

Jerry HoliskyAronberg Goldgehn Davis & Garmisa, Chicago
Jonathan J. Fox
Kelleher + Holland, LLC, Barrington
Steven M. Dresner
Dresner Partners, Chicago
Mario Ventrelli
Ventrelli Simon, LLC, Northfield
Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFA, Corporate Valuation Advisors, Inc.


Collateralizing Business Buy Outs

Issues when you have a high value estate that is non-liquid; largest asset of the estate is the Closely Held Business along with the marital residence and retirement accounts. Installment payment over an extended period of time, techniques and tips on collateralizing the recipient spouse’s interest, also includes the use of a QDRO as a creative solution.  

Anne Prenner Schmidt, Law Offices of Anne Schmidt, LLC, Highland Park
Jeffrey P. Gray, Barnes & Thornburg, LLP, Chicago
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFA, Corporate Valuation Advisors, Inc.


Complex Real Estate Valuation Issues

Primer on dealing with valuation of commercial interests and complex residential and partial interest in real estate.

Theofanis "Theo" Nicholas, MAI, Corporate Valuation Advisors, Inc.
Michael F. Koenigsberger
, Dussias Wittenberg Koenigsberger, LLP, Chicago


Can Your Robot Get Divorced?

Artificial Intelligence, office policy on use of AI, lawyers have already been sanctioned in use of AI – So what is next??
(1.0 Professional Responsibility CLE)

Moderator: Gemma B. Allen, Allen, Glassman & Schatz, LLC, Chicago
Todd Glassman
Allen, Glassman & Schatz, LLC, Chicago
George Bellas
, Bellas & Wachowski Attorneys at Law, Park Ridge & Chicago
Daniel W. Linna, Jr.
, Northwestern Pritzker School of Law, Chicago


Current Trends in Cryptocurrency and Valuation


Moderator: Meighan Harmon, Schiller DuCanto & Fleck, LLP, Chicago
Richard Peters
, Berkeley Research Group (BRG), Houston, TX
Joe Carlasare
, Amundsen Davis, Chicago


Key Issues in Lifestyle Analysis and the Use of Technology

Importance of the financial affidavit, how to complete them, previous vs. current numbers when divorce is dragging on for a long period of time, current maintenance trends, ethical considerations of dealing with clients, how people should be looking at current technology;  when to use the figures and when not to, the way to use them when every case has little quirks;  how to make sure you use the data to formulate correctly; technology for creating financial affidavits and lifestyle; marital balance sheets, how courts use or can use available technology.

Janet E. Boyle, Family Law Solutions, PC, Chicago
Shiv Bhupathi, Divorce Financial Technology Solutions, Inc.
Edyta Wojcik
, Divorce Financial Technology Solutions, Inc.
Hon. James A. Shapiro
Domestic Relationships Division, 
Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFA, Corporate Valuation Advisors, Inc.


Judges' Panel

(1.0 Professional Responsibility CLE)

Moderators and Case Developers:
Jennifer M. Cohen
, Kalcheim Haber, LLC, Chicago
Judd Fineberg
, Dussias Wittenberg Koenigsberger LLP, Chicago

Judges:

Hon. Bradley David, 16th Judicial Circuit, Kane County
Hon. Jack D. Davis, II, 7th Judicial Circuit, Sangamon County
Hon Stephen M. DeRue, 19th Judicial Circuit, Lake County
Hon. Mark R. Facchini, 22nd Judicial Circuit, McHenry County
Hon. James F. McCluskey, 18th Judicial Circuit, DuPage County
Hon. James A. Shapiro, Domestic Relations Division, Circuit Court of Cook County
Hon. Lisa T. Wilson, 10th Judicial Circuit, Peoria County
Hon. Alicia N. Washington, 10th Judicial Circuit, Peoria County


4:55 PM | Adjourn

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Meet the Faculty

MODERATOR: Bruce L. Richman

CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFA, Corporate Valuation Advisors, Inc.


Gemma B. Allen, Allen, Glassman & Schatz, LLC, Chicago

George Bellas, Bellas & Wachowski Attorneys at Law, Park Ridge & Chicago

Janet E. Boyle, Family Law Solutions, PC, Chicago

Joe Carlasare, Amundsen Davis, Chicago


Jennifer M. Cohen, Kalcheim Haber, LLC, Chicago

Kelly Collins, Collins Family Law, Lake Forest

Hon. Bradley David, 16th Judicial Circuit, Kane County

Michael DiDomenico, Lake Toback DiDomenico, Chicago


Steven M. Dresner, Dresner Partners, Chicago

Hon. Mark R. Facchini, 22nd Judicial Circuit, McHenry County

Judd Fineberg, Dussias Wittenberg Koenigsberger LLP, Chicago

Jonathan J. Fox, Kelleher + Holland, LLC, Barrington


Joshua T. Friedman, Davis Friedman LLP, Chicago

Gunnar J. Gitlin, The Gitlin Law Firm, Woodstock

Todd M. Glassman, Allen, Glassman & Schatz, LLC, Chicago

Jeffrey P. Gray, Barnes & Thornburg, LLP, Chicago


Meighan Harmon, Schiller DuCanto & Fleck, LLP, Chicago

Jerry Holisky, Aronberg Goldgehn Davis & Garmisa, Chicago

Michael F. Koenigsberger, Dussias Wittenberg Koenigsberger, LLP, Chicago

Daniel W. Linna, Jr, Northwestern Pritzker School of Law, Chicago


Hon. James F. McCluskey, 18th Judicial Circuit, DuPage County

Marvin Mendez, Stern Perkoski Mendez, LLC, Evanston

Richard Peters, Berkeley Research Group (BRG), Houston, TX

James Quigley, Beermann LLP, Chicago


Jordan Rosenberg, Beermann LLP, Chicago

Hon. Regina A. Scannicchio, Circuit Court of Cook County, Chicago

Anne Prenner Schmidt, Law Offices of Anne Schmidt, LLC, Highland Park

Hon. James A. Shapiro, Circuit Court of Cook County, Chicago


Valerie Steiner, Clark & Steiner, Ltd., Lake Forest

Joshua Stern, Stern Perkoski Mendez, LLC, Evanston

Anita Ventrelli, Schiller DuCanto & Fleck, LLP, Chicago

Mario Ventrelli, Ventrelli Simon, LLC, Northfield


NOT PICTURED

-Shiv Bhupathi, Divorce Financial Technology Solutions, Inc.
-Hon. Jack D. Davis, II, 7th Judicial Circuit, Sangamon County

-Hon. Stephen M. DeRue, 19th Judicial Circuit, Lake County
-Hon. Lisa T. Wilson, 10th Judicial Circuit, Peoria County
-Edyta Wojcik, Divorce Financial Technology Solutions, Inc.

Hon. Alicia N. Washington, 10th Judicial Circuit, Peoria County

Theofanis “Theo” Nicholas, MAI, Corporate Valuation Advisors, Inc.


Register Now