Product Description

A contentious financial issue in a pending divorce is not just how much income is available for support, but what is the need of the recipient. This program dives into the needs-based analysis and explains key points decided in the 2017 Supreme Judicial Court decision Young v. Young. The panel of experts provides a road map to guide you through this type of analysis and required discovery. 

On the other side of the needs-based analysis is the concept of a payor “hiding income.” As soon the words hiding income are uttered, the red flag is immediately raised, and your case grows far more complicated. Participants gain an understanding of the concept of a forensic investigation for your clients and the proper method of conducting a forensic investigation. The panel is also dedicated to providing an understanding of the interplay between forensic accounting and a business valuation. 

Get your questions answered—How is a needs-based analysis constructed based on current case law? When is a forensic analysis necessary? How is a forensic analysis incorporated into the case? When is a forensic analysis incorporated into a business valuation?

Agenda & Materials

• 1:00 - 1:05

  Welcome & Introduction

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  Marc D. Bello, CPA/ABV, CVA, MAFF, Edelstein & Company LLP , Boston
  
• 1:05 – 1:45

  Tax Reform and Family Law

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  Jason Pierce, CPA, CMA, CFM, CVA, JS Held , Newton
  
• 1:45 – 2:45

  Legal Panel Point & Counter Point perspectives in support

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  Alexander D. Jones, Esq., Brick, Jones, McBrien & Hickey LLP , Newton Upper Falls
  Gina J. Calabro, Esq., Brick, Jones, McBrien & Hickey LLP , Newton Upper Falls
  Francine Gardikas, Esq., Burns & Levinson LLP , Boston
  Alisa L. Hacker, Esq., Day Pitney LLP , Boston
  
• Current Case law development
• Needs based analysis
• Ability to pay analysis
• Discovery issues in validating income
• Preparing financial statements – expenses for non-income producing spouse v. expenses on income producing/business owner spouse
• 2:45 – 3:00

  Networking and Refreshment Break
• 3:00 – 3:45

  Discovering hidden assets

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  Marc D. Bello, CPA/ABV, CVA, MAFF, Edelstein & Company LLP , Boston
  
• 3:45 – 4:15

  Interplay of business valuation and forensic accounting

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  Stephen J. Bravo, Apogee Business Valuations, Inc , Framingham
  
• 4:15 - 5:00

  Panel & "Ask the Experts" Q&A

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• Issues relating to imputed income (what income is available for support)
• What happens when alimony is non-deductible
• Interplay between child support and alimony

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty