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Location
Live GoToWebinar

Registration
https://tfb.inreachce.com/Details/Information/554a10e5-bc33-462c-8740-0bde09627941

Speakers
Elliot Zisser, Esq., Jacksonville, FL
Josh Shilts, CPA/ABV/CFF/CGMA, CFE, Jacksonville, FL
Katherine Johnson, Esq., Jacksonville, FL

Description
Part I of the series will go over the key fundamentals that attorneys must know about business valuations in family law cases. Part I is a great “refresher” on the standards and components that all valuators use in performing business valuation work. The presentation will focus on premise of value, standard of value, and the importance of valuation dates along with an overview of the three commonly used valuation approaches and the methods regularly used for each. Presenters will also discuss the common types of methods used to assess enterprise and personal goodwill. Attendees will receive materials that include helpful discovery requests. Attendees will be able to ask the presenters questions in real time.

Schedule
12:00 PM – 12:05 PM
Opening Remarks and Introductions
Trisha Armstrong, Esq. West Palm Beach, FL

12:05 PM – 12:10 PM
Brief Overview of Business Valuation in Family Law Cases
Elliot Zisser, Esq, Jacksonville, FL
Josh Shilts, CPA/ABV/ CFF/ CGMA. CFE, Jacksonville, FL
Katherine Johnson, Esq, Jacksonville, FL

12:10 PM – 12:25 PM
Premise and Standard of Value
Elliot Zisser, Esq, Jacksonville, FL
Josh Shilts, CPA/ABV/ CFF/ CGMA. CFE, Jacksonville, FL
Katherine Johnson, Esq, Jacksonville, FL

12:25 PM – 12:35 PM
The Importance of Valuation Date(s) and Subsequent Events
Elliot Zisser, Esq, Jacksonville, FL
Josh Shilts, CPA/ABV/ CFF/ CGMA. CFE, Jacksonville, FL
Katherine Johnson, Esq, Jacksonville, FL

12:35 PM – 12:50 PM
Valuation Approaches and Methods
Elliot Zisser, Esq, Jacksonville, FL
Josh Shilts, CPA/ABV/ CFF/ CGMA. CFE, Jacksonville, FL
Katherine Johnson, Esq, Jacksonville, FL

12:50 PM – 1:05 PM
Personal v. Enterprise Goodwill Determination Methods
Elliot Zisser, Esq, Jacksonville, FL
Josh Shilts, CPA/ABV/ CFF/ CGMA. CFE, Jacksonville, FL
Katherine Johnson, Esq, Jacksonville, FL

1:05 PM – 1:25 PM
Questions

1:25 PM – 1:30 PM
Closing Remarks
Trisha Armstrong, Esq. West Palm Beach, FL

 

CLE Credits
1.5 CLE, 1.5 Marital & Family Law

Details

Date:
October 13
Time:
12:00 pm - 1:30 pm
Event Category:

Venue

Webinar
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