Divorce: Accounting and Tax Issues

SKU: DIV057 Back to Course Listings

About This Course

This practical seminar provides invaluable information on how to prepare a financial disclosure affidavit. The panel will discuss taxation and business valuation issues. The materials and presentations offered at this seminar will give you a clear understanding of the forensic examinations. This highly informative seminar will also focus on case strategy and trial preparation and will be presented by experienced and well-respected professionals who will offer valuable and practical insight and opinions on key issues and concepts. This seminar will teach you to identify the purpose and use of the financial disclosure affidavit, review tax considerations in allocation of property between the spouses and discuss the use of life insurance in settlement agreements. The seminar will also discuss:
• Forensic examinations in family law cases
• Financial disclosure affidavit
• Business valuation issues in family law cases
• Retirement issues
• Case strategy, deposition and trial preparation

Lecturers for this Course

Jeffrey W. Brend John M. Christensen Gregory A. Papiernik Jennifer M. Fletchall, Esq.

Lecturer Bios

Jeffrey W. Brend

Jeffrey W. Brend, J.D., CPA/ABV, ASA, CFE, principal of Levin & Brend, P.C., is the only person in the country who is a fellow of the American Academy of Matrimonial Lawyers, an accredited senior appraiser with the American Society of Appraisers, an accredited business valuator with the American Institute of Certified Public Accountants and a certified fraud examiner with the Association of Certified Fraud Examiners. He has received the highest rating in the Martindale-Hubbell Law Directory and is a 2007 Illinois Super Lawyer. Mr. Brend is the past chair of the Matrimonial Law Committee for the Chicago Bar Association. He has concentrated his practice in all aspects of divorce. He is routinely appointed by the courts to represent children in complex custody and visitation cases. Along with being an attorney, Mr. Brend is a certified public accountant and has been qualified as a financial expert to value businesses, determine net income and complete forensic financial investigations throughout the Chicagoland area. He is also an adjunct professor at the Chicago-Kent School of Law, where he teaches financial aspects of divorce in the LL.M. Family Law Program. Mr. Brend speaks nationally, including at the 2006 Training Conference for the FBI’s Certified Public Accountants and at the 2006 Annual Conference of the Association of Certified Fraud Examiners.

John M. Christensen

John M. Christensen, CPA/ABV, ASA, CFE, serves as a financial expert in the nationally recognized forensic accounting practice at Levin & Brend, P.C., in Chicago, Illinois. Mr. Christensen previously worked for Arthur Andersen in their Corporate Tax Consulting Group, working with mergers and acquisitions of closely-held businesses. He also served as a vice president of a $6 billion distribution company. Mr. Christensen’s broad financial expertise gives him a distinct approach to business valuations of closely-held businesses and forensic accounting investigations. He is a certified public accountant, a certified fraud examiner and a accredited senior appraiser, and is accredited in business valuation by the AICPA. Mr. Christensen is currently a Level II candidate in the chartered financial analyst program.

Gregory A. Papiernik

Gregory A. Papiernik is a member with Levin & Brend, P.C. He is both a CPA and an attorney. He focuses his practice in the areas of individual taxation, corporate tax planning, business tax planning, estate planning, probate administration, retirement planning, elder law, nonprofit organizations law, business transactions, business valuation and forensic accounting. He is a member of the Chicago, Illinois State and American Bar Associations; the National Academy of Elder Law Attorneys; the American Society of Appraisers; the Illinois Certified Public Accountant Society; and the American Association of Attorney Certified Public Accountants. In addition to his work as an attorney, Mr. Papiernik is an adjunct professor at Lewis University in Romeoville, Illinois, where he teaches financial accounting in the master’s program. Mr. Papiernik received a J.D. degree, with honors, from the Chicago-Kent School of Law and graduated with a B.B.A. degree from the University of Notre Dame.

Jennifer M. Fletchall, Esq.

Jennifer M. Fletchall joined the law firm of Levin & Brend, P.C., in 2001. She is an attorney who focuses her practice in the areas of family law, domestic relations, tax law, business valuation and forensic accounting. Currently sitting for the certified public accounting exam, Ms. Fletchell is preparing to fulfill her licensing requirements by August 2006. In addition, she is completing her certification requirements as a business valuator. Ms. Fletchell’s professional memberships include the Chicago, DuPage County, Illinois State and American Bar Associations; the American Society of Appraisers; the Certified Public Accountant Society; and the Business Valuation Association. She is the co-author of a textbook, Accounting For Divorce: Taxes, Business Valuation and Forensic Accounting. Ms. Fletchall earned her J.D. degree from The John Marshall Law School after graduating from the University of Illinois at Urbana-Champaign with a B.S. degree in accountancy.

Spend less and get more

Get the courses that you need and the forms completed in days — not weeks or months.

Dedicated CLE Manager

Quality help from a responsive CLE expert dedicated to assisting you.

Riveting Content & an Exceptional Library

Experience outstanding presenters.

Free Customized CLE Tracker

Keep crystal clear records of your courses and credits.

Online, Audio CD, DVD, iOS/Android App, USB Stick

Learn at your pace, in the format that you prefer.

Discover the Nacle Difference

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize Options

Subscribe for Course Updates and News

Please provide us with your licensed state(s) so we can send you content relevant to you.

Please fix the following errors:

Email:

Admitted State:

Admitted in more than one state?

Bar/Reg/ID #

Leave blank if you don't have one or wish to provide it later

Admitted States:

For even more customized results, please provide your name and phone number (optional).

First Name (optional):

Last Name (optional):

Phone (optional):

By checking this box, I agree to the National Academy of Continuing Legal Education's and . By agreeing to the Nacle.com's Terms and Conditions and Privacy Policy, I am providing my express consent to receive calls and texts to any and any other numbers I have provided or will provide to Nacle.com or that I have provided as contact information for my law license from Nacle.com representatives regarding CLE product offerings and updates. I understand I can revoke this consent at any time. Any such communications will be made in accordance with our and our .

You have successfully been added to our mailing list!

Accreditation and CLE Rules for Illinois

Divorce: Accounting and Tax Issues

About This Course

Lecturers for this Course

Spend less and get more

Dedicated CLE Manager

Riveting Content & an Exceptional Library

Free Customized CLE Tracker

Online, Audio CD, DVD, iOS/Android App, USB Stick

Want Different Options?

Subscribe for Course Updates and News

Subscribe for Course Updates and News

Please provide us with your licensed state(s) so we can send you content relevant to you.

Select your admitted states

Use the form below to select the states where you have been admitted to the bar. You may also provide your bar number for each state.

Admitted State:

For even more customized results, please provide your name and phone number (optional).

You have successfully been added to our mailing list!

Chat With a CLE Specialist

Use the form below to send a message to our team of highly-trained CLE Specialists. Or call us at 312-971-3791.

Your message has been sent to our team of CLE Specialists. We will get back to you shortly!