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2016 Agenda
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Thursday, October 27th


12:00 Noon

05:00 PM

Registration

01:30 PM

03:00 PM

Fundamentals of Family Law Taxation- 

Tax issues are pervasive in divorce litigation and family law settlements. This 90-minute session will review the fundamental principles at a sophisticated level without jargon. Whether you are learning the ropes, or interested in brushing up, this session will cover the bases from alimony to marital property transfers to innocent spouse relief – and beyond.

Brian Vertz is the author of Frumkes and Vertz on Divorce Taxation a nationally recognized treatise on tax strategy in family law.  Brian Vertz JD MBA, Partner at the Pittsburgh law firm of Pollock Begg Komar Glasser and Vertz.  

 1.5 CFP Ce's Pending

1:30 PM

3:10 PM

CFP Ethics -  Jim Pasztor, Vice President of Academic Affairs at the College for Financial Planning from the College for Financial Planning (session runs 100 minutes)

03:15 PM

04:45 PM

Concurrent Breakout Sessions:

Open Source Intelligence: Legal Online Research Strategies & Insights -  Open source intelligence is more than just an ability to use the Internet. Special databases and offline sources are among the many rich veins of information that go unknown and untapped by the financial industry, intelligence analysts, business researchers, law enforcement, investigators, security personnel, EP teams, legal professionals, and financial researchers. You will learn a number of essential investigative skills: 

Sandra Stibbards specializes in Financial Fraud Investigations, Competitive Intelligence, Counterintelligence, Penetration Tests/Vulnerability Assessments, Intelligence Collection, IP Investigations and Internet Investigations. Sandra Stibbards, Owner and President of Camelot Investigations. 

Executive Compensation: The Ultimate CDFA Guide Nancy Hetrick, CDFA™, MAFF™, AWMA® founder of Smarter Divorce Solutions.

Would you like to gain an in-depth understanding of exactly how to handle the most common executive compensation awards in a divorce situation? We will cover: Stock Options, RSU’s Are they marital? Are they vested? Will they be valued? How will they be divided?What are the tax implications? Will they be considered and asset, income or both for purposes of spousal maintenance and child support?

1.5 CFP  CE's pending approval

06:00 PM

09:00 PM

Reception and Keynote Dinner with Jeff Brend:

Top 10 Stupid Things People Do to Hide Money in Divorce 

partner at Levin and Brend. Jeff Brend specializes in family law, taxation, business litigation, business valuation, and forensic accounting. He  is the only person in the country who is a both fellow of the American Academy of Matrimonial Lawyers (AAML) and affiliated with the American Society of Appraisers and Association of Certified Fraud Examiners

1.5 CFP  CE's pending approval

 

Friday, October 28th


07:00 AM

05:00 PM

Registration & Exhibits

07:30 AM

08:30 AM

Breakfast

08:30 AM

9:00 AM

Plenary Session: ADFP's President- Cheryl Glazer

9:00 AM

10:15 AM

Real Estate & Divorce: The session focuses on the financial, tax and family aspects of residential, vacation, and multi-family real estate. Andrew Samalin, CFP®, EA, CDFA™ is a financial professional with over 24 years of experience in assisting attorneys and their clients.  Samalin has focused his practice on divorce financial planning through his SEC-Registered Investment Advisory firm Samalin Investment Counsel, LLC and affiliate Samalin Divorce Finance, LLC

10:30 AM

12:00 PM

Case Law Development in Divorce Taxation -Knowing the latest case law is essential for advising divorce clients and testifying in courts. This session will provide a rapid-fire interactive summary of the latest cases affecting tax and valuation in the divorce setting. Attend this session to gain a competitive advantage in family law engagements involving complex financial matters.

Brian Vertz JD CPA, Partner at the Pittsburgh law firm of Pollock Begg Komar Glasser and Vertz.  Brian Vertz is the author of Frumkes and Vertz on Divorce Taxation a nationally recognized treatise on tax strategy in family law. 

1.5 CFP  CE's

12:00 PM

01:30 PM

Lunch

01:30 PM

03:00 PM

Concurrent Breakout Sessions:

The Best Way to Attract Clients: The Emotional LandscapeThe fact that you are a whiz with numbers is not the reason divorcing clients will choose to hire you. The path to attracting and retaining clients is to understand the many conflicting emotions, worries, stressors and feelings of grief that your clients are experiencing. Liza Caldwell and Kim Mishkin.

Structuring Buy-Out of Business or Real Estate for High Net Worth Business Owners and Individuals-

Business Owner couples often have the challenge of Cashflow to buy out each other’s interest. If the deferred payment is not structure carefully, the arrangement can lead to taxable consequences and uncertainty post divorce.  QES is one of the structure that can be used within the strategy to transfer the interest in the business and/or real estate assets. 

Elaine Chan PhD CFP®, CRPC®, AIF® is the founder and managing principal of FIOH Global Asset Management and Strategies, LLC in Seattle. 1.5 CFP  CE's  

 Using Housing Wealth to Facilitate Asset Division in “Silver Divorce” Some Surprisingly Beneficial Uses of Reverse Mortgages

In an era when RMD's are high and earnings on investments are low, then prudence demands we consider all available alternatives. Barry Sacks J.D., Ph.D., is a practicing tax attorney in San Francisco. He has specialized in pension-related legal matters since 1973 and has published numerous articles in legal journals. 1.5 CFP  CE's pending approval

03:00 PM

03:15 PM

Break

03:15 PM

04:30 PM

Concurrent Breakout Sessions:

How to Prepare a Marital Balance Sheet for a Divorce Lawyer - Miles Mason and Teresa Bailey

Marital balance sheets can be used to confirm an understanding of a divorcing spouse's estate and in analyzing settlement scenarios. So why don't more lawyers use them? Learn how and why CDFA's can help manage litigation engagements and look like superstars to clients and lawyers.

Miles Mason, Sr. JD, CPA, is a divorce lawyer. Miles is a nationally recognized speaker who presents continuing education seminars across the country on divorce trial practice involving complex financial issues, forensic accounting, and business valuation for judges, attorneys, CPAs, and business valuation experts.  

Teresa Bailey CFP®, CDFA® is a partner at Pickler & Bailey Financial Planning in Memphis. She is also President of the Financial Planning Association (FPA) of Greater Memphis. 1.5 CFP  CE's pending approval

The Top 10 QDRO Traps Every Divorce Financial Advisor Needs to Know- Jacki Roessler, CDFA™ 

You dont want to miss this engaging advanced session on how to avoid the most critical financial mistakes Ms. Roessler has seen in the QDRO arena. Topics covered will include assisting the attorney with thorough retirement plan research, survivor benefit issues, the dangers of equalizing defined contribution plans, new concerns with the division of IRAs and malpractice claims resulting from vague Judgment language and delayed entry of Orders.  

Jacki provides litigation support to family law attorneys and helps clients understand the short-term and long-term financial impact of any settlement proposal on their financial future—before they sign on the dotted line. In addition, she prepares and reviews Qualified Domestic Relations Orders (QDRO’s) for Michigan attorneys. 1.5 CFP  CE's pending approval

Attracting Attention - Effective Strategies for Marketing Your Divorce Practice Panel Discussion  - Donna Cheswick CDFA™ is a financial advisor and shareholder of Medallion Wealth Management. Bob Bordett and Pam Friedman will also join the panel.

4:45 PM

6:00 PM

Keynote Address: Mary Beth Franklin- in 2015 Congress made subtle changes in social security and medicare. These changes force advisors to balance longevity and claiming strategies.

Learn the nuances of the SSI and Medicare claiming strategies with Mary Beth Franklin nationally known financial expert, social security expert, and InvestmentNews contributing editor. 1.5 CFP  CE's  

6:00 PM

 8:00 PM

Reception

Saturday, October 29th


07:00 AM

05:00 PM

Registration & Exhibits

08:00 AM

09:00 AM

Breakfast

09:00 AM

10:30 AM

Concurrent Breakout Sessions:

Digital Marketing Revolution for Financial Professionals- Peter Montoya, social media expert has guided financial professionals to maximize the use of social media and its tools.

Ten Tricks That Attorneys Will Play on You When You Are an Expert Witness- Jeffrey Brend 1.5 CFP  CE's  

Financial Infidelity- Cary Carbonaro  MBA, CFP® 
Managing Director United Capital of New York & New Jersey. Author of Money Queen Guide For Woman Who Want to Build Wealth and Banish Fear. 1.5 CFP  CE's pending approval


10:30 AM

10:45 AM

Break

10:45 AM

12:00 PM

Concurrent Breakout Sessions

College Financial Aid and Divorce: How to Maximize Aid - Paying for college has a new playbook, learn how to help position your clients for the best financial aid package. Sandy Voit CDFA LMH is the founder of Tangible Solutions in Seattle. 1.5 CFP  CE's 

How To Ensure 100% Of Divorce Settlement Payments Continue During The Disability of The Payor 

Presently, divorce decrees deal with disability of the Payor of spousal and child support payments one of two ways: There is nothing in the decree so the only option is for the Payor to go back to court and file for a change in circumstances, if he/she is disabled. A reduced payment amount has been written into the agreement.

Both of these solutions are bad for both divorcees.  William Pollock, CEO of Disability Specialists will introduce a new, affordable way to ensure 100% of the payments stipulated by the divorce decree continue during the disability of the Payor. 1.5 CFP  CE's 

12:00 PM

01:30 PM

Lunch

01:30 PM

02:30 PM

Marketing to Divorce Lawyers, The Inside Scoop- Miles Mason JD

02:30 PM

02:45 PM

Break

02:45 PM

04:00 PM

Open Source Intelligence: Resources, Techniques & Tools for Due Diligence and Locating Hidden Information - Sandra Stibbards 1.5 CFP  CE's pending approval

 


 

Concurrent Breakout Sessions


Questions about the new ADFP website?
Please contact adfp@divorceandfinance.org