Our panel of experts will discuss how to tackle complex cases that involve tracing and/or post-separation accounting. They will discuss common pitfalls and best practices, with a special focus on case management, the Marriage of Simonis Case and real-world examples to provide practical perspectives. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.
Learning Objectives
• Learn how to identify and manage cases that involve tracing and post-separation accounting, with a focus on the criteria for declaring these cases as 'complex' and effective case management strategies.
• Discuss common challenges and pitfalls in cases involving tracing and post-separation accounting, and explore best practices for avoiding these issues.
• Analyze the Marriage of Simonis Case to identify key lessons and best practices for managing complex tracing and post-separation accounting cases.
Major Topics
• Best Practices for Tracing and Accounting
• Case Management in Complex Family Law Cases
• Insights from the Marriage of Simonis Case
