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Overview
The Most Effective Strategies for Ensuring Your Client's Financial Security
Navigating high-net-worth divorce cases can sometimes feel like rocket science. Spousal and child support negotiations, asset valuation and division, tax issues - talk about cumbersome and overwhelming! However, it's all doable, and the tips you need to streamline these cases are within reach. In this advanced-level program, our distinguished faculty equip you with actionable tactics for handling issues pertaining to high-net-worth divorce cases. Take your skills to the next level - register today!
- Formulate strategies for valuing and dividing complex assets.
- Acquire tips for dealing with complex tax matters in high-net-worth divorce.
- Spot common mistakes made when calculating child and spousal support.
- Unearth techniques for working with financial experts and forensic accountants.
Abbreviated Agenda
- Your Guide to Navigating Advanced Asset Valuation and Division
- Tactics for Tackling Complex Tax Issues With Finesse
- 6 Mistakes to Watch for When Calculating and Negotiating Spousal and Child Support
- Drive Results: Tips for Collaborating With Forensic Accountants and Financial Experts
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 05-22-2027 |
| Alabama CLE |
|
3 Total | 12-31-2025 |
| Arkansas CLE |
|
3 Total | 06-30-2026 |
| Arizona CLE |
|
3 Total | 05-22-2027 |
| California CLE |
|
3 Total | 05-22-2027 |
| Colorado CLE |
|
4 Total | 12-31-2027 |
| Connecticut CLE |
|
3 Total | 05-22-2027 |
| Delaware CLE |
|
3 Total | 05-22-2027 |
| Florida CLE |
|
3.5 Total | 11-30-2026 |
| Georgia CLE |
|
3 Total | 12-31-2025 |
| Hawaii CLE |
|
3 Total | 05-22-2027 |
| Iowa CLE |
|
3 Total | 05-22-2026 |
| Idaho CLE |
|
3 Total | 05-22-2030 |
| Illinois CLE |
|
3 Total | 05-21-2027 |
| Indiana CLE |
|
3 Total | 05-22-2026 |
| Kansas CLE |
|
3.5 Total | 05-21-2026 |
| Louisiana CLE |
|
3 Total | 05-22-2026 |
| Maine CLE |
|
3 Total | 05-21-2027 |
| Minnesota CLE |
|
3 Total | 05-22-2027 |
| Missouri CLE |
|
3.6 Total | 05-22-2027 |
| Northern Mariana Islands CLE |
|
3 Total | 05-22-2027 |
| Montana CLE |
|
3 Total | 05-22-2028 |
| North Carolina CLE |
|
3 Total | 02-28-2026 |
| North Dakota CLE |
|
3 Total | 05-22-2028 |
| Nebraska CLE |
|
3 Total | 05-22-2027 |
| New Hampshire CLE |
|
3 Total | 05-22-2028 |
| New Jersey CLE |
|
3.6 Total | 02-17-2026 |
| New Mexico CLE |
|
3 Total | 05-22-2027 |
| Nevada CLE |
|
3 Total | 05-22-2028 |
| New York CLE |
|
3.5 Total | 05-22-2028 |
| Ohio CLE |
|
3 Total | 12-31-2025 |
| Oklahoma CLE |
|
3.5 Total | 05-22-2027 |
| Oregon CLE |
|
3 Total | 05-22-2028 |
| Pennsylvania CLE |
|
3 Total | 05-22-2027 |
| South Carolina CLE |
|
3 Total | 12-31-2025 |
| Tennessee CLE |
|
3 Total | 05-21-2027 |
| Texas CLE |
|
3 Total | 04-22-2026 |
| Utah CLE |
|
3 Total | 12-31-2025 |
| Vermont CLE |
|
3 Total | 05-22-2027 |
| Washington CLE |
|
3 Total | 05-21-2030 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2026 |
| West Virginia CLE |
|
3.6 Total | 05-22-2027 |
| Wyoming CLE |
|
3 Total |
Select Jurisdiction
CLE
Agenda
-
Your Guide to Navigating Advanced Asset Valuation and Division
- Streamlined Methods for Valuing and Dividing Business Assets
- Safeguard Your Clients: Tips for Valuing Stock Options and RSUs
- Retirement Realities: Top Considerations When Dividing Retirement Plans
- Trust Assets: How to Value and Divide Them
- Stay Current: Tips for Valuing and Dividing Cryptocurrency and Digital Assets
- Your Atlas to Dealing With Assets or Investments in Another Country
-
Tactics for Tackling Complex Tax Issues With Finesse
-
6 Mistakes to Watch for When Calculating and Negotiating Spousal and Child Support
-
Drive Results: Tips for Collaborating With Forensic Accountants and Financial Experts
Who Should Attend
This program is designed for attorneys. Accountants, divorce financial planners/analysts, and paralegals may also benefit.
Speakers
Speaker bio
Michele Avery
is a partner with Carr, Riggs & Ingram CPAs and Advisors. Her experience includes business valuations for sales transactions, management buy-ins and buyouts, marital dissolution proceedings, shareholder disputes, buy/sell agreements, and estate and gift matters. In addition to her valuation practice, Ms. Avery also provides expert reports for litigation proceedings that are concerned with lost profits, shareholder disputes, marital dissolution proceedings and insurance claims. She is a member of the American Institute of Certified Public Accountants, Society of Louisiana Certified Public Accountants, National Association of Certified Valuation Analysts, Business Valuation and Litigation Services Committee of Louisiana CPA Society, Estate and Financial Planning Committee of Louisiana CPA Society, North Shore Estate and Financial Planning Society, and North Shore Chapter of the Louisiana CPA Society. Ms. Avery has written and lectured extensively on the topic of business valuation. She earned her B.A. degree from the University of Wisconsin and her M.B.A. degree from Louisiana State University. Ms. Avery has more than 20 years of business valuation and forensic accounting experience.
Speaker bio
C. Page Hamrick, III
, J.D., CPA, is the principal of the Charleston law firm of C. Page Hamrick III, Attorney at Law. He has concentrated his practice in the areas of divorce law, tax and corporate estate law. Mr. Hamrick has served as a family law master, as assistant attorney general, as counsel to the West Virginia Legislature and as a hearing officer for numerous state agencies. He is a certified public accountant. Mr. Hamrick has testified as an expert witness in matters involving federal and state tax, financial analysis and real estate. He is a member of The West Virginia State Bar, American Association of Attorney-CPAs and West Virginia Society of Certified Public Accountants. Mr. Hamrick regularly teaches tax and law courses at Marshall University and has taught accounting at West Virginia University-Tech. He earned his B.S.B.A. and J.D. degrees from West Virginia University and his M.B.A. degree from the Marshall University (formerly WVCOGS).
Speaker bio
Julie C. Dixon
is a shareholder at Dixon & Mosely, P.C. where she practices in the areas of family law, including complex financial components of domestic relations, business matters and estates. She has co-written, taught and researched several articles on family law and domestic relations matters. Ms. Dixon earned her B.S. degree from the Indiana University, Bloomington and her J.D. degree from the Indiana University School of Law, Indianapolis.She is a member of the Indianapolis, Indiana State and Boone County bar associations. Ms. Dixon practices in counties throughout the state of Indiana.
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