Join CBV Institute and Family Dispute Resolution Institute of Ontario (FDRIO) for a joint seminar as three expert panels provide attendees with key insights on practical issues in family law.
12:05 – 1:05 PM ET
Bob Klotz, LL.M., literally wrote the book on the interaction between bankruptcy and family law and has been involved in every major case during his career. Come and be both educated and entertained.
1:05 – 2:05 PM ET
Join Avagene Skervin, LL.B., for a discussion on sample cases that addressed various financial issues in family law throughout 2020, including valuation issues and the determination of income for child and spousal support purposes.
2:05 – 2:35 PM ET
Valuing RSU’s, stock options and other employment benefits – Vivian Alterman will be providing a review/primer on the valuation of restricted stock units (RSUs), performance share units (PSUs), employee stock options, and other employment benefits for family law purposes. The presentation will provide a basic understanding of how certain stock based compensations function, valuation methodologies, including a discussion on discounts, income tax treatment and double dipping.
Valuing a Law and Accounting Firm – Christine Larkin will be discussing the valuation of accounting and legal professional practices, including proprietorships, partnerships and professional corporations. The presentation will consider valuations for sales or buy-ins of new partners and tax re-organizations but focus mainly on family matters, and the implications of existing partnership agreement terms in these valuations and income for support purposes.
Valuing Dental Practices – Dental Practice Valuations require expertise as unique as the industry itself. Many dentists possess limited financial expertise and financial experts (generally) know very little about the practice of dentistry (except that it is something they want to avoid experiencing first hand). Join Jared Behr as he aims to look at key trends in 2021 and specific factors that are taken into account when determining the value of the shares or assets of a privately owned dental practice. Dental practice purchases are generally a highly leveraged transaction (i.e. financed mostly by new debt) and the valuations are commonly used by the “big banks” when assessing the debt capacity and reasonability of the purchase price (i.e. their willingness to lend and at what rates).
The information, analysis and opinions expressed in the webinars, podcasts and/or congress presentations are solely those of the presenter/author, are not reviewed by the Institute as to content or accuracy, and are not endorsed by CBV Institute or any of its Members.