Thu Jan 17, 1:00 PM - Thu Jan 17, 6:15 PM

University Club

201 N. Franklin St., Tampa, FL 33602

Community: Downtown Tampa

Description

Join us for an afternoon of conversation, continuing legal education (CLE) courses and cocktails. This event is designed for attorneys seeking to enhance their professional development or who may be in need of continuing legal education. Enjoy the opportunity for networ

Event Details

Join us for an afternoon of conversation, continuing legal education (CLE) courses and cocktails. This event is designed for attorneys seeking to enhance their professional development or who may be in need of continuing legal education.
Enjoy the opportunity for networking and professional development. We'll provide a comprehensive range of relevant topics and information you need to stay current on the latest legal trends and opportunities.
*Participants can earn up to four credit hours of CLE (credits pending).

TOPICS AND PRESENTERS:
Using a Forensic CPA  - A Perspective For Lawyers | Frank Suponcic
This presentation will examine how to get the most out of using a forensic accounting expert, as well as tips for qualifying the proper expert. In addition, we will review the accounting standards most commonly questioned by lawyers in forensic accounting cases, as well as Daubert challenges. This program also covers effective engagement management methodologies, forensic approaches, expert report preparation, expert comparisons, testifying, the art of conveying clear expert conclusions and of course, "expert vulnerabilities."



Business Valuation Basics - What Every Lawyer Needs to Know | Dan Golish and Sean Saari
This course will take you through the process of a typical business valuation engagement, from scoping the work to ultimately arriving at a conclusion of value. Through a case study, we will address fundamental issues including valuation approaches (asset, income and market), normalizing analysis and valuation discounts.


Valuation Issues in Developing and Executing Buy-Sell Agreements | Dan Golish and Sean Saari
A buy-sell agreement is one of the most common tools utilized by lawyers and business advisors in protecting their business owner clients. In this course, you will learn about valuation issues that are critical to buy-sell agreements, such as the use of formulas and valuation discounts, which can significantly impact your client if and when the agreement is triggered. 


The Importance of State and Local Tax Nexus and How It Relates to State and Local Tax Due Diligence | Mary Jo Dolson
This course will lay out some of the important aspects of state income tax and sales tax nexus concerns,

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