Family Law Section

8:00 a.m. – 9:00 a.m.

Committee and Task Force Meetings

Legislation Committee (Holland, 4th Floor)
Child Custody Committee (East, 4th Floor)
Membership/Longe Range Planning (Lincoln, 4th Floor)

9:15 a.m. – 12:00 p.m.

Family Law Section Executive Committee Meeting

Trianon Ballroom, 3rd Floor

12:00 p.m. – 2:00 p.m.

Family Law Section Reception and Lunch

Grand Ballroom West, 3rd Floor
“To Affirm or Not To Affirm: That Is The Question And Other Timely Issues Affecting The Matrimonial Bar”
Guest Speaker: Hon. Jeffrey S. Sunshine | Statewide Coordinating Judge for Matrimonial Matters, Kings County Supreme Court, Brooklyn, NY

2:00 p.m. – 2:10 p.m.

Welcome and Introduction

Speaker

Joan Casilio Adams, Esq. | Chair, Family Law Section J. Adams & Associates Buffalo, NY

Richard C. Lewis, Esq. | President, New York State Bar Association Hinman, Howard & Kattell, LLP Binghamton, NY

2:10 p.m. – 2:35 p.m.

Know Your Lines: The Lurking Entries on Tax Returns That Impact Your Equitable Distribution Case

Tax Issues appear in most family law engagements. This portion of the presentation is packed with quick takeaways and examples of the five (or ten) most common ways to identify income, assets, and obligations of the marital estate.

Speaker

Louis F. Panariello, CPA/ABV/CFF | KLG Business Valuators & Forensic Accountants Melville, NY

Moderator

Lauren Crane, Esq. | Bender & Crane LLP New York, NY

2:35 p.m. – 3:00 p.m.

How to Turn Losses into Gains: Identify, Value, & Divide

Identify losses that represent future assets via income tax return and discover the nuanced rules of dividing various loss carry forwards in matters of equitable distribution.

Speaker

Katie E. Stott, CPA/ABV | BST & Co. CPAs, LLP Latham, NY

Moderator

Lauren Crane, Esq. | Bender & Crane LLP New York, NY

3:00 p.m. – 3:05 p.m.

Break

3:05 p.m. – 3:30 p.m.

Do You Speak the Language: The Disclosure of Foreign Assets, Income & Liabilities

Foreign assets can complicate marital dissolution. Learn the required disclosures for foreign assets, how foreign income is taxed in the US, how to repatriate income and assets and the penalties for non-disclosure.

Speaker

William P. Allen, CPA/ABV,CFE | Brisbane Consulting Group, LLC Buffalo, NY

Moderator

Lauren Crane, Esq. | Bender & Crane LLP New York, NY

3:30 p.m. – 3:55 p.m.

Hiding In Plain Sight: Valuation Issues in Tax Returns

Are ERC credits real or bogus? What happens to shareholder loans in a valuation? Are income tax rates really going to change? If the financial expert has the tax return, why do they keep requesting the financial statements? Learn how the answers to these questions and more impact the valuation of your client’s business!

Speaker

Lukasz Kustra, ABV | Financial Research Associates Edison, NJ

Moderator

Lauren Crane, Esq. | Bender & Crane LLP New York, NY

3:55 p.m. – 4:10 p.m.

Break

4:10 p.m. – 5:00 p.m.

Matrimonial & Family Law Update: The Year in Review

The most interesting cases of 2023, new statutes, court rules and issues on the horizon.

Speaker

Hon. Bruce J. Wagner (Ret.) | Support Magistrate Schenectady and Montgomery County Family Courts Schenectady, NY

6:00 p.m. – 8:30 p.m.

Family Law Section Offsite Reception

The Lotos Club, 5 E 66th St, New York, NY 10065
Note: All attendees must be registered in advance.
Dress Code Policy: Click here to learn more.