Key Details

  • When?

    November 5th and 6th, 2024

  • Where?

    Ontario Bar Association Conference Centre

  • How Much?

    $799 per person (plus HST)

What you receive

  • Sessions

    Eight expertly curated sessions covering business valuation, income for support, accounting, and tax aspects pertinent to Family Law

  • Meals

    Catered breakfasts and lunches

  • Networking

    Post-conference cocktail hour at the end of day one

Day One (November 5, 2024)

  • Chartered Business Valuators: Role of the CBV Expert and Types of Reports

    This course explores the essential role of Chartered Business Valuators (CBVs) in Family Law. Participants will learn about the expertise CBVs bring to financial analysis and valuation in legal contexts. The course covers various report types CBVs prepare, including business valuations, income calculations, and contingent costs of disposition. Additionally, participants will learn when to involve a CBV and the range of services they provide, equipping them with the knowledge to effectively utilize CBV expertise in client representation.

  • Personal Income Tax Returns: A Comprehensive Walkthrough

    This course offers Family Law lawyers an in-depth walkthrough of personal income tax returns. Participants will gain a thorough understanding of how to analyze and interpret personal income tax documents, identify critical financial information, and uncover hidden income or assets. The course will cover key tax concepts, common issues in Family Law cases, and practical tips for effectively using tax returns in legal proceedings. This comprehensive training will enhance lawyers' ability to represent clients with complex financial situations.

  • Executive Compensation (RSUs, Options, Etc.): Valuation Issues in Family Law

    This course provides Family Law lawyers with a detailed exploration of executive compensation, including Restricted Stock Units (RSUs), stock options, and other complex compensation structures. The course will cover the unique challenges and valuation issues associated with these types of compensation in Family Law cases. Participants will learn how Chartered Business Valuators (CBVs) accurately assess the value of executive compensation, understand the financial implications for net family property and support calculations, and apply this knowledge effectively in client representation.

  • Income for Support Calculations: Detailed Walkthrough of a Guideline Income Calculation

    This course offers Family Law lawyers a comprehensive walkthrough of Guideline income calculations for support purposes. Participants will gain an in-depth understanding of how to accurately determine income for spousal and child support. The course will cover the analysis of various income sources, adjustments for tax implications, and the handling of complex financial situations. Through detailed examples and practical guidance, lawyers will learn to navigate the intricacies of support calculations, and apply this knowledge effectively in client representation.

Day Two (November 6, 2024)

  • Calculate Net Family Property: Form 13.1 The Devil is in the Details

    This course provides Family Law lawyers with a walkthrough of calculating net family property using Form 13.1. Participants will delve into the complexities and nuances of accurately assessing net family property, learning to identify and address potential pitfalls and hidden details. The course will cover the valuation of assets and liabilities, the treatment of excluded property, and the impact of date-of-marriage deductions. Lawyers will gain practical insights and detailed guidance to ensure precise and thorough net family property calculations in their cases.

  • The Basics: How to Read Corporate Financial Statements

    This course equips Family Law lawyers with the essential skills to read and interpret corporate financial statements. Participants will learn the basics of financial statement analysis, including understanding balance sheets, income statements, and cash flow statements. The course will cover key financial indicators, common accounting terms, and how to identify relevant financial information for Family Law cases. By the end of the course, lawyers will be able to better understand corporate financial statements in order to support their client representation in cases involving business interes

  • Introduction to Business Valuations

    This course provides Family Law lawyers with a foundational understanding of business valuations. Participants will learn the basic principles and methodologies used to value businesses, including income, market, and asset-based approaches. The course will cover key factors influencing business value, common challenges in business valuation, and the application of valuation concepts in Family Law cases. By the end of the course, lawyers will have the essential knowledge to interpret and utilize business valuations effectively in their client representation.

  • Corporate Income Tax Returns: A Comprehensive Walkthrough

    This course offers Family Law lawyers an in-depth walkthrough of corporate income tax returns. Participants will learn how to analyze and interpret corporate tax documents to uncover critical financial information. The course will cover key tax concepts, the structure of corporate tax returns, and common issues that arise in Family Law cases. Through practical examples and detailed guidance, lawyers will gain the skills needed to enhance their ability to represent clients with complex financial situations.

Instructors

Brandon Lewis

C.P.A, C.A., C.B.V, C.F.F

Brandon is experienced in business valuation, quantification of economic loss, corporate finance, and forensic accounting. Brandon has been qualified as an expert witness and given expert testimony on business valuation and damages quantification matters at the Ontario Superior Court of Justice, and also has experience in mediation and arbitration settings. He has completed extensive business valuations in a variety of contexts, including but not limited to: family law, tax planning initiatives, shareholder disputes/buyouts, portfolio valuation, corporate finance and estate planning. Brandon has also authored Expert Reports and other reports quantifying financial damages in shareholder disputes, dissent and oppression, breach of contract and other contract disputes, product liability, breach of fiduciary duty, securities violations and disputes, expropriation, business interruption insurance claims, negligent and fraudulent misrepresentation, and family law-related matters.

Paula White

C.P.A, C.A., C.B.V

Since 1992 Paula has worked exclusively in providing business valuation and litigation support services to lawyers and business owners in the Greater Toronto Area. She started her career at Cole & Partners, where she became a partner in 1997 and continued with the firm when it joined Duff & Phelps in 2010. In May 2015 Paula founded White & Lewis Inc. Paula has completed training in mediation and arbitration of family law matters in Ontario, and is a member of the Family Dispute Resolution Institute of Ontario (FDRIO). Paula has provided expert witness testimony in Ontario, and frequently participates in mediations, arbitrations, settlement conferences, trials and related court proceedings. She has a reputation in the legal community as a trusted and credible expert.