Valuation, Forensic Accounting & Litigation Services Conference LiveStream (LCWEB)

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Thursday, January 9, 2020
Introduction and Opening Remarks
8:00am-8:10am
General Session

Utilizing Data Analytics to Identify Data Anomalies (Credits: 2.0 AA)
8:10am-9:50am

Kathryn K. Horton, CPA, CMA, CIDA
President / Kathryn K. Horton CPA PA
Fort Lauderdale, FL

Explore the benefits of data analytics, including the discussion of actual fraud uncovered using data analytic software.  Learn different data mining techniques to identify anomalies, including numeric theories, proximity analysis and fuzzy matching.  Explore process automation, artificial intelligence, and horizon issues.  Understand, through actual demonstration using data analytic technology, why this method is vital to your continued success.


Break
9:50am - 10:00am
General Session

What You Need to Know About Digital Forensics (Credits: 1.0 TB)
10:00am-10:50am

Bryan Barnhart
Computer Security Consultant / Infiltration Labs, LLC
Ft. Lauderdale, FL

Explore digital forensics and its impact on the profession.  Determine if documents have been altered to conceal information.  Learn about tracing transactions, including identifying and recovering deleted files.  Understand internet history including searches, web visits and downloads.  Also, receive a glimpse into cyber threats and the steps you need to take to protect yourself and your clients.


Emerging Issues in Cannabis and HEMP/CBD Appraisals: Hot Buttons, Lessons Learned, Challenges and Trapdoors (Credits: 1.0 TB)
10:50am-11:40am

Ronald L. Seigneur, ASA, CPA/ABV, CVA
Managing Partner/Valuation Specialist / Seigneur Gustafson, LLP
Lakewood, CO

Learn about appraisal nuances in the cannabis and hemp sectors, with a focus on the application of the discounted cash flow method under the income approach to value and the use of market data under the market approach to value.  Explore industry resources and how to keep current with the rapidly evolving landscape for licensing in the regulated legal side of the cannabis industry, as well as the dynamics in play in the agricultural hemp sector.


Lunch
11:40am - 1:00pm
General Session

Recent Developments in Cost of Capital (Credits: 1.0 TB)
1:00pm-1:50pm

Dr Michael A. Crain, DBA, CPA/ABV, CFA, CFE
Professor and Director of Center for Forensic Accounting / Florida Atlantic University
Davie, FL

Learn about recent developments in cost of capital.  Examine falling risk free rates and determine how the affect cost of equity estimates.  Explore the pros and cons of backward-looking and forward-looking equity risk premiums.  Compare model inputs from multiple data sources.


Break
1:50pm - 2:00pm
General Session

Purchase Price Allocation: Methods for Valuing and Allocating Goodwill and Intangible Value in Divorce (Credits: 1.0 TB)
2:00pm-2:50pm

Joshua B. Angell
Senior Manager / Ellrich, Neal, Smith & Stohlman, PA
Palm Beach Gardens, FL

Learn how to utilize purchase price allocation methods to properly measure goodwill and intangible value in the valuation of a closely held business for divorce (among other purposes.)  This session will assist appraisers and accountants in properly measuring goodwill and non-compete for purposes of bifurcating personal goodwill from total goodwill.  Explore intangible asset value (separate from goodwill) that should be separate and valued in the context of a divorce.


Break
2:50pm - 3:00pm
General Session

Alimony: No Longer Deductible, but Still Lots to Talk About (Credits: 1.0 TB)
3:00pm-3:50pm

Natalie Lemos
Board Certified Specialist, Marital and Family Law / Leinoff & Lemos, PA
S Miami, FL

Learn about controversial issues in current alimony cases.  How is the expert to opine on need and ability to pay?  Hear considerations in determining a party's need based on expenses, lifestyle and imputation of income from earnings, investments and employment.  Examine issues that arise in analyzing a party's ability to pay with a focus on looking at not only actual earnings but also imputed income, employment benefits and their impact on income and other considerations.  Trends in alimony awards (as to duration and amount) will also be recapped.


Break
3:50pm - 4:00pm
General Sessions

Tips for Enhancing Reports Utilizing Technology (Credits: 1.0 TB)
4:00pm-4:50pm

Monica Ospina, CPA,ABV,CFF
Forensic Accountants and Consultants, PA FAC PA
Tampa, FL

It has been said that "easy reading is darn hard writing."  Learn the key skill sets and the tools you'll need to transform your Expert Report.  Explore Microsoft Word and Excel features, along with productivity shortcuts that will make your reports come to life and effectively convey your opinions utilizing technology.  Learn about Quick Parts for boilerplate content you reuse often, Navigation Pane, Tables, Headings, Paste Special, adding footnotes, cations and references, using Window Splits, Style and Themes and more!


Hardball With Hitchner: A Panel Discussion Addressing Cutting-Edge Issues (Credits: 1.0 TB)
4:50pm-5:40pm


Jim Hitchner moderates this panel discussion addressing cutting-edge issues. No punches pulled.  No holds barred. You may be surprised what you'll learn!


Friday, January 10, 2020
General Session

2020 U.S. and Florida Economic Forecast (Credits: 1.0 TB)
8:10am-9:00am

R. Christopher Jones, Ph.D.
President / Florida Economic Advisors, LLC
Valrico, FL

Past trends and 12-month projections for the U.S. macro-economy, the State of Florida economy, and the regional economies of Florida's four largest metro markets ( Jacksonville, Orlando, Tampa and West Palm Beach/Ft. Lauderdale/Miami.)


Social Media for Professionals: Elevating Your Brand (Credits: 1.0 TB)
9:00am-9:50am

Michael L. Elkins
Founder/Partner / MLE Law
Ft. Lauderdale, FL
AND
Wendi Weiner, Esq.
Personal Branding and Career Expert, The Writing Guru / The Writing Guru
Ft. Lauderdale, FL

In today's world, social media is a key component of branding.  Learn the how and why for Instagram, Linkedin and Facebook.  You have a personal brand, whether you like it or not.  Explore how to leverage your brand on social media.  Receive best practices and examine recent issues on how social media is impacting the law and experts.

 


Break
9:50am - 10:00am
General Session

Valuation and the TCJA Two Years Out (Credits: 1.0 TB)
10:00am-10:50am

James R. Hitchner, CPA, ABV, CFF, ASA
Managing Director / Financial Valuation Advisors, Inc
Ventnor City, NJ

It's been two years since the TCJA was enacted.  Explore what we've learned about:

  • Bonus Depreciation
  • Interest Expense Limitations
  • Cost of Capital
  • Market approach
  • Capitalized Cash flow vs. Discounted Cash Flow
  • Services vs. non-Service Businesses
  • Qualified Business Income
  • Tax Rates


Break
10:50am - 11:00am
General Session

Update on DLOMS and S Corporation Valuations (Credits: 1.0 TB)
11:00am-11:50am

James R. Hitchner, CPA, ABV, CFF, ASA
Managing Director / Financial Valuation Advisors, Inc
Ventnor City, NJ

Discounts for lack of marketability have come a long way.  Learn the latest in:

  • Restricted Stock Studies and Databases
  • Pre-IPO Studies and Databases
  • Option Models
  • Income-Based Models

S Corporations under the TCJA are both complicated and less complicated.  Learn your options, including:

  • Corporate vs. Individual Tax Rates
  • Service vs. Non-Service S Corporations
  • Which of Four S-Corp Models are Still Valid (if any)
  • Is there an S-Corp premium?
  • Dissection of the Kress and Jones Cases (tax affecting allowed)


Lunch
11:50am - 1:10pm
General Session

Family Law Case Studies (Credits: 1.0 TB)
1:10pm-2:00pm

Cynthia L. Greene, Esq.
Partner / Greene Smith & Associates, PA
Miami, FL

Learn the latest in family law through exploration of actual case studies.


Break
2:00pm - 2:10pm
General Sessions

Bitcoin: "Fake Money, Real Losses" (Credits: 1.0 TB)
2:10pm-3:00pm

Joshua S. Schmidt
Senior in Advisory Services / Marcum LLP
Ft Lauderdale, FL

Learn the top 10 things you need to know about bitcoin.

  • Audit Guidance ASC 350
  • Audit Considerations
  • Suggested Audit Procedures
  • Private Key, What is it?
  • Private Key Management
  • Internal Controls Around Bearer Instruments
  • How Private Key Management is Effected by Internal Controls or Lack Thereof
  • IRS Pronouncement
  • How and Why Private Keys are Relevant to Both the Legal and Accounting Profession
  • Valuation Considerations


From the Bench: Interactive Judges Panel (Credits: 1.0 TB)
3:00pm-3:50pm

Keathan Frink
Judge / 17th Judicial Circuit Court State of Florida
Ft Lauderdale, FL
AND
Tarlika Nunez-Navarro
Judge / 17th Judicial Circuit Court State of Florida
Ft Lauderdale, FL
AND
Fabienne Fahnestock
Judge / 17th Judicial Circuit Court State of Florida
Ft Lauderdale, FL
AND
Sandra Perlman
Judge / 17th Judicial Circuit Court State of Florida
Ft Lauderdale, FL
A conference favorite - Join us as our panel of judges give you their views from the bench as well as answer your questions.



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