Lucas Terpkosh, CPA, CA, CPB
Advanced Business Valuations for Lawyers 2026 [1h 51min]

Date:

April 7, 2026

Course:

Advanced Business Valuations for Lawyers 2026

Contributor(s):

Patti E. Daum, CPA, CA, CBV

Lucas Terpkosh, CPA, CA, CPB

Business Law » Acquisitions and mergers, Buying and selling a business, Tax issues
Family Law » Financial disclosure

Presentation Content:

Slides: Advanced Business Valuations for Lawyers
Paper: Advanced Business Valuations for Lawyers

Introduction to Business Valuations for Lawyers 2026 [1h 54min]

Date:

March 4, 2026

Course:

Introduction to Business Valuations for Lawyers 2026

Contributor(s):

Patti E. Daum, CPA, CA, CBV

Lucas Terpkosh, CPA, CA, CPB

Business Law » Acquisitions and mergers, Buying and selling a business, Tax issues
Family Law » Financial disclosure

Presentation Content:

Slides: Introduction to Business Valuations for Lawyers
Handout: Business Valuation Example
Paper: Introduction to Business Valuations for Lawyers

Advanced Business Valuations for Lawyers 2025 [2h]

Date:

May 27, 2025

Course:

Advanced Business Valuations for Lawyers 2025

Contributor(s):

Patti E. Daum, CPA, CA, CBV

Lucas Terpkosh, CPA, CA, CPB

Business Law » Acquisitions and mergers, Buying and selling a business, Tax issues
Family Law » Financial disclosure

Presentation Content:

Slides: Advanced Business Valuations for Lawyers
Paper: Advanced Business Valuations for Lawyers

Introduction to Business Valuations for Lawyers 2025 [2h]

Date:

April 29, 2025

Course:

Introduction to Business Valuations for Lawyers 2025

Contributor(s):

Patti E. Daum, CPA, CA, CBV

Lucas Terpkosh, CPA, CA, CPB

Business Law » Buying and selling a business, Tax issues
Family Law » Access to justice for children, Financial disclosure

Presentation Content:

Slides: Introduction to Business Valuations for Lawyers 2025
Handout: Business Valuation Example
Paper: Introduction to Business Valuations for Lawyers

Introduction to Business Valuations for Lawyers 2024 [1h 57min] Ethics Time: 0min

Date:

February 27, 2024

Course:

Introduction to Business Valuations for Lawyers 2024

Contributor(s):

Lucas Terpkosh, CPA, CA, CBV

Business Law » Acquisitions and mergers, Buying and selling a business, Tax issues
Family Law » Financial disclosure

Presentation Content:

Slides: Introduction to Business Valuations for Lawyers
Handout: Business Valuations Example
Paper: Introduction to Business Valuations for Lawyers

Introduction to Financial Statements and Accounting Standards [29min] Ethics Time: 0min

Date:

May 16, 2023

Course:

Introduction to Financial Statements for Lawyers 2023

Contributor(s):

Lucas Terpkosh, CPA, CA, CBV

Business Law » Tax issues
Family Law » Tax issues, Financial disclosure
Tax » General

Presentation Content:

Paper: Introduction to Financial Statements and Accounting Standards

Public Accountant Reports [23min] Ethics Time: 0min

Date:

May 16, 2023

Course:

Introduction to Financial Statements for Lawyers 2023

Contributor(s):

Lucas Terpkosh, CPA, CA, CBV

Business Law » Tax issues
Tax » General

Presentation Content:

Paper: Public Accountant Reports

Debrief [14min] Ethics Time: 0min

Date:

May 16, 2023

Course:

Introduction to Financial Statements for Lawyers 2023

Contributor(s):

Sunny Sanghera, CPA, CA, CBV

Farida Sukhia, CPA, CA, CBV

Lucas Terpkosh, CPA, CA, CBV

Tax » General

Presentation Content:

Paper: Debrief

Minority Report: Nuanced Issues Relating to Minority Discounts [1h 5min] Ethics Time: 10min

Date:

May 19, 2022

Course:

Advanced Financial Issues in Family Law 2022

Contributor(s):

Todd R. Bell

Jane M. Reid

Lucas Terpkosh, CPA, CA, CBV

Family Law » Tax issues, Valuation

Presentation Content:

Slides: Minority Report: A Deeper Dive
Paper: Minority Report: A Deeper Dive

Reading and Using Financial Statements & Debrief [1h 47min]

Date:

May 9, 2019

Course:

Use of Financial Statements for Legal Professionals 2019

Contributor(s):

Jessica Jiang, CPA, CA, CBV

Andrew Mackenzie, CPA, CA, CBV

Lucas Terpkosh, CPA, CA, CBV, CFF

Business Law » Corporate finance
Family Law » Child support, Division of property, Spousal support

Presentation Content:

Slides: Reading and Using Financial Statements
Handout: Example Financial Statements
Paper: Basic Financial Statement Ratio Analysis
Paper: Reading and Understanding Financial Statements

Public Accountant Reports [19min]

Date:

May 9, 2019

Course:

Use of Financial Statements for Legal Professionals 2019

Contributor(s):

Lucas Terpkosh, CPA, CA, CBV, CFF

Business Law » Corporate finance
Family Law » Child support, Division of property, Spousal support

Presentation Content:

Slides: Public Accountant Reports
Paper: Public Accountant Reports

Bring it All Together & Debrief [25min]

Date:

May 9, 2019

Course:

Use of Financial Statements for Legal Professionals 2019

Contributor(s):

Lucas Terpkosh, CPA, CA, CBV, CFF

Business Law » Corporate finance
Family Law » Child support, Division of property, Spousal support

Presentation Content:

Slides: Bring it All Together & Debrief
Handout: Sunrise Bay Ltd.
Handout: Vivian Blake Manufactured Wigs Inc.

Public Accountant Reports [17min]

Date:

May 8, 2018

Course:

Use of Financial Statements for Legal Professionals 2018

Contributor(s):

Lucas Terpkosh, CPA, CA, CBV, CFF

Business Law » Buying and selling a business, Corporate finance

Bring It All Together & Debrief - Case Studies [32min]

Date:

May 8, 2018

Course:

Use of Financial Statements for Legal Professionals 2018

Contributor(s):

Lucas Terpkosh, CPA, CA, CBV, CFF

Business Law » Buying and selling a business, Corporate finance