Advanced Financial Issues in Family Law 2024


Course Date: October 24, 2024

Full Course Materials
Total: 5h 20min
Total Ethics: 4h 21min
Course Introduction and Land Acknowledgement (9:00 – 9:10)
 
Nadia Myerthall Program Lawyer, CLEBC, Vancouver
Todd R. Bell Farris LLP, Vancouver
Scott L. Booth, KC Jenkins Marzban Logan LLP, Vancouver
 
The Intersection of Property Division and Bankruptcy and Insolvency Issues (9:10 – 10:15)
 
  • allocation of family assets and debts in bankruptcy
  • insolvency regimesoverview of restructuring, bankruptcy, and proposal processes
  • priorities and exclusions
  • fraudulent conveyances and fraudulent preferences
  • professional and ethical considerations
Rebecca M. Morse Farris LLP, Vancouver
Roja Safartabar Aaron Gordon Daykin Nordlinger LLP, Vancouver
 
When Fair Market Value May Not Be So Fair (10:15 – 11:20)
 
  • beneficial interests in discretionary trusts
  • unique share structures
  • closely held companies with disparate assets
Kiu Ghanavizchian, CPA, CA, CBV, MBA Blair Mackay Mynett Valuations Inc., Vancouver
 
BREAK (11:20 – 11:35)
 
Tax Issues (11:35 – 12:40)
 
  • when one spouse is an American citizen
  • section 19(1) of the Guidelines and imputing tax
  • capital gains changes and principal residence issues
  • addressing undisclosed tax issues
  • ongoing CRA audits and tax disputes
Michelle Moriartey  Farris LLP, Vancouver
Jeff Robinson Rush Ihas Hardwick LLP, Kelowna
 
NETWORKING LUNCH (provided to in-person registrants) (12:40 – 1:40)
 
Managing Complex Financial Cases (1:40 – 2:40)
 
  • strategies
  • practice managementtime and resources
  • disclosure
  • generational wealth
Todd R. Bell Farris LLP, Vancouver
Scott L. Booth, KC Jenkins Marzban Logan LLP, Vancouver
 
BREAK (2:40 – 2:55)
 
Guideline Income Reports (2:55 – 3:55)
 
  • when they are necessary
  • facts and assumptions
Ian B. Hayward Hayward Sheppard, Vancouver
Farida Sukhia, CPA, CA, CBV Blair Mackay Mynett Valuations Inc., Vancouver
 
Closing Remarks (3:55 – 4:00)
 
Todd R. Bell Farris LLP, Vancouver
Scott L. Booth, KC Jenkins Marzban Logan LLP, Vancouver