Date: Tuesday, June 25, 2019
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

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Featuring  (click image for bio)

Bill Dameworth
Forensic Strategic Solutions

About This Program

Join Bill Dameworth for an in-depth discussion on the process of performing an active/passive appreciation analysis. Learn how general divorce statutory regimes across the U.S. pertain to the requirement to perform an active/passive appreciation analysis and how varying state law impacts the key elements typically required to perform a reliable analysis. Delve into a case study that covers many of the elements typically present in a complex divorce case that, depending upon the jurisdiction, require an active/passive appreciation analysis.The case study will also illustrate examples of differences in an active/passive appreciation analysis caused by varying state law. In addition, this webinar will cover the current professional literature and learned treatises related to performing active/passive analyses.


  • Overview: What is an active/passive appreciation analysis?
  • Review of general divorce statutory regimes and how they impact whether and how an active/passive analysis must be performed
  • Discussion of the close interaction necessary between legal and appraisal professionals
  • Introduction of the case study fact pattern
  • Identification of passive appreciation factors found in case law, practice, and learned treatises
  • Illustration of passive appreciation factor determination, quantification, and allocation
  • Identification of active appreciation factors found in case law, practice, and learned treatises
  • Illustration of active appreciation factor determination, quantification, and allocation
  • Consideration of shifting burdens of proof in performing active/passive appreciation analysis
  • Review of similarities and differences between a business appraisal and an active/passive appreciation analysis
  • Review of current professional literature and learned treatises related to performing active/passive analyses

Learning Objectives

  • State when an active/passive appreciation analysis must be performed
  • Describe the essential need for interaction with legal counsel to take into consideration varying state statutory and case law requirements and nuances
  • Explain the current generally applied methods and processes used to perform a reliable active/passive appreciation analysis by working through a comprehensive case study
  • Describe the shifting burdens of proof depending upon state law to efficiently and effectively manage cases
  • Contrast the similarities and differences between performing a business valuation and an active/passive appreciation analysis
  • List the current professional literature and learned treatises related to performing an active/passive appreciation analysis

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Accounting Technical)

Business Valuation Resources is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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