25
Date: Tuesday, June 25, 2019
Time:
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.

Agenda

  • 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)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.


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