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FVC2211
Complex Business Asset Tracing – Separate or Marital PLUS Active or Passive
Date
November 14, 2022
$49
Standard Price
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This includes sessions from the conference: 2022 AICPA & CIMA Forensic & Valuation Services Conference
Divorce, or other litigation - implied in title but a complex topic to address the source of funds and the analysis for active or passive based on multi-entity ownership including related party and GP/LP ownerships
Learning Objectives
- Assess types of engagements that may require asset tracing and nuances by engagement type
- Contrast between primary and secondary source documents
- Categorize accountant and attorney roles
- Formulate analysis and conclusions to identify potential weaknesses
Speakers
Josh Shilts, CPA/ABV/CFF/CGMA, CFE
President, Shilts CPA
Stefanie Jedra, CPA, AM, CFE
Director, Marcum LLP
General
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