Family Law: Tracing and Post-Separation Accounting

Overview

CFI’s — FP&A Modeling Pt.5 — Debt and Capex Analysis — course will help you filter through any past challenges you may have had to learn best-in-class approaches to monitor the company’s capital expenditure. This course will also include detailed instructions about how to install a revolving line of credit and set it up as the lender of last resort in the model.

Highlights

• Best Practices for Tracing and Accounting
• Case Management in Complex Family Law Cases
• Insights from the Marriage of Simonis Case

Prerequisites

None.

Objectives

• Learn how to identify and manage cases that involve tracing and post-separation accounting, with a focus on the criteria for declaring these cases as 'complex' and effective case management strategies.
• Discuss common challenges and pitfalls in cases involving tracing and post-separation accounting, and explore best practices for avoiding these issues.
• Analyze the Marriage of Simonis Case to identify key lessons and best practices for managing complex tracing and post-separation accounting cases.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.