Company Presentations – Edelstein & Company, LLP

Marc Bello to present at MCLE’s Trying Divorce Cases

Edelstein — Tue, 15 Oct 2019 18:35:26 +0000

On Friday, October 18, 2019, Marc Bello will present at MCLE’s Trying Divorce Cases workshop. He will provide an overview of business valuation and methodology. The agenda is full of topical and insightful courses, including:

What to Expect and How to Utilize Pretrial Hearings,
Improving Your Witness and Case Preparation Skills,
Trial Preparation and Planning—The Last Thirty Days,
Analyzing the Value of Your Client’s Marital Home,
Locating Hidden Assets and Inconsistencies in Lifestyle and Reported Income,
Direct and Cross-Examination of Experts on the Value of the Martial Home and Business,
Depositions at Trial and Use of Financial Statements During Witness Examination,
Use of the Child Support Guidelines and Alimony Considerations in Preparing Your Case,
Negotiation Strategies and Techniques,
When, Why, and How to Use Dispute Resolution Options as a Trial Alternative, and
Input and Commentary From a Probate and Family Court Judge.

The day will conclude with an “Ask The Experts” Q&A session.

Jason Pierce to teach at NACVA workshop

Edelstein — Wed, 25 Sep 2019 14:21:36 +0000

This week, partner Jason Pierce, will teach an all-day course on Business Fraud, Deterrence, and Financial Statement Misrepresentations at the National Association of Certified Valuators and Analysts’ (NACVA) Foundations of Financial Forensics Workshop. Attendees will benefit greatly from attending this event as upon completion they will be able to:

Distinguish between the role of the financial forensics analyst as a testifying and/or consulting expert,
Determine the conceptual types of lost profits, measures of loss, and methods to calculate lost profits,
Distinguish between the different types of specific financial forensics engagements, and
Explain the role of the financial forensics analyst in the investigation, standard of care, and determination of damages.

Marc Bello to present at Complex Issues in Asset Division program

Edelstein — Wed, 11 Sep 2019 17:52:29 +0000

On Wednesday, October 2, 2019, Business Valuation partner, Marc Bello, will present at the Complex Issues in Asset Division seminar presented by Massachusetts Continuing Legal Education (MCLE). The agenda includes:

Overview of Business Valuation Principles and Applicable Case Law Regarding the Division of Closely Held Businesses,
Valuation and Division of Different Forms of Equity Compensation: Stock Options, Restricted Stock, and RSUs,
Discussion of the “Must Read” Cases,
Equitable Division of Trust Interests, Inheritances, Expectancies and How to Value Them,
How to Identify and Present Tax Consequences of Asset Division,
Dividing Assets Fairly: How to Avoid Traps and Pitfalls, and
“Ask the Experts” Q&A Session.