YOU ARE INVITED TO ATTEND THIS NYACP PRESENTATION

Reading Tax Returns

Via Zoom
Friday, Febuary 9, 2024
12:00PM-1:30PM

Glenn S. Liebman, CPA/ABV, Partner
KLG BUSINESS VALUATORS & FORENSIC ACCOUNTANTS, LLC

Moderator: Melissa Goodstein, Esq.

REGISTER HERE

Free for NYACP Members
$75 for Non-Members

Glenn will be presenting on the topic of Keys for Attorneys and Collaborative Professionals to Reading Personal and Business Webinars.  He will review the basics of how to read tax returns and things to look out for when sitting down with clients when they provide you with their tax returns.  Glenn will also point out some less obvious parts of tax returns that will provide the collaborative professional with insights as to certain assets that clients may not be aware of.  Melissa Goodstein will moderate and offer questions and insights from the attorney perspective.  This is intended to be an interactive session with questions welcome throughout the presentation.

Glenn Liebman is a CPA who is accredited in business valuation and is a managing partner at the firm KLG Business Valuators & Forensic Accountants.  Glenn brings over 27 years of experience and has worked on over 1,500 matrimonial matters across mediations, collaborative and litigated matters. His experience covers a variety of areas including business valuation, forensic accounting, separate property analysis and tracing, lifestyle and budget analysis, net worth statement preparation, tax consulting and assisting with dividing assets in a practical and tax efficient manner. Glenn prides himself in taking a practical approach and presenting complex concepts in an uncomplicated manner to assist professional and parties in achieving a mutually beneficially settlement of the finances of their matters.

 Melissa Goodstein, Esq. graduated from Brandeis University with a B.A. and high honors in both American Studies and European Cultural Studies in 1987. She received her J.D. degree from Benjamin N. Cardozo School of Law in 1990 where she served as an editor of the Journal of International Law.  In 1992, she completed mediation training and in 1993 started a private practice specializing in divorce mediation with offices in Westchester and New York City. In 2003 Melissa received training in collaborative law and in 2005 was trained in the interdisciplinary collaborative team model.  Melissa is a member of the New York State Council of Divorce Mediation, the Greater New York Council of Family and Divorce and the International Association of Collaborative Professionals, and President of the New York Association of Collaborative Professionals  She is also a member in good standing of the Westchester Women’s Bar Association and has completed advanced training in both mediation and collaborative practice.

Attendee Information

• All Collaborative professionals are encouraged to attend this training.
• This event is a virtual event via Zoom.
• Agenda subject to change.
• 1.5 Areas of Areas of Professional Practice CLE Credits will be available for this program. The content of this program is appropriate for experienced attorneys, as well as newly admitted attorneys. This continuing legal education program has been approved in accordance with the requirements of the Continuing Legal Education Board.
• Financial aid is available for this program.  Please click here for more information.

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