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2024.03.21 NYACP Financial Symposium
Thursday, March 21, 2024, 12:00 PM - 5:00 PM EDT
Category: Events

NYACP 2024 FINANCIAL SYMPOSIUM

THURSDAY, MARCH 21, 2024
12:00pm – 5:00pm

One Grand Central Place
Conference Center on 1st Floor
60 East 42nd Street
New York, New York 

Registration
~ Coffee, Lunch, Drinks and Snacks will be provided ~
$75 for members, $125 for non-members
We look forward to seeing you at this great program to help you as a collaborative professional and network with your colleagues!

 

Agenda

12:00-12:30pm
Lunch

12:30pm – 1:30pm
Complexities of Executive Compensation
Stacy Preston Collins, CPA/ABV, CFF, Financial Research Associates
Executive compensation can be complex and comprised of multiple components. This session will provide an overview of the different forms it can take. We will discuss helpful documentation to review, and relevant issues to consider and discuss. 

1:30pm – 2:30pm
Navigating Restrictive Stock Units
David Gralnick, CPA/ABV, KLG Business Valuators & Forensic Accountants, LLC

2:30pm-2:45pm
Break

2:45pm-3:45pm
Capital Gains & Losses in Equitable Distribution With a Case Study using Family Law Software
Nancy Kaye, CFP, CDFA
Nancy's presentation will provide an understanding of Capital Gain or Loss and the Capital Gains Tax; the difference between capital gains tax and income tax rates; short term and long term tax differential; a case study; and how Family Law Software handles sales of investments (losses).

3:45pm – 4:45pm
Issues Surrounding Double Dipping
Michael R. McLaughlin, CFA, ASA, CVA, Sigma Valuation Consulting, Inc.

4:45pm
Closing

Presenters

Moderator: Kenneth J. Novenstern, Esq., Fredman Baken & Novenstern, LLP

Stacy Preston Collins, CPA/ABV, CFF

Stacy Preston Collins is a Managing Director with Financial Research Associates and has focused on forensic accounting and valuation issues since 1993. Her work involves complex financial issues in matrimonial cases, shareholder disputes, estate planning engagements, and other matters. She is a member of the NY Association of Collaborative Professionals.  Ms. Collins has served as a financial expert on business valuation and forensic accounting issues in several states. She graduated from Drexel University with concentrations in Accounting and Finance. She holds the Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) designations from the American Institute of Certified Public Accountants (AICPA).  Ms. Collins lectures frequently on forensic accounting and valuation issues to lawyers, judges, and financial professionals. She is a Charter Member of the Forensic & Business Valuation Division of the AAML Foundation, and is a contributing author to Financial Valuation Applications and Models (Third and Fourth Editions) and Family Law Services Handbook.

David Gralnick, CPA/ABV

David Gralnick is a Partner with the firm of KLG. He has assisted hundreds of closely-held companies, attorneys, accountants and financial professionals in engagements involving business valuations, investigative accounting, enhanced earnings calculations, and damage claims. Mr. Gralnick has a diversified background in litigation, consulting, accounting and auditing; as well as an extensive tax background.
Mr. Gralnick holds a B.A. in Accounting from the University of Michigan. He is a Certified Public Accountant and he has also earned the American Institute of Certified Public Accountants’ ABV designation (Accredited in Business Valuation). He is a member of the New York State Society of Certified Public Accountants as well as the American Institute of Certified Public Accountants.

Nancy Kaye, CFP, CDFA

Nancy Kaye (Kirsch) is a Certified Financial Planner and Certified Divorce Financial Analyst.  Nancy has her MBA from NYU Stern School of Business and is a Registered Investment Advisor. She is a board member of NYACP and their treasurer since 2019.  Nancy was trained in the Interdisciplinary Collaborative Divorce in September 2005. Nancy provides fair, objective and neutral solutions, and helps clients incorporate their specific needs, desires and goals into a personally tailored financial settlement, and show how that settlement will affect their future financial outcome. Nancy gets enormous personal and professional satisfaction when the couples that she helps thank her for her objectivity, sensitivity and balance. Ultimately the value she delivers to clients combines trust, expertise, and understanding of specific needs. Nancy’s goal is to help clients achieve their goals. 

Michael R. McLaughlin, CFA, ASA, CVA

Michael McLaughlin is a Managing Director in Sigma Valuation Consulting’s Litigation and Valuation practice.  He has been a professional business appraiser for more than a decade.  Michael has experience valuing companies and financial instruments for divorce, shareholder disputes, commercial litigation and investment purposes as well as for financial and tax reporting purposes.  Michael is regularly appointed by various courts as a neutral expert in marital dissolution matters.  He has also testified in court and at arbitration. Prior to joining Sigma Valuation Consulting, Michael worked at EisnerAmper LLP in their Forensic, Litigation and Valuation Services Group.  Michael also worked for Morrison & Company, in New Jersey, performing valuations for litigation purposes.  Mr. McLaughlin received a Bachelor of Arts from Hamilton College in 1984 and an MBA in Accounting from Pace University in 2009.   Michael is a Chartered Financial Analyst and a member of the CFA Institute and New York Society of Security Analysts.  Michael is also an Accredited Senior Appraiser at the American Society of Appraisers and a Certified Valuation Analyst at the National Association of Certified Valuator and Analysts.

Attendee Information

Members: $75.00
Non-Members: $125.00

  • All Collaborative professionals are encouraged to attend this training.
  • This event is an IN PERSON EVENT.  THERE WILL NOT BE A VIRTUAL OPTION.
  • Agenda subject to change.
  • CE Credits:
    • Attorneys: 4 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 Neutrals: We will record your attendance however, you will need to submit for your CE Credits individually to the CFP Board.
    • Mental Health Neutrals: An email verifying your attendance will be sent after the event. If you would like a certificate, please contact the office.
  • Financial aid is available for this program.  Please click here for more information.