Family Law Essentials Series: Understanding the Financial Documents and Reports: Knowing the Right Questions to Ask

Understanding the importance of financial documents is just as crucial as honing the ability to ask pertinent questions. Be guided through the essentials of the understanding financial documents to assist you through your career. 

Wednesday, 3 July 2024
Early Bird Discount ends 10 May 2024 $112.00
Description

Attend and earn 1 CPD unit in Professional Skills
This program is applicable to practitioners from all States & Territories

Professional Skills
4.00pm to 5.15pm Understanding the Financial Documents and Reports: Knowing the Right Questions to Ask

 

  • What are company financial statements?
    • Are there variations between them?
    • How do they differ from the information in company tax returns?
    • What are trust financial statements and how are they used?
  • Overview of the differing valuation methodologies for businesses
  • When to insist upon a single expert valuation report and when to use common sense and negotiate an agreed value for a business: How do tax considerations impact upon this choice?
  • What are ‘abnormal’ items in financial accounts and what questions do family lawyers need to ask to identify them?
  • How do valuation discounts work in the business valuation process? typical and atypical examples of discounts

Presented by Jacqui Woods, Director, Forensic, KordaMentha and Paul Lewis, Partner, Eakin McCaffery Cox; Accredited Specialist in Family Law; Accredited Specialist in Dispute Resolution and Mediator (NMAS)

Chair

Sarah Yigit, Senior Associate, Pearson Emerson; Family Law Rising Star, Doyle’s Guide 2024

Presenters


Paul Lewis, Partner, Eakin McCaffery Cox
Paul Lewis is a Partner of Eakin McCaffery Cox and a nationally accredited Mediator. He is an Accredited Specialist in Family Law and also in Dispute Resolution. Paul has been a practising mediator since 1994. He has been a company director of Interrelate and an Editorial Consultant for the Australasian Dispute Resolution Journal for many years.,


Sarah Yigit, Associate, Pearson Emerson
Sarah Yigit is a Senior Associate at Pearson Emerson Family Lawyers, an Executive Councillor of the Young Lawyers branch of the Law Society of NSW and is the Chair of the NSW Young Lawyers Family Law Sub-Committee in the Law Society of NSW. Sarah was admitted to the Supreme Court of Victoria and the High Court of Australia in March 2021 and commenced practising as a family law solicitor in New South Wales in June 2021. Prior to joining Pearson Emerson in June 2021, Sarah worked as the Associate to the Deputy Chief Justice of the Federal Circuit and Family Court of Australia (Division 1), as it is now known was, for two years, and prior to that as an Associate to two Judges of Division 2. Sarah has also worked and volunteered for over three years' in providing access to justice for victims of gender based violence. Sarah currently volunteers as a Family Law Solicitor for Marrickville Legal Centre. Sarah has a passion for promoting diversity, substantive equality and wellbeing in the profession and actively seeks to promote opportunity, community and support for Young Lawyers.


Jacqui Woods, Director, Forensic, KordaMentha
Jacqueline has over 20 years of experience in forensic accounting, providing services over a wide range of matters as expert witness and as forensic consultant. Jacqueline’s forensic accounting experience includes quantification of losses in commercial disputes, breaches of contract and personal injury, and valuation of shares in, or businesses operated by, private companies, sole traders and partnerships for the purpose of commercial and family law proceedings. As independent expert, Jacqueline has given expert oral evidence in the Family Court of Australia, the Supreme Court of NSW and the Dust Diseases Tribunal of NSW. Jacqueline has carried out detailed investigations of companies’ affairs for the purpose of proposed acquisitions, quantification of fraud and assisting in negotiations to purchase private company shares or businesses. She has also provided litigation support services including assisting lawyers with the interpretation of financial aspects of legal agreements and preparing critiques of opposing expert reports.




This seminar is part of a series

Family Law Essentials Series

Tailored for aspiring young professionals, this series enhances your family law practice skills. You'll receive insights from two FCFCOA Senior Judicial Registrars, a team of accredited specialists in Family Law and forensic accounting across 4 sessions. Scheduled conveniently in the late afternoon, this series is essential for all junior family lawyers.

Description

Attend the full series and earn 4 CPD units in Professional Skills
This program is applicable to practitioners from all States & Territories

If you register for the full series as a live online product after the date of an individual session, you will be sent the recording for the sessions that have passed. Alternatively, you can register for individual sessions by following the links below.

Testimonials

Really great content. Would recommend.
Great tips provided and very informative topics discussed.
Presenters were engaging and easy to understand and it was very tailored to junior lawyers.

 

View series listing

247N04B

Family Law Essentials Series: Understanding the Financial Documents and Reports: Knowing the Right Questions to Ask

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DELIVERY MODE BELOW

Single Session
Wednesday, 03 July 2024
4.00pm to 5.15pm Australia/Sydney
CPD Points 1
1
$160.00
Early Bird Discount ends 10 May 2024 $112.00
Face to Face 20240418 20240703

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Online 20240418 20240703

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On Demand 20240418 20240703

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Venue
Legalwise Seminars - 70 Pitt St

Level 11  70 Pitt Street, Sydney 

Directions

Nearby Public Transport: 

Train Stations - Wynyard 400m OR Martin Place 500m
Bus Interchange - Clarence Street 450m
Ferry - Circular Quay 1.2km

Parking Information

Parking not included in your registration. Here are some options below.

Secure Park 20 Bond Street - Click here for rates
Wilson Park 1 O'Connell Street - Click here for rates
Wilson Park 31 Bond Street - Click here for rates