Tracing the Marital and Nonmarital Components of Bank and Investment Accounts for Equitable Distribu

ON-DEMAND

Online

1-A&A
CPE Credits

Hear Richard Brabender, JD and Mary Vidas, JD, cover the following:

Get an explanation of the issues involved in identifying and quantifying the marital and nonmarital components of investment and bank accounts into which both marital and nonmarital funds have been contributed, and from which both marital and nonmarital expenditures have been made. Review the standards for tracing marital and nonmarital components as established in the relevant Pennsylvania legal decisions, the information that must be obtained to perform the tracing, and the actual mechanics involved in the tracing. Explore this common issue in marital litigation and how the forensic accountant can play a significant role.

Sit back and click play! Learn about:

  • Areas where forensic accountants play a role
  • Marital and nonmarital contributions to a single asset
  • Considerations for tracing
  • Documents required to perform tracing
  • Five Column Approach

Registration

PICPA Member: $29
Nonmember: $39

More Information

Course No. ON-DEMAND Level: Update

Prerequisites:

  • None

Speaker(s)

Mary Vidas

Partner

Richard Brabender

Partner