Ethics and Practice Policies (Divorce Conference)

CPE

CPE Credits
1-Ethics

Details

 Pricing

PICPA Member: $29 | Nonmember: $39


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None
Note

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Description

If you attended the Divorce Conference on October 26, 2016, this course would be considered a duplicate and cannot be used towards your CPE requirement.

Earn CPE without leaving the house!

Hear John Bullock and David Glusman cover the following:

  • Ethical issues when practicing as a CPA in the matrimonial arena
  • Things to consider in client acceptance
  • Relevant issues that occur when you represented both spouses and they are now divorcing
  • Find the balance between being an expert witness and advocate


Speaker(s)

David H. Glusman, CPA, DABFA, CFS, CFF
Partner – Advisory Services
Marcum LLP

David H. Glusman heads the region's Advisory Practice (Litigation Support Services) and the Marital Dissolution Practice group. He is also a member of its National Healthcare Industry Practice as well as the Firm's Modern Family & LGBT Services Practice Group. He provides various consulting services in the areas of forensic accounting, litigation support, auditing and tax.

Mr. Glusman has extensive experience in forensic accounting and business valuation, estate and trust analysis for high net worth individuals, and in medical consulting for physician
practices and hospital‐physician related issues. He has also been involved in Medicare fraud and
abuse issues, physician compensation models, and information systems. As a federal judge recently noted, he provided "credible and persuasive" key testimony in a major legal malpractice case.

Mr. Glusman frequently presents to law firms, medical schools, universities, and professional associations, and leads continuing legal education seminars. He has authored more than 100 articles, co‐authored Accountants' Roles and Responsibilities in Estates and Trusts (CCH), and contributed to Fraud Casebook‐Lessons from the Bad Side of Business. In addition, he has served on the editorial board for several leading trade publications.

Mr. Glusman has more than 42 years of experience. Prior to joining the firm, he was a partner at a leading professional services firm and headed the Forensic and Litigation departments for its Philadelphia office.


August 2016

John D. Bullock, CPA, CVA
Director – Advisory
Marcum LLP

John Bullock is a director in Marcum's Philadelphia office and a member of the firm's Advisory Services division. He came to Marcum in 2015 via the firm's merger with Smart Devine, a leading full-service accounting firm in Philadelphia.

Mr. Bullock has over 23 years of experience in the accounting field with a current practice concentration in forensic accounting and litigation services. He is responsible for the management, development and analysis of various accounting, auditing and financial evaluation cases, and generally involving matters under litigation. Investigative accounting and litigation support services are provided to attorneys, insurance companies, corporate and governmental units. Litigation support activities typically include expert report preparation, financial analyses, witness interviews, and preparation for and assistance at trial.

His experience encompasses numerous areas including:
Forensic accounting engagements with a focus on:
 fraud
 misapplication of funds
 diversion of assets
 questionable transactions
Insurance matters such as:
 evaluation of financial transactions for "kickback" schemes
 bonded construction companies
 tracing surety bond claims
 inventory analysis
 business interruption claims
Banking matters have involved:
 home equity loan and mortgage loan analysis
 extensive review of bank and brokerage account statements
 analysis of unsecured personal loans
Tax matters involving:
 voluntary disclosure of foreign financial accounts
 analysis of personal and business tax returns
 preparation of federal, state and local income tax returns
Commercial litigation cases involving:
 investigation and damage analysis with class action matters
 bankruptcy
 contract disputes
 securities litigation
 shareholder disputes
Environmental engagements have included:
 investigations of past cost claims
 analysis of government oversight claims
 costs allocations
 analysis of ability to pay issues
Divorce engagements have included:
 preparation of asset and liability charts
 analysis of income and expenses
 valuation of assets
 analysis of financial accounts to determine value of assets
 assisting with settlement discussions
Professional & Civic Affiliations
 American Institute of Certified Public Accountants (AICPA)
 Association of Certified Fraud Examiners (ACFE)
 National Association of Certified Valuators and Analysts (NACVA)
 New Jersey Society of Certified Public Accountants (NJSCPA)
 Philadelphia Chapter of the ACFE

August 2016


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