Business issues frequently arise in family law matters, but some family lawyers may find themselves struggling to understand them or to advance their clients’ interests. They may also wonder when to involve other legal or accounting professionals in navigating such circumstances. This program will address topics including:
- Financial Statement Analysis
- Calculating Guideline Income
- Business Valuations
- Cunningham Disclosure
- Tax Issues and Planning Considerations
Topics
Cunningham Disclosure | Michelle Bailey, Moe Hannah LLP
- Overview of caselaw relating to disclosure
- What is Cunningham disclosure and what is not?
- What do judges/mediators/arbitrators expect counsel to provide to each other and to the Court/Adjudicator
Financial Statement Analysis | Raj Manek FCPA, FCA, CBV, CFF, ABV, Odyssey CPA & Advisors
- How to read/understand financial statements within the context of a contested family law matter
- What to look for
- How to tell if something is missing or a figure is inflated/deflated
Calculating Guideline | Cameron Brinkman CPA, CA, CBV, ICD.D, Pisko Brinkman LLP
- Overview of the process of calculating the Guideline income when one of the parties operates a business
- Working with an expert to create a report. What do experts expect from counsel?
- Tips and tricks for critiquing/attacking an expert report relating to Guideline income
Business Valuations | Raj Manek FCPA, FCA, CBV, CFF, ABV, Odyssey CPA & Advisors
- Overview of the process of valuing a business
- Working with an expert to create a report. What do experts expect from counsel?
- Tips and tricks for critiquing/attacking an expert report relating to Guideline income
Tax Issues and Planning Considerations | Keith Hennel, Dentons Canada
- Butterfly transactions
- The General Anti-Avoidance Rule (GAAR)
- Other common tax issues in family law matters
- When to engage a tax lawyer or accounting professional
Judicial Comments on Cunningham Disclosure | Justice Denise J. Kiss, Court of King’s Bench of Alberta
Program formats and dates are subject to change. Prices are subject to GST. Early bird pricing ends on August 24, 2026.
Registration is open until 4pm on the business day prior to the program date.
Program materials (where applicable) will be provided in an electronic format. LESA typically posts program materials 1-2 business days in advance of the program date.
This program is being recorded and will be available as an on-demand program subject to any issues with the recording.
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Group Discounts
This program provides firms or organizations the opportunity to purchase individual tickets for a group at a discounted rate or to purchase a firm broadcast ticket to watch the program as a group in one location.
See the accordion tab below for more details on how to send multiple people to this program with a group discount.
To purchase a firm broadcast, add the relevant “Firm Broadcast” ticket option to your cart. Facilitators who purchase a firm broadcast ticket can provide e-materials to participants in advance of the program, but participants will not receive individual access to the program and e-materials in their LESA Classroom accounts. Full details on how to be a facilitator for your firm or organization can be found here and will be emailed to you following your purchase.
Policies
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