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ACFLS Bay Area Dinner in Walnut Creek – February 11, 2020
February 18 @ 6:00 pm - 8:00 pm$70
Issues in Apportionment of Assets: Equity Compensation and Real Property
Mr. Stegner and Ms. McFarlin will be discussing the various types of equity compensation we have worked with and apportioned between Community and Separate property. We will cover the documents needed to make such calculations as well as the types of methods used to make such apportionments (Hug / Nelson / Sequential). We will also work through real property apportionments including Moore / Marsden and Branco calculations and the documents necessary to complete such assessments.
Mr. Jeff Stegner CPA-ABV has over 30 years’ experience in accounting, the last 20+ focused on forensic accounting and business valuation. He has qualified as an expert in all SF Bay Area counties and been retained in well over 1,00 cases.
Ms. Natalie McFarlin CPA-ABV has over 10 years’ experience in forensic accounting and business valuation and has also qualified as an expert in most Bay Area courts.