• videocam On-Demand Webinar
  • signal_cellular_alt Intermediate
  • card_travel Family Law
  • schedule 90 minutes

Utilizing Financial Experts in a Divorce Action

Lifestyle and Income Analyses, Marital Asset Tracing, Dissipation of Assets, Business Valuation, and Strategy

About the Course

Introduction

This CLE webinar will explore how forensic accountants and business valuators assist counsel in identifying, analyzing, and presenting the financial components that shape equitable distribution and asset division. Divorces involving complex financial matters often depend upon the quality and credibility of expert financial analysis.

Description

The panel will guide practitioners through the key stages of working with financial experts in a matrimonial action, from determining when expert involvement is warranted to understanding the core elements of a valuation report. Discussion includes lifestyle and income analyses, marital asset tracing, dissipation of assets, and business valuation approaches applicable to closely held companies. Attendees will also examine how these analyses inform negotiations and courtroom strategies in cases involving hidden income, unreported assets, or disputed valuations. Building on practical case examples, the program concludes with an in-depth look at valuation standards, report structure, and the significance of key assumptions such as standard and premise of value.

Listen as the expert panel provides tools to collaborate effectively with financial experts and anticipate the issues that most often determine case outcomes.

Presented By

Grace Chamoun Taranto
Attorney
Krauss Shaknes Tallentire & Messeri, LLP

Ms. Chamoun Taranto is a passionate and strategic family law attorney who brings both deep legal acumen and genuine emotional intelligence to her practice. She represents clients across a broad spectrum of matrimonial issues including divorce, child custody and support, spousal support, and property distribution. Ms. Chamoun Taranto has experience negotiating prenuptial and postnuptial agreements and settlement agreements. In addition, she is a fearless advocate in matters involving domestic violence, orders of protection, and international child abduction, among other matters. Ms. Chamoun Taranto has litigated cases throughout New York City in Supreme and Family Court, including Staten Island. She is the current director and Diversity Committee Chair of the Richmond County Bar Association and former vice president of the Staten Island Women’s Bar Association.

Reuben Gottlieb, Esq., CPA, CVA, MS - Forensic Accounting
Director of Forensic and Litigation Support Services
MSG Accountants Consultants & Business Valuators

Mr. Gottlieb is the Director of Forensic and Litigation Support Services at MSG, where he oversees forensic accounting investigations, business valuations, and economic damages analyses in complex commercial and matrimonial disputes. Mr. Gottlieb brings an unusual combination of credentials to this work: he is both a licensed attorney and a certified public accountant, which gives him a fluency in both the financial analysis and the litigation process that most forensic consultants simply do not have. Mr. Gottlieb's work covers the full scope of the firm’s litigation support practice. He conducts and supervises business valuations of closely held companies, prepares economic damages calculations in commercial disputes, and leads forensic investigations involving allegations of fraud, asset dissipation, and financial misreporting. Mr. Gottlieb also plays a central role in expert report preparation, deposition and trial support, and the development of rebuttal analyses targeting opposing experts’ methodologies and conclusions. He has provided expert testimony and lectures regularly on financial and tax matters in divorce litigation, presenting to organizations including the American Bar Association, BARBRI, the Suffolk County Bar Association, and Strafford Webinars.

Credit Information
  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Thursday, November 6, 2025

  • schedule

    1:00 PM E.T.

I. The role of financial experts in divorce

A. Ways financial experts assist in matrimonial cases

B. Determining when to engage a financial expert

C. Key initial discussions between attorneys and experts

II. Business valuation fundamentals in divorce cases

A. Valuation standards and common adjustments

B. Key drivers of a business' value

C. The asset, market, and income approaches and their use cases

D. Integrating expert findings into litigation and mediation strategies

III. Practitioner takeaways

The panel will review these and other key issues:

  • Identifying when a financial expert is necessary in a divorce action
  • Evaluating indicators of marital dissipation or hidden assets
  • Coordinating expert input for negotiation, mediation, or trial presentation
  • Recognizing valuation standards, approaches, and common financial statement adjustments