CalCPA Forensic Services Section

CalCPA’s Forensics Special Interest Community needs a Champion. If you're ready to lead discussions, share insights, and connect forensic minds, this is your moment. Help shape a thriving space for professionals who dig deep and uncover the truth. Fill out the interest form today: https://lnkd.in/gTsQqVT2.

The CalCPA Forensic Services Section brought top experts to Irvine for back-to-back meetings on business valuation and family law. Attendees explored the latest on tax affecting pass-through entities, buy-sell agreements post-Connolly v. IRS, and why some are stepping away from joint litigation cases. In family law, sessions tackled income available for support, entertainment industry economics, and transitioning from DissoMaster to Xspouse. A huge thank you to Jared Tonks, CPA, ABV, CFF, JB Rizzo, Bryce Emo, Brian A. Sullivan CPA/ABV, Brett Berman, Chelsea Stevens, Lorna Mouton Riff, and Bohdan Harasymiw for sharing their expertise.

At our recent Forensic Services Section January retreat, we focused on collaboration, growth, and the power of community. From dynamic networking sessions to deep dives like identifying the Section’s strengths and opportunities for growth and defining the value proposition, it was all about working together to elevate our profession. The highlight? Engaging discussions with industry leaders, including Judge Kenneth Medel (Ret.), who shared valuable insights on expert testimony. It was an incredible opportunity to strengthen our community and drive meaningful impact! #ForensicAccounting #CPACommunity #Leadership #CalCPA

The Steering Committee plays a vital role in guiding and overseeing forensic accounting services. Members help address issues impacting all CPAs in the Forensic Services Section (FSS), ensuring our mission and objectives are achieved through strong leadership and strategic direction. FSS focuses on staying ahead of trends, analyzing technical issues, and interpreting key standards while offering invaluable opportunities for growth and collaboration. Deadline to Apply: Friday, Feb. 28 @ 5 p.m. PT For more details and to apply, https://lnkd.in/ggy_wwyJ

Discover the cutting edge of fraud detection and forensic accounting at this event, tailored for today’s CPA. Learn more and register: https://bit.ly/4heaQO2 Join our dedicated experts as they usher in a new era of financial vigilance. Together, we’ll break down complex topics with clarity, intelligence, and a fresh perspective. Explore how tools like AI and Large Language Models are transforming forensic accounting and asset tracing, and gain valuable insights through deep dives into real-world case studies. Leave equipped with best practices to safeguard your clients and enhance your expertise.

Act now—discounted rates are ending soon. Reserve your room now for our February events! Secure your spot and enjoy our exclusive group rate by visiting the links below: Hilton Irvine | Deadline 1/22/25 (https://bit.ly/40JGhu0) Irvine Marriot | Deadline 1/27/25 (https://bit.ly/4gbLhw7) Learn more and register for the events: (https://bit.ly/42o6BLC)

Join us this February for two amazing events with the Forensic Services Section, designed to elevate your expertise and expand your professional connections. Learn more and register: (https://lnkd.in/gzBkX_eB) The Business Valuation Section Meeting covers taxes affecting pass-through entities, recent court rulings, the impact of tax law on appraisers, and buy-sell agreements post-Connolly v. IRS. It also highlights lessons from recent joint litigation cases and trends for 2025. Learn more and Register https://bit.ly/42dDc6v The Family Law Section Meeting will explore income available for support, including business losses, cash flow challenges, and what-if scenarios. Learn more and Register https://bit.ly/40xnpOI

Recent updates to Federal Rule 702 are raising the bar for expert testimony. These changes impact admissibility in court and make it more important than ever to stay informed about the new standards. Read the full article by Jackie Smart, CPA/CFF, CFE, CVA: https://bit.ly/41rR7Wm #ForensicServices #CPA #CalCPA #Accounting

Our Forensic Services Section Joint Meeting on Friday brought together experts from across the accounting profession. From deep dives into forensic strategies to real-world case studies, attendees walked away with fresh perspectives and practical tools to take back to their firms. A big thank you to our incredible speakers—Robert Taylor, Carl Mueller, Holly Gilani, J.D., LL.M., Chris Hays, ASA, CPA, ABV, CVA, CFE, Kemp Moyer, Sacha Zadmehran, Ben Towne, David K. Golbahar, CPA, CFF, CGMA, Yasha Bronshteyn, Brandon Blevans’s, Jeffrey A. Klein, and Evan Kilbourne, CPA/ABV/CFF—for making this event a success. Your expertise and engagement keep pushing our profession forward. Stay tuned for the next opportunity to connect and keep the momentum going! #ForensicAccounting #CalCPA #JointSectionsMeeting #Accounting

This is your last chance to grab a seat! Get ready for a day packed with forensic accounting insights and hands-on networking. Don’t miss Robert Alan Taylor’s keynote lunch, where he’ll share 35 years of expert witness tips, blending humor with valuable advice for all levels. Claim your spot today: https://bit.ly/3XXWbzs #ForensicServices #ForensicAccounting #CPA #Accounting #CalCPA