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Other People's Money: Financial Issues in Litigation

A Presentation by the OCBA Business Court and Counsel Committee

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Date Published

February 28, 2021

Publisher

Oakland County Bar Association

Subjects

Business Law, Tax Law

Questions

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Summary

Attorneys need to understand the financial statements involved in their client's litigation in order to properly advise them during business disputes. This program provides a primer for identifying and understanding basic types of financial documents. Topics of discussion will include:

- fundamentals of financial statements and supporting accounting records
- analyzing financial and accounting documents for key information
- common disputes relating to business valuation
spotting issues for further analysis or assistance
- where to look for fraud or suspicious activity
- tips, traps and tax implications of settlement agreements

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Presenters

Stephen J. Dunn

Stephen J. Dunn is the founder of Dunn Counsel PLC. He was born and raised in Grand Rapids, Michigan and a graduate of... Read More

Michael P. Herzoff

Michael P. Herzoff is a member of the firm Weltman, Weinberg & Reis Co., LPA where he practices in complex civil... Read More

John A. Hubbard

John A. Hubbard leads the litigation practice at Hubbard Snitchler & Parzianello PLC. He specializes in civil litigation... Read More

Bruce Knapp

Bruce Knapp is a Shareholder and Practice Leader of the Valuation and Litigation Support Group at Doeren Mayhew CPAs and... Read More

Kenneth F. Neuman

Kenneth F. Neuman is the founding shareholder of Altior Law, and specializes in complex commercial litigation, real estate... Read More

Jonathan B. Frank

Jonathan B. Frank (Moderator) received his B.A., with distinction, from Stanford University in 1982 and his J.D., cum laude,... Read More

Martha J. Olijnyk

Martha J. Olijnyk (Moderator) focuses her efforts in the areas of business and commercial litigation, including complex... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Slide deck copy
Video Presentation
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Credit

This program has not been submitted for credit in any jurisdiction. Registrants will receive a Certificate of Attendance/Completion that may or may not meet credit requirements in various jurisdictions.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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