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Section | Family Law

Family Law Section Meeting


Beyond Moore/Marsden: Untangling Complex Real Property Reimbursements

Speaker
Natalie McFarlin, CPA-ABV | Stegner McFarlin Spaete LLP
Alex Spaete, CPA-ABV, CITP | Stegner McFarlin Spaete LLP

Join Alex and Natalie as they discuss the application of the Moore Marsden analysis and how it is effected by a refinance or re-title.

***For those that cannot attend but are interested in the post meeting recording, we require you to Register for the event. Once the presentation is over, if the recording is adequate, we send it (via DropBox) to those that were not able to attend. If the recording is not adequate, we will refund your registration fee. MCBA does not provide CLE for viewing recordings post presentation.***

MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR TOWARDS GENERAL CLE.

MCLE Notice: To receive MCLE credit, you must connect by digital device; i.e., tablet or computer. Call in by telephone only will not qualify. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. MCBA is a certified provider: Provider #411

Accessibility: People with disabilities and/or special requests should contact MCBA regarding reasonable accommodations.

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1.0 CLE | General


Contact

Denise Belli | Email
Mee Mee Wong | Email


05/17/2022 12:00 PM 05/17/2022 1:00 PM America/Los_Angeles Family Law Section Meeting Beyond Moore/Marsden: Untangling Complex Real Property Reimbursements Zoom Webinar, , , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Member Registration

Non-member Registration

Registration ends May 16, 2022


Members: $30
Non-Members: $50

$20 for MCBA Family Law Section Members

Date and Location

Tuesday | May 17, 2022
12:00-1:00P

Zoom Webinar

Speaker Information

Natalie McFarlin, CPA-ABV

Stegner McFarlin Spaete LLP

Natalie has over ten years of public accounting experience which have exclusively been focused on forensic and valuation services. Natalie was a manager for Armanino's Forensic and Valuation Services team before joining Stegner and Associates in 2016. Natalie is a CPA as well as Accredited in Business Valuation.

Natalie has qualified as an expert in many of the San Francisco Bay Area counties including Alameda, San Mateo, Contra Costa, and Santa Clara. She specializes in litigation support for marital dissolution matters. She has been retained as an expert in dozens of matters and assisted in well over a thousand matters. Services include cash flow analysis, marital standard of living, income available for support, tracing of separate property, stock division analysis, tracing of real property, and business valuation.

Natalie also has performed business valuations for a wide range of industries for the purpose of marital dissolution, shareholder buyouts, strategic planning, and gift and estate tax.

Website

Alex Spaete, CPA-ABV, CITP

Stegner McFarlin Spaete LLP

Alex is a partner with Stegner McFarlin Spaete LLP. Alex has extensive experience in business valuation, family law forensics, and private industry experience in healthcare and physician compensation. He is a CPA, is Accredited in Business Valuation, and also a Certified Information Technology Professional.

Alex has qualified, testified, and been appointed the court’s expert in most of the San Francisco Bay Area and Sacramento area counties. He has worked on hundreds of litigation matters primarily involved with family law forensics. Services include marital standard of living determination, income available for support analysis, separate property asset tracings, equity/stock compensation divisions, post-separation accounting, and family law business valuation.

Alex also leads the firm's business valuation practice and has prepared business valuations for the purposes of ESOP reporting, 409A and ASC 718 reporting, estate and gift tax, shareholder buyouts, and marital dissolution. Alex also has additional expertise in IT Security and Compliance with small business focus.

In his free time, he enjoys cooking, wine tasting, listening to music, and spending time with friends and family.

Website