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SC Bar Certified Paralegals: $125
YLD Discounted Fee (received before 9/29): $75


ABOUT THE PROGRAM
Every lawyer – but especially young lawyers just starting their careers or hanging out a shingle – need to understand some basic accounting principles, including how accountants (forensic and otherwise) can help their cases and indeed, help keep their practices vibrant and on a sound ethical footing. 

This special seminar, designed by veteran family law attorney Anita Floyd Lee and veteran personal injury attorney Daryl Hawkins, will provide you with a basic understanding of law firm and litigation accounting principles. 

The morning session focuses on the role of accounting experts in the Family Court arena.  Special emphasis will be given to explain how accountants not only don’t take your business, they can actually make the difference in how effectively you represent your clients’ financial interests. The morning faculty will also teach you how to read and understand basic financial and tax reporting forms and your client’s Financial Declaration.  There will also be analysis of the W-2 income and deductions, how to decipher pay stubs and tax returns.  You’ll gain a deeper understanding of tax issues in divorce – alimony tax deductibility, the child tax and dependent care tax credits, college tax credits, and attorneys and experts fees. Finally, you will learn how and when to do a QDRO.

The afternoon session features accounting principles who practices in a solo or small firm setting should know and understand.  Topics to be covered are “how to read and understand a business balance sheet, profit and loss statement, understanding a client’s net worth with regard to an award of punitive damages, and a special hour of ethics that will cover trust accounting principles, safe-keeping of client property, and cybersecurity. 

This program is the kind of practical information you need in order to practice law as a business!  It’s the kind of program that can help you thrive financially and steer you clear of some very serious ethical traps!

Best of all, if you are a current member of the SC Bar Young Lawyers Division, you are entitled to register for this important seminar for only $75 through September 28!  That’s a $175 discount off our Early Bird rate of $250!  Simply register online through 5pm, September 28 and you will automatically receive this rate. 

This seminar is a basic to intermediate level program.

AGENDA
8:30 a.m. Registration

8:55 a.m. Welcome and Opening Remarks

Daryl G. Hawkins, Columbia
Anita F. Lee, Columbia & Conway

9:00 a.m. How to Use an Expert/How to Lose an Expert
The Hon. Dorothy M. Jones, S.C. Judicial Department, Columbia
Anita F. Lee, Columbia & Conway

10:00 a.m. Basic Financial Statement and Tax Reporting
Mark Bokesch, CPA, CVA, CFE, Bokesch and Tipton, LLC – CPAs, Columbia

10:30 a.m. Break

10:45 a.m. Review of W-2 income and Deductions

Tracy Amos Fulmer, McKay & Amos LLC, Columbia
Jeffery E. Kinard, Kinard & Associates, PA, Myrtle Beach

11:15 a.m. Tax Issues:  What It Was and What It Is
Allison Ford, Burkett, Burkett, & Burkett, Certified Public Accountants, P.A., West Columbia

11:45 a.m. Retirement Valuations:  Defined Contribution Plans and Defined Benefit Plans; Loans on Accounts and When to do a QDRO
Jeffery E. Kinard, Kinard & Associates, PA, Myrtle Beach

12:15 p.m. Lunch (on your own)

1:15 p.m. General Accounting Principles That Every Lawyer Should Know – Including How to Read a Balance Sheet

Mark Bokesch, CPA, CVA, CFE, Bokesch and Tipton, LLC – CPAs, Columbia

1:45 p.m. The Art of Business Valuations – Not a “One-Size-Fits-All” Proposition
Mark Bokesch, CPA, CVA, CFE, Bokesch and Tipton, LLC – CPAs, Columbia

2:45 p.m. Break

3 p.m. Punitive Damages and Net Worth

Kevin M. Barth, Barth, Ballenger & Lewis, LLP, Florence

3:30 p.m. The Ethics of Law Accounting:  Trust Accounts, Safe Keeping of Client Property, and Encryption of Sensitive Client Data
Thomas A. Pendarvis, Pendarvis Law Offices, PC, Beaufort

4:30 p.m. Adjourn

 

All registrations must be pre-paid. Cancellation & Refund Policy: Need to cancel or transfer your registration? Simply notify us in writing no later than 24 hours prior to the published start time of the seminar at registrar@scbar.org. You will be eligible to receive a full refund, be transferred to the live webcast or archived online version of the same seminar (if available), or to a live seminar of equal or lesser value - all with no cancellation or transfer fee. Refunds will not be issued for cancellations made within 24 hours of a seminar start time, but all other options listed above are available with no transfer fee.

If you have a disability, please call ahead to let us know how we may accommodate your needs.

Locations
  • Columbia
    In-Person Seminar
    Bar Conference Center
    1501 Park Street , Columbia, SC 29201