Program Details
2025-07-31 12:05:00
Over 1,000+ webinars
Course Overview
2025-07-31 12:05:00
3.75h CLE Credits
Intermediate
3.75
12:05 pm - 2:00 pm ESTThis foundational session explores the CPA profession, including licensing requirements, professional standards, and the three levels of attestation engagements (audit, review, and compilation). Participants will also master essential accounting terminology, learn to interpret financial statements, and understand key ratio analysis techniques critical for legal practice.
Jordan Sandberg
Michael Polis
Max Angel
Ryan Miske 2:10 pm - 3:10 pm ESTForensic accounting experts walk through AICPA guidance and standards governing expert witness testimony, emphasizing objectivity, integrity, and non-bias. Attendees will learn to detect accounting irregularities, analyze red flags in financial data, and understand how third-party documentation like bank statements can uncover fraudulent schemes.
Jordan SandbergMichael PolisMax AngelRyan Miske 3:20 pm - 3:50 pm ESTThis session demystifies the accounting principles underlying asset acquisitions, including purchase price allocation across IRS asset classes and post-closing working capital adjustments. Attorneys will gain practical insight into structuring earnouts, defining financial metrics, and drafting provisions that protect clients from manipulation.
Jordan SandbergMichael PolisMax AngelRyan Miske 3:50 pm - 4:20 pm ESTEstate planners face unique challenges with digital assets, from private key management to extreme price volatility. This session covers cryptocurrency taxation, regulatory uncertainty across agencies, and essential planning strategies including digital fiduciary designation and RUFADAA compliance to ensure heirs can access inherited crypto holdings.
Jordan SandbergMichael PolisMax AngelRyan MiskeJordan Sandberg is a Certified Public Accountant and Certified Fraud Examiner with 10 years of experience in forensic accounting, litigation support, and fraud investigations. He has worked on cases with damages exceeding $1 billion and has expertise in fraud investigations, trademark infringements, lost profits analysis, and financial data analysis.
Michael G. Polis is both a licensed attorney and Certified Public Accountant in California, offering a rare combination of legal insight and deep financial acumen. His practice focuses on tax planning, compliance, IRS representation, financial advisory, and healthcare regulatory matters.
Max Angel is an attorney in Holland & Knight’s Miami office and a member of the firm’s Private Wealth Services Group, focusing on advanced estate planning and counsel on estate tax, gift tax, and generation-skipping transfer tax matters.
Ryan Miske is the leader of the firm’s worldwide private equity practice, working with private and public companies on debt and equity financing, mergers and acquisitions, and corporate governance.
Jordan Sandberg is a Certified Public Accountant and Certified Fraud Examiner with 10 years of experience in forensic accounting, litigation support, and fraud investigations. He has worked on cases with damages exceeding $1 billion and has expertise in fraud investigations, trademark infringements, lost profits analysis, and financial data analysis.
Michael G. Polis is both a licensed attorney and Certified Public Accountant in California, offering a rare combination of legal insight and deep financial acumen. His practice focuses on tax planning, compliance, IRS representation, financial advisory, and healthcare regulatory matters.
Max Angel is an attorney in Holland & Knight’s Miami office and a member of the firm’s Private Wealth Services Group, focusing on advanced estate planning and counsel on estate tax, gift tax, and generation-skipping transfer tax matters.
Ryan Miske is the leader of the firm’s worldwide private equity practice, working with private and public companies on debt and equity financing, mergers and acquisitions, and corporate governance.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
