Who Has Experience as a Business Valuator in Family Law Cases in Sacramento Ca?

DAVID Yard. SCHULTZE
Schultze, Boone & Silva
350 University Artery, Suite 110
Sacramento, CA 95825
(916) 576-2330 Fax: (916) 576-2331
dgs@sbs-valuations.com

AREAS OF EXPERTISE

Business valuations, forecasting of amercement, financial, spousal back up/lifestyle matters, certain tax matters, tracings and special accountings.

Mr. Schultze is qualified equally an adept in the Superior Courts of 27 counties in Northern and Southern California and in Federal bankruptcy courtroom.

Experience

1980 to Nowadays

Business organisation Valuations

Performs business valuations in the retail, wholesale, structure and manufacturing industries as well equally for professional and service enterprises. Appraisals are performed for diverse reasons including auction, marital dissolution, partnership or corporate dissolution, forecasting of damages for civil litigation, condemnation, and other ceremonious litigation.

Special Accountings and Forecasting of Amercement

Performs special accountings related to: 1) tracing separate versus community property; ii) misappropriation of funds; 3) Sullivan bug; 4) Epstein credits; 5) unreported income; half-dozen) accounting disputes on contracts; and 7) structure toll overruns. Damages have been forecasted every bit to loss of income due to a business interruption, loss of a franchise, and loss of business contract.

Spousal Back up/Lifestyle Matters

Verification of Income and Expense Declarations every bit to reported cash menstruation, income taxes and expenses. This process entails calculating income taxes based on various levels of spousal back up to ascertain the truthful net income available for payment of spousal support too as the truthful internet income of the recipient.

Performs numerous lifestyle analyses to make up one's mind the spending patterns of petitioners and respondents in marital dissolution cases.

Consulting

Is retained to review the work product of other experts, set up questions for deposition and nourish depositions; too is present in court to hear opposing testimony and assist chaser in cantankerous-examination of witnesses.

Acts as a consultant on business appraisals and business concern matters such as contracts, special accountings, reorganization plans, and business evolution. In add-on, he has been retained as a consultant by other experts in the State of California.

1977-1979

Real Estate Developer

Oversaw the construction of residential property, including: 1) site choice; two) selecting architects and overseeing the design of the projection; three) obtaining bids and all necessary permits and approvals; four) banking relationships; 5) coordinating and scheduling of subcontractors; and half dozen) supervising construction to its completion.

1970-1977

Peat, Marwick, Mitchell & Co.

Every bit a fellow member of staff and management was involved in audits, direction consulting, S-1 registration, SEC reporting, depository financial institution compliance reports, and tax matters for companies in the heavy construction, over-the-road-transportation, electronic manufacturing, medical, chemic solvents, and retail grocery industries. In addition, public sector experience included school districts and both city and county governmental entities.

EDUCATION

California State Academy, San Francisco, B.A., 1970
Degree in Business concern Administration with accent in Accounting

LICENSES AND CERTIFICATIONS

• Certified Public Accountant (CPA)
• Accredited in Business concern Valuation (ABV)
• Certified in Financial Forensics (CFF)
• Certified Valuation Analyst (CVA)
• General Technology & General Edifice Contractor's Licenses — Inactive

PROFESSIONAL AFFILIATIONS

• Candidate Member, American Society of Appraisers
• American Found of Certified Public Accountants
• California Club of Certified Public Accountants
• National Association of Certified Valuation Analysts
• Past Member of The Editorial Lath of Family unit Police News, a publication of the California State Bar, Family Law Sectionalisation
• Past Chairman of the Litigation Committee, California Lodge of CPA's, Sacramento Affiliate
• Past member of the Country Litigation Commission, California Society of CPA'southward

PUBLICATIONS

• Contributor and Co-Writer of Family Police force Business organisation Valuations: Mechanics of a Business Valuation, Vol. H, Circuitous Issues in California Family Law, published past LexisNexis

"HOW TO...CONTINUING Instruction" - CO-Author & SPEAKER

1. "How To... : Appraise Professional person Practices and Minor Businesses — A Showtime Grade"
2. "How To...: Assess Professional Practices and Small Businesses — An Avant-garde Course"
3. "How To...: Assess Small & Medium Sized Businesses"
4. "How To...: Determine the Community'southward Involvement in a Separate Property Business: Pereira/Van Camp Apportionment in Family Police force Cases"
5. "How To...: Uncommingle Commingled Funds in a Family unit Law Proceeding — A Starting time Tracing Course"
6. "How To...: Uncommingle Commingled Funds in a Family Law Proceeding — An Avant-garde Tracing Course"
7. "How To...: Comply with CC4800.10 in Disclosing All Material Facts and Information in Family unit Law Cases"
8. "How To...: Sympathise & Utilize Inter-Spousal Duties in Family Law Cases"
9. "How To...: Analyze & Sympathise Taxation Returns & Financial Statements in Family Law Cases"
10. "How To...: Successfully Practice Family Law and Make Money"
11. "How To...:Correctly Analyze Kid and Spousal Support"

CONTINUING EDUCATION

A partial listing of standing education includes attending the following seminars and conferences:

Specialized Industries

• Vino Industry Briefing
• Equity Research and Valuation Techniques — AIMR Conference
• Hedge Fund Direction — AIMR Conference
• Computing and Proving Damages in Personal Injury Cases
• Global Investment Reporting Standards (CFA Constitute)
• Asset Allotment - Blastoff and Beta Investment Strategies (CFA Institute)
• 60th Annual CFA Institute'due south Conference

Business concern Valuation

• American Club of Appraisers
• National Association of Certified Valuation Analysts
• AICPA/ASA National Business Valuation Conferences
• Joint ASA/CICBV Conference "Concern Valuation in a Changing International Environment"
• Bug of Closely-Held Corporations
• Fundamentals of Acquiring or Selling Mid-Marketplace Companies
• Buying and Selling a Business
• Valuing Physician and Dental Practices
• Financial Forecasting Concepts and Techniques

Tax

• Advanced 1040 Tax Problems
• Tax Consequences of Divorce (annual seminar)
• Subchapter South-corporations
• Estate Planning Seminar
• Tax Police Changes
• Advanced Tax Problems of Marital Dissolutions
• Charitable Remainder Trusts

Lifestyle/Support

• CFLR — Child and Spousal Support
• Spousal and Kid Back up Proceedings

Other

• George Norton Family unit Constabulary Seminars
• CFLR Annual 2-Day Seminars; CFLR Advanced Family Police force Seminars
• Attorney's Briefcase CA Family unit Police Seminars
• 11th Annual Divorce Law Update presented by the Constabulary Teaching Plant
• Insolvency and Bankruptcy
• Appraisal of Real Belongings
• How To Be Your Own Economist
• Law Trek: The Family Frontier
• Family Law Development and Strategies Program

SPEAKING ENGAGEMENTS AND PRESENTATIONS

For "George Norton" Family Law Seminars:

• Valuations of Professional person Practices
• Complex Valuations and Tax Issues that Arise in Business concern Valuations
• Complex Separate vs. Community Belongings Tracings
• Proficient Witness Sit-in

For Northern and/or Southern California American University of Betrothed Lawyers:

• Valuations of Closely-Held Businesses
• Transmutations
• Moore-Marsden and Across
• Separate vs. Community Property Tracings
• Disclosure Requirements Under 4800.10
• The Goodwill Nebulae: Searching for Neutrinos, Avoiding Black Holes and Boldly Going Where No Courtroom Has Gone Before
• Taking Care of Business: The Intersection of Family Constabulary and Concern Issues

For Bar Associations and Family Law Specialist Groups:

• California State Bar, Family Law Div: Hands-on Tracings in Family Law Cases
• Family Police Specialist, Sacramento and San Francisco Chapters: Valuation of Closely-Held Businesses
• Family Law Specialist, Sacramento and San Francisco Chapters: Spousal and Child Support Issues
• Family Constabulary Specialist, Sacramento: Performing a Lifestyle Analysis
• San Diego Chapter of the Family Law Clan, "How To...Analyze and Sympathise Taxation Returns and Financial Statements in Family unit Law Cases"
• Florida State Bar: Use of Revenue enhancement Returns and Tracing Grade
• Continuing Didactics of the Bar: Valuing Assets in a Marital Dissolution
• Judicial Council of California: Goodwill Symposium
• American Bar Clan, CLE Conference, Vancouver, BC, - "Interpreting the 1040 Tax Return, Part I"
• Sacramento County Bar Association, Family Constabulary Section, Tax Course re "Personal Tax Returns"
• California State Bar, Family Law Partitioning: Analyzing Personal, Partnership, Corporate and Trust Revenue enhancement Returns
• Sacramento County Bar Association, Family Law Section, March, 2002, "Partnerships and South-Corporations - Determining Net Dispensable Income for Support Purposes"
• Sacramento Canton Bar Clan, Family Law Section, February, 2003, "Real Manor Apportionment"

For California CPA Foundation & National Business organisation Establish:

• Appraisals of Businesses
• Split up vs. Community Property Tracings
• Disclosure Requirements Under 4800.10
• Concern Valuations and Other Marital Dissolution
• Financial Issues

Other Associations and Universities

• International Right-of-Way Clan - Chapter 5, Regional Seminar: Business Valuations in regard to Condemnation Proceedings
• Law School at University of California, Davis: Valuation of Closely-Held Businesses
• McGeorge Law School, University of Pacific: Valuations of Closely-Held Businesses
• University of California, Davis: Valuing Businesses in a Leveraged Buy-Out
• McGeorge Law School, University of Pacific: Child and Spousal Support Problems
• California Order of CPA'south, Sacramento Chapter's Litigation Committee: Separate vs. Community Property Tracings
• Sacramento Chapter of the National Association of Accountants: Forensic Accounting
• Sacramento Chapter of Estate Planners: Business Valuations for Estate and Gift Purposes
• American Club of Women Accountants, Sacramento Chapter: Valuation of Closely-Held Businesses

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Source: http://www.sbs-valuations.com/cv_dgs.htm

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