Instructor
Robert W. Carter, MS, CPA/CFF/ABV, CVA, CFE, CEPA
Managing Member
Rob is a Managing Member and one of the founders of Paradigm Forensics, LLC. During his many years of experience, he has employed his technical skills for creative problem solving in business valuation consulting, forensic accounting, fraud investigations and disputes. Furthermore, Rob has provided expert witness services in federal and state courts. He is an adjunct faculty member teaching graduate courses at universities in the Baltimore Metropolitan area and is also a faculty member for the National Association of Certified Valuators and Analysts where he teaches the CVA Credentialing Course.
Rob’s vast experience includes litigation consulting and expert witness services in arbitration, mediation, collaborative and other litigation contexts. He also has expertise in business valuation consulting for a diverse clientele in numerous industries for divorce, stockholder actions, economic damages, buy‐sell agreements, and other purposes. Additionally, he performs exit/transition planning services for business owners looking to sell or transition their company. Finally, Rob provides reliable forensic accounting/fraud investigation services to his clients.
Instructor
Matt Edwards focuses on high-stakes matrimonial cases involving complex financial arrangements, family-owned or closely held businesses, and complex custody matters. Matt also helps clients negotiate and enforce prenuptial agreements. In addition to legal analysis, Matt routinely works with forensic accountants, valuation experts, certified financial planners, and professional therapists to provide a clear path to a quick and favorable resolution of his clients’ divorce and custody matters. Matt also advises as general and civil litigation counsel to high-net-worth clients and their businesses. When necessary, Matt is a tenacious courtroom advocate at the trial court and appellate levels.
Matt volunteers as a family law mentor for the D.C. Bar Advice & Referral Clinic, where he advises pro se litigants on family law and domestic violence matters. Over the course of his career, Matt has devoted thousands of hours to pro bono work. He also serves on the Board of Trustees of the Greater Washington Community Foundation.
Matt was recognized by Best Lawyers in 2020. He currently serves as a member of the D.C. Bar Rules of Professional Conduct Review Committee and formerly served as Chair of the Litigation Community of the D.C. Bar. He is also a member of the Virginia Trial Lawyers Association.
Prior to joining Ain & Bank, Matt was a commercial litigator in the Washington, D.C. offices of Willkie, Farr & Gallagher LLP. While there, he focused on complex commercial and securities litigation on behalf of clients such as the General Electric Company, Facebook, Inc., and Big 4 accounting firms.
This session will cover the topics tax professionals should broach with their clients to best position them for the protection of their assets in the event of a divorce. This includes the ownership/title of assets, commingling concerns, as well as the Maryland requirements for the valuation and tracing of assets to pre-marital sources. There will also be a discussion of issues that have arisen in divorces where assets were not properly protected.
