More About This Event

ASA Member Price: $249 | Non-Member Price: $349

Wednesday, December 10, 2025, Time: 1:00pm - 5:30pm ET

The ASA Litigation in Valuation Conference brings together top valuation professionals, expert witnesses, and legal specialists to examine the critical intersection of valuation and litigation. This annual event provides practical guidance, case law updates, and strategies for professionals navigating complex disputes.

This year’s agenda includes:

• Welcome & ASA Update – Insights from ASA leadership on the state of the profession and key initiatives.
• Matrimonial Litigation: Recent Trends and Relevant Cases – A deep dive into valuation challenges in divorce proceedings.
• ESOP Litigation: Current Developments – Explore evolving litigation trends and valuation implications.
• Litigation in Private Equity and Fair Value – Practical insights into disputes involving private equity and complex valuation issues.
• Estate & Gift Tax Litigation – Updates on recent court rulings and IRS positions impacting estate and gift tax valuations.

With sessions led by leading professionals from firms such as CBIZ, Houlihan Lokey, Stout, and Alvarez & Marsal, attendees will gain both technical knowledge and litigation-ready strategies.

Why Attend?

• Earn up to 5 CPE credits in one afternoon.
• Learn from valuation and legal experts with courtroom experience.
• Hear directly from valuation leaders and standard-setters.
• Stay ahead of legal and regulatory trends shaping valuation practice.

Whether you focus on business valuation, estate planning, or litigation support, this conference delivers must-have insights for professionals working where value meets the law.

Conference Session Platform
This virtual conference is being held via Zoom. Please be sure to review Zoom's System Requirements. See the Event Access tab to join the live virtual conference after registering. 

Conference Chair
Kenneth J. Pia ASA, CPA, ABV, MCBA
Lead Managing Director - Matrimonial Practice Leader
CBIZ Forensic Consulting Group LLC

NASBA and Continuing Professional Education (CPE) Credit

*ASA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website https://www.nasbaregistry.org/.

CPE Credit: Up to 5 CPE credits
Program Level: Intermediate 
NASBA Knowledge Type: Specialized Knowledge 
Delivery Method: Group Internet Based 
Prerequisites: None 
Advanced Preparation: None 
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy

Conference Sponsor 

Agenda

1:00 - 1:10pm
Welcome & ASA Update
Kenneth J. Pia, ASA, CPA, ABV, MCBA | Lead Managing Director - Matrimonial Practice Leader | CBIZ Forensic Consulting Group
Guillermo Ortiz de Zarate | Chief Executive Officer | ASA

1:10 - 2:00pm
Hot Topics in Matrimonial Litigation Matters
Jay E. Fishman, FASA, FRICS | Managing Director | Stout
Kenneth J. Pia, ASA, CPA, ABV, MCBA | Lead Managing Director - Matrimonial Practice Leader | CBIZ Forensic Consulting Group

In this session we will discuss current hot topics in providing valuation services for litigated divorce matters. These will include the interrelationship between reasonable compensation, personal goodwill and post-divorce efforts.  We will also discuss the impact on changes in the standards of value in some states and whether personal goodwill should be measured based on the party's goodwill or other members of the firm.

2:00 - 2:50pm
Happy Xmas (ESOP War Is Over?)
Jeffrey S. Tarbell, ASA, CFA | Director | Houlihan Lokey
Paul Rinefierd | Senior Counsel | Groom Law Group

Drawing on recent legal and regulatory changes, this presentation will examine the evolving landscape of ESOP litigation and whether new DOL leadership will shift enforcement priorities toward private plaintiffs. We will explore key recent issues including common interest agreements, clawbacks, and trends in claims related to mature ESOPs. The discussion will also cover significant recent court decisions and legal victories that provide new insights for appraisers and ESOP fiduciaries. Finally, an ESOP litigator will share his perspective on how appraisers can improve their work to better anticipate challenges and withstand litigation scrutiny.

2:50 - 3:00pm
Break

3:00 - 3:50pm
Shareholder Disputes Involving Early-Stage Companies
Arik K. Van Zandt, ASA, CDBV | Managing Director | Alvarez and Marsal

Early-stage companies create unique challenges in valuation. Shareholder disputes involving early-stage companies offer additional challenges. This session will cover those challenges offering valuation techniques, equity allocation considerations, and other implications for the valuation expert.

3:50 - 4:40pm
Emerging Developments in Gift and Estate Tax Court Cases
Marissa Pepe Turrell, ASA, Managing Director | CBIZ
Louis R. Piscatelli | Partner | Withers LLP

Join us for an update on gift and estate tax valuation, featuring an overview of recent court cases and anticipated federal estate tax trends. Learn how these recent decisions and changes are impacting strategies for valuing businesses in the context of estate planning and transferring wealth.

4:40 - 5:30pm
The Voice You Care About - Views from the Bench on What it Takes to be an Effective Expert in Mediation and on the Stand
Hon. Douglas Hoffman | Retired | New York Supreme Court

In this presentation, we will examine how to enhance skills and confidence as expert witnesses in legal proceedings whether it be trial or mediation. The session covers the essential principles of providing expert testimony, including preparation, effective communication, ethical considerations, and courtroom procedures. An experienced judge will provide practical tips, and participants will understand better how to present complex financial findings clearly and persuasively to judges, juries, and legal professionals.

Agenda subject to change.

Upon completion of this course, participants will be able to:

• Identify recent valuation challenges in matrimonial litigation
• Analyze current developments in ESOP litigation and assess their implications for valuation practices
• Evaluate key issues in private equity and fair value disputes
• Apply recent court rulings and IRS positions to estate and gift tax valuations in the context of litigation
• Integrate insights from leading valuation and legal experts to strengthen litigation readiness and expert witness effectiveness