SCBA Office Closed:

Monday, May 25, 2020 in honor of Memorial Day. .~.~.~.~.~.~.~.~.~.~.

MCLE Classes & Events

Thursday, February 20: The Nuts and Bolts of the Sale of a Business

Friday, February 21: Legislation “ABCs” and Carve-Outs to Employment After Dynamex and AB5

Tuesday, February 25, 2020: New Housing Laws for 2020

EVENT - Tuesday, March 3, 2020: 2020 Family Law Judicial Officers’ Luncheon

EVENT -Tuesday, March 10, 2020: NIGHT At The MUSEUM Tour and Mixer

NEW DATE: Tuesday, March 24: Cal-OSHA Update

Monday, March 30, 2020: Understanding Undue Influence Through the Eyes of the Victimizer

Tuesday, April 2, 2020: Hemp Law 101

Tuesday, April 7, 2020: Family Law Disclosure Overview

Wednesday, April 15, 2020: Pension, Division, Malpractice & QDROs

Friday, April 17, 2020: LPS Conservatorships

Monday, April 27, 2020: Sports Law

Thursday, April 30, 2020: Qualified Opportunity Zones

EVENT -Friday, May 1, 2020: Rex Sater Award Dinner

Monday, May 4, 2020: Sexual Harassment Training for Law Firms

EVENT -Friday, May 15, 2020: Judges’ Jubilee

Tuesday, May 19, 2020: Divorce & Taxes

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Events

2020 Family Law Judicial Officers’ Luncheon

Join the Family Law Judicial Officers as they share their thoughts and expectations for the coming year!



Bertoli, James (Hon.)
Hon. James G. Bertoli
Supervising Judge
Sonoma County Superior Court
Phelan, Hon. Barbara
Hon. Barbara Phelan
Sonoma County Superior Court
Ornell, Hon. Lawrence
Hon. Lawrence Ornell
Sonoma County Superior Court
Rasmason, Commissioner Becky
Hon. Becky Rasmason
Commissioner
Sonoma County Superior Court

Date: Tuesday, March 3, 2020

Time: Check-In: 11:30 am; Lunch and Presentation: 12:00 – 1:30 pm

Place: Luther Burbank Center for the Arts, 50 Mark West Springs Rd, Santa Rosa, CA 95403

Registration Fee:
$85–SCBA Members
$105–Public
$45–Students (with proof of current enrollment)

Student: $45 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Ann Horn at (707) 542-1190 ext. 10.)

Click Here to Register
Click Here to Download the Registration Flyer

Archive Committee

NIGHT At The MUSEUM — Tour and Mixer

The SCBA Archive Committee
Invites You to Attend a NIGHT At THE MUSEUM Tour and Mixer

Mix and Mingle While You Enjoy Wine, Appetizers, Legal Profession Memorabilia, and a Behind-the-Scenes Tour of the Museum of Sonoma County!

Date: Tuesday, March 10, 2020

Time: 5:30 – 7:30 pm

Place: Museum of Sonoma County
425 7th St., Santa Rosa, CA 95401

Registration Fee:
$15/person–Public

Click Here to Register
Click Here to Download the Night at the Museum Registration Form

Events

Rex Sater Award Dinner

The Sonoma County Bar Association along with the Family Law Section Invite you To Attend the 21st Annual Rex Sater Award Ceremony to Honor:


Averill, Hon. Shelly (2)
The Honorable Shelly Averill

The Rex Sater Award for Excellence in Family Law is given each year to an individual or group who has contributed to improving the practice of family law in Sonoma County. The plaque commemorating this award states: “Judge Sater’s legacy to Sonoma County is his belief that people hold the answers to their family conflict locked in their own heart. The ‘System’s’ primary duty should be to help those people find their own answers….”

Date: Friday, May 1, 2020

Time: Check-In & Reception with No-Host Bar 5:00 pm | Dinner & Program 6:00 pm

Honoree(s): Hon. Shelly Averill

Place: Santa Rosa Golf & Country Club, 333 Country Club Dr., Santa Rosa

Registration Fee:
$85—per Person
Please RSVP by April 24, 2020

Please Click Here to Download the RSVP Form and Include Your Meal Preference

Events

Judges’ Jubilee

Celebrating Sonoma County’s Judicial Officers

Averill, Hon. Shelly (2) Bertoli, James (Hon.) Hon. Patrick Broderick DeMeo, Brad WEB
Dollard, Jennifer English, Kenneth (3) Gnoss, Hon. Kenneth Allan Hardcastle
Honigberg, Christopher M. LaForge, Robert Hon. Marcoida, Hon. Virginia nadler-gary-hon
Ornell, Hon. Lawrence Ottenweller, Hon. Peter Phelan, Hon. Barbara Rasmason, Commissioner Becky
Case Shaffer, Nancy (Hon.) WEB VERSION Shaffer, Hon. Troye Simonds, Hon. Dana Thistlethwaite, Hon. Jaime
wheeldin-anthony-hon-2012-directory Wick, Andy Urioste, Mark Hon. (Commissioner 2018)

Wine, Appetizers, and Good Company!

Date: Friday, May 15, 2020

Time: 5:30 – 8:30 pm

Place: Kendall-Jackson Wine Estate & Gardens | 5007 Fulton Road, Santa Rosa

Registration Fee:
$70– per person | Spouses and Friends Welcome

Click Here to Register
Click Here to Download the Registration Flyer

Come Help Us Honor Sonoma County’s Judicial Officers, Past and Present!

Family Law Section

Divorce & Taxes

Top Issues with DissoMaster and Taxes in Divorce

Presenters will discuss tips and tricks for using DissoMaster, understanding the new tax forms and changes in tax laws, and mistakes to avoid.

Topics will include:

~ DissoMaster input review
~ Reporting community property income
~ Phantom Income
~ Tax projections
~ Dependency exemptions and tax credits
~ QBID (Qualified Business Income Deduction)
~ New personal income tax forms
~ Income Available for Support
~ Marital Standard of Living
~ Innocent spouse relief
~ Tax filing status

And more? Email Darlene (elmore@sonic.net) or Catherine (conner@clrob.com) in advance about questions you have (general questions, not case specific)

Conner, Catherine 2020

Catherine Conner, CFLS
Conner, Lawrence, Rodney, Olhiser & Barrett, LLP

Catherine is a Certified Family Law Specialist, Certified by the State Bar of California Board of Legal Specialization. Catherine’s practice focuses on family law alternative dispute resolution, including mediation, collaborative practice and settlement counsel. She is a collaborative practice and mediation trainer with the Center for Understanding in Conflict and a frequent presenter on family law topics, bias, and difficult conversations.

Elmore, Darlene 2020
Darlene Elmore, CPA, ABV, CFF

Darlene has over 30 years of experience as an accountant and has worked in public accounting for the last 27. With an office in Santa Rosa, her practice is focused on providing forensic accounting analysis and services, with an emphasis on family law matters. In additional to her certification as a CPA, she is accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the AICPA.

Date: Tuesday, May 19, 2020

Time: Check-In: 3:15 pm; Presentation: 3:30 —5:00 pm
Wine Reception Immediately Following Presentation

Presenter(s):
Catherine Conner, CFLS; Conner, Lawrence, Rodney, Olhiser & Barrett, LLP
Darlene Elmore, CPA, ABV, CFF

Place: SCBA Office
111 Santa Rosa Ave., Ste.222
Santa Rosa, CA 95404

Parking:
555 First Street
Santa Rosa, CA 95404

MCLE: 1.5 Unit Participatory MCLE Credit in General Law

Registration Fee:
$70–SCBA Members
$85–Public
$55–SCBA Barristers Club Members in First 5 Years of Practice
$20–Students (with proof of current enrollment)

NOTE: Section Discounts are only available by Phone, Fax, USPS Mail, or In-Person.
We apologize for inconveniences caused.

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

Click Here to Register
Click Here to Download the Registration Flyer

General Law

Qualified Opportunity Zones

~ Qualified Opportunity Fund
~ Qualified Opportunity Property
~ Qualified Opportunity Zone Business
~ Structuring Trends and Alternatives
~ Direct vs Indirect Ownership
~ Exiting Scenarios
~ Fee Structures and Carried Interest
~ Details of the Deal—Not Everyone Qualifies
for One Reason or Another
~ The 180 day period

Paris, Chris

Chris Paris, CPA, Partner, Moss Adams

Mr. Paris is a tax partner in the Santa Rosa and San Francisco offices of Moss Adams. He has 20 years of experience in public accounting, specializing in partnership taxation, including complex partner allocations resulting from property and partnership interest transfers. Mr. Paris has extensive fund experience including real estate funds, private equity funds, hedge funds, fund of funds, and other types of alternative investments, and advises on matters related to taxations and organizational structure. He consults on a variety of tax issues involving blocker corporations, asset acquisitions and dispositions, transactions involving distressed debt, loan modifications, and constructive sales. This experience includes a broad range of tax planning, compliance, and wealth transfer strategies for ultra-high net worth individuals. Mr. Paris is the regional industry group leader for the real estate practice.

Thomas, Greg
Greg Thomas, CPA, Director, Moss Adams

Mr. Thomas has practiced public accounting since 1996. He specializes in partnership taxation and has experience in a wide range of industries including real estate, energy, mining, telecommunications, broadband, and media. Mr. Thomas has assisted clients in structuring tax efficient formations, operations, and exit strategies. Prior to joining Moss Adams, Mr. Thomas worked in the national real estate practice of a Big Four firm. In this role he managed the federal tax aspects of a syndicated partnership portfolio with over 120,000 foreign, domestic, and tax-exempt investors, and provided tax planning and analysis for large telecommunications and broadband mergers.

Date: Thursday, April 30, 2020

Time: Check-In: 11:45 am; Presentation: 12:00 —1:00 pm

Presenter(s):
Chris Paris, CPA, Partner, Moss Adams
Greg Thomas, CPA, Director, Moss Adams

Place:
SCBA Office
111 Santa Rosa Ave., Ste.222
Santa Rosa, CA 95404

Parking:
555 First Street
Santa Rosa, CA 95404

MCLE: 1.0 Unit Participatory MCLE Credit in General Law

Registration Fee:
$60–SCBA Members
$75–Public
$45–SCBA Barristers Club Members in First 5 Years of Practice
$20–Students (with proof of current enrollment)

NOTE: Section Discounts are only available by Phone, Fax, USPS Mail, or In-Person.
We apologize for inconveniences caused.

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

Click Here to Register
Click Here to Download the Registration Form

Ethics

Pension, Division, Malpractice & QDROs

An Ethics Talk

Madden, John
John C. Madden, QDRO & Valuation Expert, QDRO Counsel

Mr. Madden is a founder of QDROCounsel, a legal technology company for pension division. His is a nationally recognized Valuation and QDRO expert. He is also a partner at Moon, Schwartz, and Madden, a valuation consulting firm specializing in assisting individuals, family law attorneys, and their clients in dividing community property interest in retirement benefits.

Mr. Madden is recurrent expert witness in actuarial pension valuations, stock options, and (Q)DROs in the Superior Court of various California counties. Mr. Madden has also been a guest speaker at various family law conferences in Northern and Southern California. He is
a member of the “QDRONES,’ a national study group comprised of QDRO attorneys and pension valuation experts.

Date: Wednesday, April 15, 2020

Time: Check-In: 11:45 am; Presentation: 12:00—1:00 pm

Presenter(s): John C. Madden, QDRO & Valuation Expert, QDRO Counsel

Place:
SCBA Office
111 Santa Rosa Ave., Ste.222
Santa Rosa, CA 95404

Parking:
555 First Street
Santa Rosa, CA 95404

MCLE: 1.0 Unit Participatory MCLE Credit in Legal Ethics

Registration Fee:
$60–SCBA Members
$75–Public
$45–SCBA Barristers Club Members in First 5 Years of Practice
$20–Students (with proof of current enrollment)

NOTE: Section Discounts are only available by Phone, Fax, USPS Mail, or In-Person.
We apologize for inconveniences caused.

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

Click Here to Register
Click Here to Download the Registration Flyer