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Robert Vance, CPA, CVA, CFP Curriculum Vitae
** NOTICE: Designation of Robert Vance as an Expert
constitutes acceptance of the firm's Standard Retainer Agreement
Upcoming Speaking Engagements for
Robert Vance
July 20, 2007 - Barristers Educational Services CLE
Seminar in Oxford, MS
"Tip on [Economic] Damages"
October 12, 2007 - American Bar Assoc. Section of Family Law 2007 Fall CLE Conf. in Memphis,
TN
"Beyond Child Support: Financial Planning for Children"
November 3, 2007 - National Academy of Elder Law Attorneys (NAELA) CLE Institute in Memphis,
TN
"Adding Value to a Legal Practice from a Business Valuation Perspective"
Licenses and
Accreditations
Certified Public Accountant (CPA) 1987
Certified Financial Planner (CFP)® 1990
Tennessee Real Estate Affiliate Broker (License Retired)
1994
Certified Valuation Analyst (CVA)
1995
Tennessee Insurance Agent 1997
Securities Agent (Series 6 & 63)
1997
Tennessee Supreme Court Rule 31 Listed General Civil Mediator 2006
The American Institute of Certified Public Accountants (AICPA) - Member
The Tennessee Society of Certified Public Accountants (TSCPA)
State Chapter - Business
Valuation, Forensic Investigation & Litigation Services Committee
Memphis Chapter -
President
National Association of Certified Valuation Analysts (NACVA) - Member
Institute of Business Appraisers (IBA) - Member
Memphis Bar Association (MBA) - Associate Member
Current
The Boys & Girls Clubs Foundation
Past
Boy Scouts of America, Chickasaw Council - Advisory Board of Directors
Boy Scouts of America - Troop 278 Committee Chairman
The Boys & Girls Clubs of Greater Memphis - Central and Advisory Board of Directors,
Treasurer
The Phoenix Club - President, Vice President, Treasurer, Asst. Treasurer, Board of Directors
Boy Scouts of America - Eagle Scout
Personal
Injury Damages Analysis
Wrongful
Death Damages Analysis
Business
lost profits
Divorce-Marital Balance Sheet & Spousal Support Needs
Business
Valuation
Forensic
Investigative Accounting
Contract
Disputes
Business
Structure
Class
Action Claims Administration
Special Master
Court-appointed Accounting
Civil Mediation
in Financial Matters
Qualified as an Expert Witness in the Following Courts
U.S. District Court for the Western
District of TN
Economic Damages, Business Valuation, Forensic Accounting, & Lost Business Profits
Circuit Court of TN at Shelby County (30th
Dist. at Memphis)
Business Valuation, Divorce Analysis, Special Master & Court-Appt. Accountant
Chancery Court of TN at Memphis
Business Valuation, Divorce Analysis & Business Structure
Shelby County Divorce Referee
Determination of Income for Support
Probate Court of Shelby County
Business Valuation
Claims Commission for the State of
Tennessee
Economic Damages
Chancery Court of TN at Dyer County (29th
Distr. at Dyersburg)
Child Support Determination
Chancery Court of TN at Haywood County (28th
Distr. at Brownsville)
Business Valuation
Chancery Court of TN at Madison County (26th
Distr. at Jackson)
Divorce Analysis
Chancery Court of TN at Fayette County (25th
Distr. at Somerville)
Special Master
Chancery Court of TN at Tipton County (25th
Distr. at Covington)
Business Valuation & Econ. Damages
Chancery Court of MS at Marshall County
Business Valuation
Circuit Court of FL at Pinellas County (6th
Distr.)
Business Valuation
Publications and Presentations
·
Seminar - Presenter for “Tip on [Economic] Damages," Barristers Educational Services, For CLE, Memphis, TN, December
2006
·
Seminar - Panel for “Best Practices for Developing and Managing a Business Valuation/Litigation Consulting Practice,”
TSCPA Conference on Bus Val., Forensic Invstgn, & Lit. Services, Nashville, TN, Nov. 2006
·
Seminar (live presentation recorded for on-line CLE) - Presenter for "Analyzing Financial Discovery in Divorce,"
Tennessee Bar Association, Knoxville and Nashville, TN, November 2006
·
Seminar - Presenter for “Proof of Economic Damages in Tort Cases," Memphis Bar Association, For CLE, Memphis, TN, August
2006
·
Article - “What’s Your Life Worth,” Memphis Business Journal-Litigation Insert, June 23, 2006
·
Seminar - Presenter for “Valuing And Organizing Pension Plans & Other Retirement Assets In Divorce," Memphis Bar
Association, For CLE, Memphis, TN, June 2006
·
Guest Lecturer - University of Mississippi School of Law, “Business Valuation and Pension Valuation in Family Law,”
Oxford, MS, Oct. 2005
·
Seminar - Presenter for “Valuation of Pension Plans and Other Retirement Assets in a Divorce,” Mississippi Family Law
Annual Update, For CLE, Jackson, MS, July 2005
·
Seminar (live presentation recorded for on-line CLE) - Presenter for "Financial Aspects of Divorce," Tennessee Bar
Association, Knoxville, Chattanooga, Nashville and Memphis, TN, November 2004
·
Article - “CPA CSI: Creatively Searching for Income,” Memphis Business Journal, February 6, 2004
·
Seminar - Presenter for “She Got the Goldmine and I Got the Shaft - What’s Your Spouse Really Worth?” Memphis Bar
Association, For CLE, 2003 Lawyers Helping Lawyers, Memphis, TN, October 2003
·
Seminar - Presenter for “Understanding and Using Business Valuations,” Memphis Chapter TSCPA, For CPE, Memphis, TN,
October 2003
·
Seminar - Presenter for "Dividing the Wealth in Divorce Cases," Memphis Bar Association, 2003 Bench Bar Conference,
Destin, FL, May 2003
·
Article - "Surely You Jest While I Vest - Pension Valuation In A Tenn. Divorce," Memphis Lawyer, Jan., 2003
·
Seminar - Presenter for "Family Law Practice Management + Preparing Your Forensic Psychologist and Accountant Experts,"
Tennessee Bar Association, Knoxville, Nashville and Memphis, TN, Dec. 2002
·
Article - "The W-2 as Roadmap for TN Child Support Guidelines Income," Family Practice, The Newsletter for the Family
Law Section of the Tennessee Bar Association, August, 2002
·
Article - "Prof. Practice Valuation in a Tennessee Divorce," Tennessee CPA Journal, TSCPA, June, 2001
·
Article - "Forensic Accounting: Performing Autopsies on Paper," Family Practice, The Newsletter for the Family Law
Section of the Tennessee Bar Association, March, 2001
·
Article - "Valuing Professional Practices in a Tennessee Divorce," Memphis Lawyer, July/Aug., 2000
·
Article - "Could'a, Should'a, Would'a, 20:20 Hindsight in a Divorce," The Young Lawyers' App., May, 2000
·
Article - "The Top Ten Accounting Terms for Attorneys," The Young Lawyers' Appeal, May, 1999
·
Article - "Tax Returns Say The Darndest Things," The Young Lawyers' Appeal, February, 1998
·
Newsletter - For Better, For Worse - A Discussion of Divorce Related Topics
Expert Witness Testimony Appearances
See Curriculum Vitae
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