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Click here to Download:
Robert Vance, CPA/ABV/CFF, 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
NACVA Annual Convention - Boston, MA -
May 2009
AICPA National Business Valuation
Conference - San Francisco, CA - October 2009
Licenses and Accreditations
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Certified Public Accountant (CPA) |
1987 |
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Certified Financial Planner (CFP)® |
1990 |
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Tennessee
Real Estate Affiliate Broker (License Retired) |
1994 |
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Certified
Valuation Analyst (CVA) |
1995 |
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Tennessee
Insurance Agent |
1997 |
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Securities
Agent (Series 6 & 63) |
1997 |
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Tennessee
Supreme Court Rule 31 Listed General Civil Mediator |
2006 |
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Certified
in Financial Forensics (CFF) |
2008 |
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Accredited
in Business Valuation (ABV) |
2009 |
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 - Past President
National Association of Certified
Valuation Analysts (NACVA) - Member
Institute of Business Appraisers (IBA) -
Member
Memphis Bar Association (MBA) - Associate
Member
Personal and Community
Married to Tamara Minges Vance, with
two children
Boy Scouts
of America - Eagle Scout
The
Boys & Girls Clubs Foundation
Memphis Bar Association - “Entertaining Motions”
Boy
Scouts of America, Chickasaw Council - Advisory Board of Directors
and Troop 278 Committee Chairman
The
Boys & Girls Clubs of Greater Memphis - Treasurer, Central Board of
Directors
The Phoenix Club -
President, Vice President, Treasurer, Asst. Treasurer, Board of
Directors
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 or Special Master in the Following Courts
U.S.
District Court for the Western District of TN, (Judges McCalla & Mays)
Personal Injury Economic Damages, Business Valuation, Forensic
Accounting, Lost Business Profits
Circuit
Court of TN at Shelby County, Divisions 1, 2, 3, 4, 6, 7, 8 & 9 (30th
Dist. at Memphis)
Business Valuation, Divorce Needs & Ability to Pay Alimony Analysis &
Division of Property, Divorce Separate Property Issues, Personal Injury
Economic Damages, Court-Appt. Accountant
Circuit
Court of Tennessee at Shelby County, Division 7 (30th Dist.
at Memphis)
Special Master for Divorce Separate Property Valuation of Retirement
Plan
Chancery
Court of Tennessee at Memphis, Parts 1 & 2
Business Valuation, Divorce Needs & Ability to Pay Alimony Analysis &
Division of Property,
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 Tennessee at Dyer County (29th Dist. at Dyersburg)
Child Support Determination
Chancery
Court of Tennessee at Haywood County (28th Dist. at
Brownsville)
Business Valuation
Chancery
Court of Tennessee at Obion County (27th Dist. at Union City)
Business Valuation
Chancery
Court of Tennessee at Madison County (26th Dist. at Jackson)
Divorce Needs & Ability to Pay Alimony Analysis & Division of Property
Chancery
Court of Tennessee at Fayette County (25th Dist. at
Somerville)
Special Master for Investigation of Spouse’s Income in Divorce
Chancery
Court of Tennessee at Tipton County (25th Dist. at Covington)
Business Valuation, Divorce Needs & Ability to Pay Alimony Analysis &
Division of Property,
Lost Business Profits
Chancery
Court of Mississippi at Marshall County
Business Valuation
Circuit
Court of Florida at Pinellas County (6th Dist.)
Business Valuation
Circuit Court of
Arkansas at Craighead County
Divorce Separate Property Issues & Division of Property
Publications and Presentations
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Article -
“Dividing the Marital Estate and Calculating Reasonable Need and the
Ability to Pay Alimony”, Two-part series in American Journal of
Family Law, Aspen Publishers, Fall 2008·
Presenter - “Tax
Issues Related to Divorce”, 2008 Singleton B. Wolfe
Memorial Federal Tax Conference, Knoxville, TN, Oct. 2008
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Presenter - "Business Valuations in
Divorce", Williamson County Bar Assoc., Franklin, TN, Oct. 2008
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Presenter - “Mock Deposition
for a Business Valuation Engagement”, TSCPA Conference on Bus Val.,
Forensic Investigation, & Litigation Services, Nashville, TN, Oct. 2008
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Presenter - “Business
Valuations in Divorce: What Family Lawyers Need to Know", TN Attorneys
Memo 2008 Family Law Conference for Tennessee Practitioners, Nashville,
Memphis, Chattanooga & Knoxville, TN, Oct. 2008
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Presenter - “Calculation of
Economic Damages for Personal Injury & Wrongful Death Cases”, TN
Attorneys Memo 2008 Law Conference for Tennessee Practitioners,
Nashville, Memphis & Knoxville, TN, Sep. 2008
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Presenter - “Understanding
Economic Damages & Present Value for Personal Injury, Wrongful Death &
Wrongful Termination Cases for Mediation & Trial”, Knoxville Bar Assoc.,
Knoxville, TN, Sep. 2008
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Presenter - “Divorce
Fallout: The Half Life is Longer Than You Think-Tax Repercussions of a
Divorce and Retirement Decisions in Divorce”, Knoxville Bar Assoc.,
Knoxville, TN, Aug. 2008
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Presenter - “Advanced Issues
in Divorce: Valuation And Division Of Complex Assets”, National Business
Institute, Nashville, TN, Mar. 2008
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Presenter - “From Alimony
Calculation to Property Settlement: Analyzing the Financials of
Divorce”, Tennessee Attorneys Memo, Audio Conference Broadcast from
Knoxville, TN, Feb. 2008
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Presenter - “Analyzing
Financial Discovery in Divorce”, Mississippi Society of CPAs, Annual
Business Valuation and Litigation Services Conference, Jackson, MS, Nov.
2007
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Presenter - “Family Law:
Helping Your Clients Through Difficult Cases; Analyzing Financial
Information in Divorce”, National Business Institute, Knoxville, TN,
Nov. 2007
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Presenter - "Finding and
Tracing Hidden Sources of Income”, Memphis Bar Assoc., Memphis, TN Oct.
2007
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Presenter - "Beyond Child
Support: Financial Planning for Children”, American Bar Assoc. Section
of Family Law, 2007 Fall CLE Conference, Memphis, TN, Oct. 2007
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Presenter - "
Understanding and Using
Business Valuations in Divorce: What Family Lawyers Need to Know",
Memphis Bar Assoc., 2007 Bench Bar Conf., Destin, FL, May 2007
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Presenter - “Tip on
[Economic] Damages", Barristers Ed. Serv., Memphis, TN, Dec. 2006
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Presenter - Panel for “Best
Practices for Developing and Managing a Business Valuation/Litigation
Consulting Practice”, Conference on Bus Val., Forensic Investigation, &
Litigation Services, Nashville, TN, Nov. 2006
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Presenter - (live
presentation recorded for on-line CLE) "Analyzing Financial Discovery in
Divorce", Tennessee Bar Assoc., Knoxville and Nashville, TN, Nov. 2006
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Presenter - “Proof of
Economic Damages in Tort Cases", Memphis Bar Assoc., Memphis, TN, Aug.
2006
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Article - “What’s Your Life
Worth”, Memphis Business Journal-Litigation Insert, June 23, 2006
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Presenter - “Valuing And
Organizing Pension Plans & Other Retirement Assets In Divorce", Memphis
Bar Assoc., Memphis, TN, June 2006
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Guest Lecturer - University
of Mississippi School of Law, “Business Valuation and Pension Valuation
in Family Law”, Oxford, MS, Oct. 2005
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Presenter - “Valuation of
Pension Plans and Other Retirement Assets in a Divorce”, Mississippi
Family Law Annual Update, Jackson, MS, July 2005
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Presenter - (live
presentation recorded for on-line CLE) "Financial Aspects of Divorce",
Tennessee Bar Assoc., Knoxville, Chattanooga, Nashville and Memphis, TN,
Nov. 2004
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Article - “CPA CSI:
Creatively Searching for Income”, Memphis Business Journal,
February 6, 2004
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Presenter - “She Got the
Goldmine and I Got the Shaft - What’s Your Spouse Really Worth?”,
Memphis Bar Assoc., 2003 Lawyers Helping Lawyers, Memphis, TN, Oct. 2003
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Presenter - “Understanding
and Using Business Valuations”, TSCPA, Memphis, TN, Oct. 2003
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Presenter - "Dividing the
Wealth in Divorce", Memphis Bar Assoc., 2003 Bench Bar Conf., Destin,
FL, May 2003
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Article - "Surely You Jest
While I Vest - Pension Valuation In A Tenn. Divorce", Memphis Lawyer,
Jan., 2003
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Presenter - "Family Law
Practice Management + Preparing Your Forensic Psychologist and
Accountant Experts", Tennessee Bar Association, Knoxville, Nashville and
Memphis, TN, Dec. 2002
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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,
Aug., 2002
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Article - "Prof. Practice
Valuation in a Tennessee Divorce", Tennessee CPA Journal, TSCPA,
June, 2001
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Article - "Forensic
Accounting: Performing Autopsies on Paper", Family Practice, The
Newsletter for the Family Law Section of the Tennessee Bar Association,
March, 2001
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Article - "Valuing
Professional Practices in a Tennessee Divorce", Memphis Lawyer,
July/Aug., 2000
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Article - "Could'a, Should'a,
Would'a, 20:20 Hindsight in a Divorce", The Young Lawyers' App.,
May, 2000
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Article - "The Top Ten
Accounting Terms for Attorneys", The Young Lawyers' Appeal, May,
1999
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Article - "Tax Returns Say
The Darndest Things", The Young Lawyers' Appeal, Feb., 1998
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Newsletter - For Better,
For Worse - A Discussion of Divorce Related Topics
Expert Witness Testimony Appearances
See Curriculum
Vitae |
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