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Expert Witness Testimony
in Family Law
AICPA Forensic & Valuation Services Conference
November 13-15, 2017
Presented by:
Clay Price, Clay Price & Associates, P.A.
Shannon Farr, PYA
REAL LIFE PITFALLS, AND HOW TO AVOID THEM
Prepared for AICPA Forensics & Valuation Services Conference Page 1
Family Law Issues Vary Widely by State
 Statute(s)
 Case Law
Take-away:
 Identify
 Relevant state statute(s)
 “Top 10” family law cases
in your state
Take-away:
 AICPA Family Law Matrix
resource
Prepared for AICPA Forensics & Valuation Services Conference Page 2
Polling Question
Have You Testified in a Family Law Matter?
Prepared for AICPA Forensics & Valuation Services Conference Page 3
Deposition Basics
• Who?
• What (to bring)?
• When?
• Where?
Prepared for AICPA Forensics & Valuation Services Conference Page 4
Deposition 101
Attorney’s
Goal
Expert’s
Goal
Prepared for AICPA Forensics & Valuation Services Conference Page 5
Deposition Role-Play
 Traps
 Wouldn’t you agree?
 Hypotheticals
 Strategies
 Refer to report
 Pause
 Complete your answer
Prepared for AICPA Forensics & Valuation Services Conference Page 6
Polling Question
If You’ve Testified, Do You Prefer Deposition or Trial?
Prepared for AICPA Forensics & Valuation Services Conference Page 7
Trial Testimony – Direct
Prepared for AICPA Forensics & Valuation Services Conference Page 8
Focus of Time and Issues
Judge
Attorney
CPA
You
Prepared for AICPA Forensics & Valuation Services Conference Page 9
Trial Strategies
• Know your judge
• Know your courtroom
• Anticipate the cross-examination
Take-away:
 Don’t know?
ASK!
Prepared for AICPA Forensics & Valuation Services Conference Page 10
Cross-examination Role-Play
Prepared for AICPA Forensics & Valuation Services Conference Page 11
Error Recovery
 Admit it
 Recalculate on the stand?
Prepared for AICPA Forensics & Valuation Services Conference Page 12
Re-direct and Rebuttal
The expert witness’s “R & R”: Re-direct and rebuttal
Prepared for AICPA Forensics & Valuation Services Conference Page 13
Thank You
PERSHING YOAKLEY & ASSOCIATES, P.C.
800.270.9629 | www.pyapc.com
Shannon Farr
PYA
One Cherokee Mills
2220 Sutherland Avenue
Knoxville, Tennessee 37919
865.673.0844
sfarr@pyapc.com
Clay Price
Clay Price & Associates, P.A.
2147 10th Avenue
Vero Beach, Florida 32960
772.569.6203
cprice@irccpa.com

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Expert Witness Testimony in Family Law: Real Life Pitfalls and How to Avoid Them

  • 1. Expert Witness Testimony in Family Law AICPA Forensic & Valuation Services Conference November 13-15, 2017 Presented by: Clay Price, Clay Price & Associates, P.A. Shannon Farr, PYA REAL LIFE PITFALLS, AND HOW TO AVOID THEM
  • 2. Prepared for AICPA Forensics & Valuation Services Conference Page 1 Family Law Issues Vary Widely by State  Statute(s)  Case Law Take-away:  Identify  Relevant state statute(s)  “Top 10” family law cases in your state Take-away:  AICPA Family Law Matrix resource
  • 3. Prepared for AICPA Forensics & Valuation Services Conference Page 2 Polling Question Have You Testified in a Family Law Matter?
  • 4. Prepared for AICPA Forensics & Valuation Services Conference Page 3 Deposition Basics • Who? • What (to bring)? • When? • Where?
  • 5. Prepared for AICPA Forensics & Valuation Services Conference Page 4 Deposition 101 Attorney’s Goal Expert’s Goal
  • 6. Prepared for AICPA Forensics & Valuation Services Conference Page 5 Deposition Role-Play  Traps  Wouldn’t you agree?  Hypotheticals  Strategies  Refer to report  Pause  Complete your answer
  • 7. Prepared for AICPA Forensics & Valuation Services Conference Page 6 Polling Question If You’ve Testified, Do You Prefer Deposition or Trial?
  • 8. Prepared for AICPA Forensics & Valuation Services Conference Page 7 Trial Testimony – Direct
  • 9. Prepared for AICPA Forensics & Valuation Services Conference Page 8 Focus of Time and Issues Judge Attorney CPA You
  • 10. Prepared for AICPA Forensics & Valuation Services Conference Page 9 Trial Strategies • Know your judge • Know your courtroom • Anticipate the cross-examination Take-away:  Don’t know? ASK!
  • 11. Prepared for AICPA Forensics & Valuation Services Conference Page 10 Cross-examination Role-Play
  • 12. Prepared for AICPA Forensics & Valuation Services Conference Page 11 Error Recovery  Admit it  Recalculate on the stand?
  • 13. Prepared for AICPA Forensics & Valuation Services Conference Page 12 Re-direct and Rebuttal The expert witness’s “R & R”: Re-direct and rebuttal
  • 14. Prepared for AICPA Forensics & Valuation Services Conference Page 13 Thank You
  • 15. PERSHING YOAKLEY & ASSOCIATES, P.C. 800.270.9629 | www.pyapc.com Shannon Farr PYA One Cherokee Mills 2220 Sutherland Avenue Knoxville, Tennessee 37919 865.673.0844 sfarr@pyapc.com Clay Price Clay Price & Associates, P.A. 2147 10th Avenue Vero Beach, Florida 32960 772.569.6203 cprice@irccpa.com