Litigate Smarter. Negotiate Harder. Plan Sharper. Accounting Tactics Lawyers Can Use in Real Cases

Jordan Sandberg | HKA

Jordan Sandberg is a Certified Public Accountant and Certified Fraud Examiner with 10 years of experience. He has assisted the named forensic accounting expert on multiple occasions.

Jordan has provided litigation support and assisted in multiple investigations, into highly confidential matters, on behalf of both private and government counsel. He has worked on cases with damages in excess of $1 billion.

Jordan has a broad range of forensic investigations experience alongside supporting clients with dispute resolution matters. He has provided large scale data analysis to demonstrate state- specific compliance with enforcement regulations based on master settlement agreement (MSA) enforcement and prepared financial analysis and modelling for various disputed matters across the USA.

Jordan’s expertise includes fraud investigations and trademark infringements. He has assessed lost profits and damages, analyzed bank statements and other financial data to identify flow of funds, and evaluated targeted individuals and entities for fraudulent transactions.

Jordan is a member of the American Institute of Certified Public Accountants and the Association of Certified Fraud Examiners. He holds a master’s in accounting and a bachelor’s degree in crime, law and justice.

Michael Polis | Wilke Fleury LLP

Michael G. Polis is both a licensed attorney and a Certified Public Accountant in California, bringing clients a rare combination of legal insight and deep financial acumen. His practice is grounded in his extensive experience in accounting and tax matters, offering a broad range of services including tax planning, compliance, IRS representation, and financial advisory for both individuals and businesses. With his CPA credentials, Michael routinely assists clients with complex financial transactions such as 1031 exchanges, business reorganizations, and bankruptcy-related financial strategies. His dual licensure allows him to seamlessly integrate legal and financial considerations in every matter he handles.

In addition to his tax and accounting expertise, Michael advises healthcare providers and organizations on the financial and regulatory challenges they face, particularly those subject to the Knox-Keene Health Care Service Plan Act. He works with physician groups, independent practice associations (IPAs), managed service organizations (MSOs), federally qualified health centers (FQHCs), and addiction treatment providers, guiding them through reimbursement issues, regulatory filings, and financial compliance related to licensing and operations. His understanding of both the fiscal and legal dimensions of healthcare makes him a trusted advisor to entities navigating complex oversight environments.

Michael is admitted to practice before the State of California, the U.S. Tax Court, multiple federal district courts, the Ninth Circuit Court of Appeals, and the U.S. Supreme Court. He also contributes to the legal and accounting professions through teaching roles at institutions such as UC Davis Extension, California State University, Sacramento, and the University of Phoenix, where he has taught subjects ranging from business law to ethics and accounting. He has published numerous articles on healthcare law and taxation in professional publications including The Sacramento Lawyer, Sacramento Medicine, and the newsletters of the California Optometric Association and Solano County physicians.

His leadership extends to professional associations, having served as President of the California Chapter of the American Academy of Attorney-CPAs and as Chair of the Sacramento Chapter of the California Society of Certified Public Accountants. Through his multifaceted experience, Michael G. Polis provides clients with comprehensive, financially grounded legal counsel tailored to the complex challenges of modern business and healthcare environments.

Max Angel | Holland & Knight

Max Angel is an attorney in Holland & Knight’s Miami office and is a member of the firm’s Private Wealth Services Group. Mr. Angel’s practice primarily involves advanced estate planning, as well as providing counsel on matters related to estate tax, gift tax and generation-skipping transfer tax.

Prior to joining Holland & Knight, Mr. Angel served as a judicial intern to the Honorable Paul C. Huck of the U.S. District Court for the Southern District of Florida.

While in law school, Mr. Angel was a member of the Florida Law Review, where he served as a managing editor and an articles editor.

Ryan Miske | Faegre Drinker Biddle & Reath LLP

Ryan Miske is the leader of the firm’s worldwide private equity practice. Ryan works with private and public companies, assisting clients with debt and equity financing, mergers and acquisitions, and corporate governance. He uses past experience as a manager for an industrial supply company in Chicago to understand and achieve the business goals involved in transactions.

Ryan serves all industries and has been a close advisor to many food and agribusinesses, counseling on $5 billion worth of deals in these sectors recently.

Session I – Accounting for Lawyers: Understanding CPA Roles, Standards, and Financial Fundamentals | 12:05pm – 2:00pm

• The CPA profession
• Professional standards
• Attest engagements

Break | 12:50pm – 1:00pm

• Accounting key terms, definitions and lingo
• Financial statements
• Ratio analysis
• Federal tax forms

Break | 2:00pm – 2:10pm

Session II – Essential Accounting Principles Used in Financial Disputes | 2:10pm – 3:10pm

• Examples of AICPA concepts and practice aids and how they are used by an expert witness
• Scenarios that lead to financial disputes involving improper accounting
• Expected expertise of accountants involved in financial disputes
• Detection and investigation of accounting irregularities and red flags
• How to seamlessly analyze accounting and other financial data

Break | 3:10pm – 3:20pm

Session III – Numbers and Nuance: Essential Accounting Principles for Attorneys | 3:20pm – 3:50pm

• Purchase price allocation
• Purchase price adjustments
• Earnouts

Session IV – Decoding Cryptocurrency: Estate Planning in the Digital Age | 3:50pm – 4:20pm

• Cryptocurrency fundamentals for estate planners
• Taxation and regulatory landscape
• Estate planning strategies for crypto