Miles Mason, Sr., JD, CPA

Professional Biography

• Founder, Miles Mason Family Law Group, plc.
• Attorney Licensed in Tennessee and Arkansas.
• Certified Public Accountant, Tennessee.
• Author, The Forensic Accounting Deskbook: A Practical Guide to Financial Investigation and Analysis for Family Lawyers, published by the American Bar Association, 2011.
• American Bar Association Family Law Section (Liaison to AIPCA, 2007-current; Continuing Legal Education Committee, 2008-09; Trial Advocacy Institute, Faculty Expert Witness, 2008; Co-Chair, 2007 Fall Conference Host Committee).
• Tennessee Bar Association Family Law Section (Chair, 2002-03; Vice-chair, 2001-02; Executive Council Western Section Representative, 2003 - 07; Editor, Family Practice quarterly newsletter, 2000-02; Member, Family Law Section Code Commission which serves as liaison to the Tennessee Legislature regarding additions and amendments to Tennessee family law, 2002 - 06).
• Memphis, Nashville, and Williamson County Bar Associations Family Law Sections, Member.
• American Institute of Certified Public Accountants (AICPA - Forensic and Valuation Services Section; 2009 National Conference on Forensic Accounting Planning Committee).
• National Association of Certified Valuation Analysts (NACVA - Forensic Accounting Academy, Faculty 2009-2011; Recipient, 2009 Instructor of Exceptional Distinction Award; 2010, 2011 Annual Consultants Conference, Matrimonial Track Co-chair).
  
• Tennessee Society of Certified Public Accountants (TSCPA - Business Valuation, Forensic & Litigation Services Committee 2009-current).
• Institute of Business Appraisers (IBA - Faculty, Business Valuator Accredited for Litigation Workshop: BVAL, 2010 - current).
• Tennessee Bar Journal (Editorial Board, 2003-06).
• Court Appointed Special Master, Circuit Court, Thirtieth Judicial District, Memphis, Tenn.

Selected Seminar Presentations

• Presenter, "Money Never Sleeps: Analysis Financial Planners Can Provide Clients and Their Divorce Lawyers,' Financial Planning Association of the Greater Memphis(Jan. 4, 2012, Memphis, Tenn.).
• Presenter, "Forensic Accounting in Divorce: What Most Lawyers Don’t Know," Tennessee Society of Certified Public Accountants Forensic and Valuation Services Conference (Oct. 20, 2011, Brentwood, Tenn.).
• Presenter, "Seven Deadly Sins of Divorce - How Divorces End-up One Sided," Financial Planning Association of Greater Memphis (Apr. 6, 2011, Memphis, Tenn.).
• Co-presenter with Kelly A. Nanney, "Family Lawyer's Ethics in a Digital World: T'was the Night Before a Board Complaint" Tennessee Bar Association WebCast (December 1, 2010, Nashville, TN). Available as Online Video at www.TnBarU.com for one year following original broadcast.
• Co-presenter with Chief Justice Linda Thomas, Supreme Court of Texas, Retired, Dallas, Texas and Mario Ventrelli of Shiller, DuCanto, and Fleck, Chicago, Illinois."Ex, Lies and Videotape: Defeating Machiavellian Tactics and Lies in Negotiation" American Bar Association Family Law Section Fall Conference (October 22, 2010, Ft. Worth, Texas).
• Instructor, Forensic Accounting Academy, National Association of Certified Valuation Analysts (NACVA) Consultants' Training Institute (Las Vegas, NV, Dec. 10, 2010; Wash. DC, Oct. 29, 2010; Dallas, TX, Sept. 24, 2010; Newport Beach, CA, Aug. 13, 2010; Orlando, FL, July 30, 2010; New York City, NY, May 21, 2010; Chicago, IL, Mar. 19, 2010).
• Co-presenter with Michael G. Kaplan, CPA, CVA, CFFA "Ten Ways Attorneys Kill Their Own Experts," NACVA and the IBA's 2010 Annual Consultants' Conference (Miami, FL, Jun. 4, 2010).
• Presenter, "Seven Deadly Sins - How Divorces End Up One-Sided," Sovereign Wealth Management, Inc. (Memphis, Tenn., Mar. 30, 2010).
• Instructor, Forensic Accounting Academy, National Association of Certified Valuation Analysts (NACVA) Consultants' Training Institute (Atlanta, GA, Dec. 11, 2009; Jersey City, NJ, Nov. 13, 2009; Columbus, OH, Oct. 16, 2009; Milwaukee, WI, Aug. 21, 2009; Denver, CO, July 31, 2009; Chicago, IL, June 12, 2009).
• Co-presenter with Brent McDade, CBA, BVAL and W. Robert Vance, CPA/ABV/CFF, CVA, CFP, "Mock Deposition for a Business Valuation Engagement" AICPA National Business Valuation Conference (Nov. 15, 2009, San Francisco, CA).
• Presenter, "Business Skills for Attorneys: Managing People Successfully" National Business Institute (NBI) Electronic Seminar (National teleconference, Nov. 10, 2009).
• Co-presenter with Patrick Mason, Esq., "Prenuptial Agreements" Financial Planning Association of the Mid-South (Nov. 4, 2009, Memphis, Tenn.).
• Co-presenter with W. Robert Vance, CPA/ABV, CVA, CFP, CFF "Must Know Cases for the Expert Witness" Tennessee Society of Certified Public Accountants Conference on Business Valuation, Forensic Investigation & Litigation Services (Oct. 18, 2009, Brentwood, Tenn.).
• Co-presenter with Mario Ventrelli, Chicago, IL, Melissa Avery, Indianapolis, IN, and Walter Pagano, NY, NY "Machiavellian Negotiation and Mediation Tactics" AICPA National Forensic Accounting Conference (Orlando, FL, Sept. 25, 2009).
• Co-presenter with Thomas Burrage, CPA/ABV/CFF, CVA, Albuquerque, NM "Family Law Workshop" AICPA National Forensic Accounting Conference (Orlando, FL, Sept. 23, 2009).
• Co-presenter with W. Robert Vance, CPA/ABV/CFF, CVA, CFP, "Business Valuation: What You Need to Know in Tennessee" Tennessee Bar Association WebCast (July 29, 2009, Nashville, TN). Available as Online Video at www.TnBarU.com for one year following original broadcast.
• Co-presenter with W. Robert Vance, CPA/ABV/CFF, CVA, CFP, "Business Valuation: Who to Hire, How to Get Started" Tennessee Bar Association WebCast (July 29, 2009, Nashville, TN). Available as Online Video atwww.TnBarU.com for one year following original broadcast.
• Co-presenter with Brent McDade, CBA, BVAL and W. Robert Vance, CPA/ABV, CVA, CFP, CFF, "Mock Deposition for a Business Valuation Engagement" NACVA and the IBA's 2009 Annual Consultants' Conference (May 29, 2009, Boston, Mass.).
• Presenter with Patrick Mason, Esq., "Prenuptial Agreements" Memphis Tax Watch (May 6, 2009, Memphis, Tenn.).
• Presenter, "Advanced Accounting for Lawyers" Tennessee Bar Association WebCast (March 25, 2009, Nashville, TN). Available as Online Video at www.TnBarU.com for one year following original broadcast.
• Presenter, "Intermediate Accounting for Lawyers" Tennessee Bar Association WebCast (January 21, 2009, Nashville, TN). Available as Online Video at www.TnBarU.com for one year following original broadcast.
• Presenter, "Defeating the Nefarious Business Owner Spouse" and "High Conflict Depositions" Mississippi Society of Certified Public Accountants Business Valuation and Litigation Services Conference (Nov. 11, 2008, Jackson, Miss.)
• Co-presenter with W. Robert Vance, CPA/ABV, CVA, CFP, CFF and Brent McDade, CBA, BVAL, "Mock Deposition for a Business Valuation Engagement" Tennessee Society of Certified Public Accountants Conference on Business Valuation, Forensic Investigation & Litigation Services (Oct. 20, 2008, Franklin, Tenn.).
• Presenter, "How Divorces End Up One-sided" American Society of Women Accountants Music City Chapter (May 16, 2008, Nashville, TN).
• Presenter, "How Divorces End Up One-sided" Tennessee Society of Certified Public Accountants, Memphis Chapter (Mar. 11, 2008, Memphis, Tenn.).
• Presenter, "Tennessee Divorce Law" Christian Psychological Center (Jan. 10, 2008, Memphis, Tenn.).
• Presenter, "Preventing Critical Financial Mistakes During Divorce" National Business Institute (Dec. 14, 2007, Memphis, Tenn.).
• Co-presenter with W. Robert Vance, CPA, CVA, CFP "Analyzing Financial Discovery in Divorce: The Seven Deadly Sins" Mississippi Society of Certified Public Accountants Business Valuation and Litigation Services Conference (Nov. 27, 2007, Jackson, Miss.)
• Presenter, "Divorce Failures - Missed Opportunities and Dark Corners" American Association of Attorney-Certified Public Accountants Fall Meeting and Education Conference (Nov. 9, 2007, New Orleans, Louis.).
• Presenter, "Defeating the Nefarious Business Owner Spouse in Divorce: Understanding Accounting Information Flow, Financial Statements and Forensic Accounting" Schiller, DuCanto & Fleck, LLP (Oct, 4, 2007, Chicago, Ill.).
• Presenter, "Prenuptial Agreements" Tennessee Attorneys Memo Law Conference for Tennessee Practitioners (Sep. 28, 2007, Memphis, Tenn.).
• Presenter with Christine Baker, CPA/ABV, Rehmann Consulting, Grand Rapids, Michigan, "Managing Business Valuation Engagements" American Bar Association Annual Convention - Family Law Section (Aug. 11, 2007, San Francisco, Cal.).
• Presenter with W. Robert Vance , CPA, CVA, CFP, "Tennessee Business Valuation Law - Part 2" Tennessee Bar Association On-line Continuing Legal Education (January 2007, Nashville, Tenn.).
• Presenter with W. Robert Vance , CPA, CVA, CFP, "Associate & Paralegal Training: Analyzing Financial Discovery in Divorce - Parts 1 and 2" Tennessee Bar Association On-line Continuing Legal Education available at www.TBA.org and TennBarU (January 2007, Nashville, Tenn.).
• Presenter, "Deposition and Trial Testimony Tips, Business Valuation and Forensic Accounting Case Law Update, and Trends in Forensic Accounting" Business Valuation and Litigation Support Conference, Mississippi Society of Certified Public Accountants (Nov. 16, 2006, Jackson, Miss.).
• Presenter with W. Robert Vance, CPA, CVA, CFP, "Analyzing Financial Discovery in Divorce" Tennessee Bar Association Family Law Section (Nov. 14, 2006, Knoxville, Tenn.; Nov. 15, 2006, Nashville, Tenn.).
• Luncheon Speaker and Panelist, "Developing and Managing a Successful Valuation/Litigation Consulting Practice" Tennessee Society of Certified Public Accountants Conference on Business Valuation, Forensic Investigation & Litigation Services (Nov. 3, 2006, Franklin, Tenn.).
• Presenter, "Machiavellian Divorce Negotiating Techniques" Tennessee Society of Certified Public Accountants, Memphis Chapter (Oct. 10, 2006, Memphis, Tenn.).
• Presenter, "Divorce Coaching - Attorneys and Psychologists Working Together" Memphis Area Psychological Association (June 27, 2006 , Memphis, Tenn.)
• Presenter, "Forensic Accounting in Divorce Litigation" Tennessee Society of Certified Public Accountants, Memphis Chapter (Feb. 8, 2005 , Memphis, Tenn.).
• Presenter with W. Robert Vance , CPA, CVA, CFP, "Tennessee Business Valuation Law" Tennessee Bar Association On-line Continuing Legal Education (January 2005, Nashville, Tenn.).
• Presenter with W. Robert Vance , CPA, CVA, CFP, "Utilizing a Forensic Accountant in a Divorce" Tennessee Bar Association On-line Continuing Legal Education (January 2005, Nashville, Tenn.).
• Moderator, panel discussion including Judge Karen R. Williams and Laura Morgan, Esq., Virginia "Child Support Guidelines" Tennessee Bar Association Juvenile & Children's Law Section and Young Lawyers Division (Dec. 2004, Memphis, Tenn.).
• Presenter with W. Robert Vance , CPA, CVA, CFP, "Financial Aspects of Divorce" Tennessee Bar Association Family Law Section (Nov. 8, 2004, Knoxville, Tenn.; Nov. 9, 2004, Chattanooga, Tenn.; Nov. 10, 2004, Nashville, Tenn.; Nov. 11, 2004, Memphis, Tenn.).
• Presenter, with Gary Shockley, Esq., Nashville, Tenn.; Jim Vines, Nashville, Tenn.; Barbara Holmes, Nashville, Tenn. "Conducting Effective Meetings" Tennessee Bar Association Leadership Conference (Jan. 17, 2004 , Nashville, Tenn.).
• Presenter with Randall Kessler, Esq., Atlanta, Ga.; Barry Gold, Esq., Chattanooga, Tenn.; W. Robert Vance , CPA, Memphis, Tenn.; Rebecca Caperton, Ph.D., Memphis, Tenn. "Family Law Practice Management + Preparing Your Forensic Psychologist and Accountant Experts" Tennessee Bar Association Family Law Section (Dec. 17, 2002, Knoxville, Tenn.; Dec. 18, 2002, Nashville, Tenn.; Dec. 19, 2002, Memphis, Tenn.).
• Presenter, "Seeking Modification of Alimony Due to Retirement" Memphis Bar Association (Aug. 20, 2002 , Memphis, Tenn.).
• Presenter with Shannon P. Pratt and Z. Christopher Mercer, "Business Valuation Seminar" Tennessee Bar Association Family Law Section (Sept. 27, 2001, Nashville, Tenn.; Sept. 28, 2001, Memphis, Tenn.; Oct. 4. 2001, Chattanooga, Tenn.; Oct. 5, 2001, Knoxville, Tenn.).
• Presenter, "Evidence & Discovery for Calculation of Child Support for Self-Employed Obligors" Memphis Bar Association (Sept. 2000, Memphis, Tenn.).
• Presenter, "Estate Planning and Divorce" Memphis Bar Association Estate Planning Series (Oct. 1999, Memphis, Tenn.).
• Presenter, "Tax and Estate Planning in Divorce" Tax Watch (Mar. 1999, Memphis, Tenn.).
• Presenter, "Procedural Basics of a Simple Divorce" Memphis Bar Association (Feb. 1999, Memphis, Tenn.).
• Presenter, Trial Advocacy Course, "Cross Examination" University of Memphis School of Law (Oct. 1998, Memphis, Tenn.).
• Presenter, "Evidence and Calculation of Child Support for Self-Employed Obligors" Memphis Bar Association (Apr. 1998, Memphis, Tenn.).
• Presenter, Trial Advocacy Course, "Closing Statements" University of Memphis School of Law (Nov. 1997, Memphis, Tenn.).
• Presenter, Pre-trial Practice Course, "Planning for Appeal in Motion Practice" University of Memphis School of Law, (Apr. 1996, Memphis, Tenn.).

Selected Public Speaking

• Interviewee, “To Marry or Not: Changing Trends in America,' Fox 13 News, Ernie Freeman (Feb. 25, 2011, Memphis, Tenn.).
• Interviewee, "Divorce, Facebook, and Social Media," WREG-TV Live at 9, Marybeth Conley and Alex Coleman (Dec. 17, 2009, Memphis, Tenn.).
• Interviewee, After Economy Induced Détente, Divorces Rise Again, The Memphis Daily News, Rebekah Hearn (May 7, 2009, Memphis, Tenn.).
• Interviewee, Can Mary Winkler Get Her Kids Back? ABC News.com, Scott Michels (Sept. 12, 2007, New York, NY).
• Interviewee, Winkler's "Oprah Talk": Helpful or Hurtful? WREG News Channel 3, Dennis Turner (Sept. 11, 2007, Memphis, Tenn.).
• Interviewee, Matthew Winkler's Parents Try To Stop Mary's "Oprah" Appearance, Eye Witness News, ABC 24, Sarah Buduson (Sept. 10, 2007, Memphis, Tenn.).
• Interviewee, Ask the Attorney: Child Support, Fox 13 Good Morning Memphis, (April 25, 2007, Memphis, Tenn.).
• Interviewee, Prenuptial Agreements, Fox 13 Good Morning Memphis, Ernie Freeman (Feb. 14, 2007, Memphis, Tenn.).
• Interviewee, Surviving Stressful Family Situations around the Holidays, Fox 13 Good Morning Memphis, Ernie Freeman (Dec. 18, 2006, Memphis, Tenn.).
• Interviewee, Co-parenting Through the Holidays, WREG-TV Live at 9, Marybeth Conley and Alex Coleman (Dec. 14, 2006, Memphis, Tenn.).
• Interviewee, "Attorneys refer clients to divorce coaches for guidance on smooth ending to marriage" Memphis Business Journal, K. Denise Jennings (December 8, 2006).
• Interviewee, Domestic Violence Awareness Month, prevalence of the problem in Tennessee, and resources available to victims, WREG-TV Live at 9, Marybeth Conley and Alex Coleman (Oct. 2, 2006 , Memphis, Tenn.).
• Interviewee, Domestic violence awareness and resources available to victims in Memphis area, WRVR-FM , Mandy Morgan (Sept. 17, 2006 , Memphis, Tenn.).
• Quoted, "Divorce Coach: A New Profession Helps People Cut Through the End Zone of a Long-Term Relationship" Memphis Commercial Appeal, Alex Doniach (July 13, 2006 , Memphis, Tenn.).
• Interviewee, Discussed divorcing parents working together for the benefit of children, WREG-TV Live at 9, Marybeth Conley and Alex Coleman (May 8, 2006, Memphis, Tenn.).
• Guest Lecturer, Mediation strategy and Tennessee property division law, Jean Munroe Mediation Training, (Apr. 8, 2006 , Memphis, Tenn.).
• Guest Lecturer, Corporate and White Collar Crime, Forensic accounting and jurisdiction University of Memphis, (Mar. 27, 2006 , Memphis, Tenn.).
• Interviewee, Detecting cheating spouses, WREG-TV News Channel 3, Stephanie Scurlock (Nov. 2005, Memphis, Tenn.).
• Interviewee, Discussing living wills, Action News 5, WMC-TV, Ben Watson (Mar. 27, 2005 , Memphis, Tenn.).
• Interviewee, Discussing proposed covenant marriage law, Action News 5, WMC-TV, Ben Watson (Mar. 2005, Memphis, Tenn.).
• Panelist, with James Strickland, Discussing Catholic Church and priest controversy, Impact, ABC-24 and UPN 30, television news program, Mike Fleming, (Apr. 27, 2002, Memphis, Tenn.).
• Panelist, with Judge Karen R. Williams, Discussing new parenting plan law, Impact ABC-24 and UPN 30, television news program, Mike Fleming (Dec. 15, 2001, Memphis, Tenn.).
• Quoted, "The Long Arm of an Ex" Lawyers Weekly USA, Dianna Digges (Nov. 12, 2001).
• Interviewee, "Law Would Place Divorce Focus on Kids" Memphis Business Journal, Christy Watts Kelly (April 22, 1999).
• Interviewee, "Child Support Change Takes Travel Expense into Consideration" Memphis Business Journal, Christy Watts Kelly (April 22, 1999).
• Regular Guest and Commentator, Answering legal questions from the listening audience and various legal and political commentaries "Ask the Lawyers" WREC-600, Mike Fleming Radio Show (1996-2003, Memphis, Tenn.).
• Interviewee, Discussing child support collection, WREG Channel 3, News First television program (1995, Memphis, Tenn.).

Selected Publications

• Author, "Daubert Challenges Increase When Forensics Enter the Valuation Process" Business Valuation Update, published by the Business Valuation Resources, LLC (Vol. 16, No. 8, August 2010).
• Co-author with Sandy Klevan, CPA/ABV, "Follow the Money: The Lifestyle Analysis" 31 Family Advocate, 4 (Spring 2009). Family Advocate is published by American Bar Association Family Law Section and is distributed quarterly to its members nationwide.
• Author, "Engaging a Business Valuation Expert" The Family Law Review, published by the Georgia Bar Association Family Law Section (May 2006).
• Author, "Equally Shared Parenting Bill Withdrawn" Family Practice, TBA Family Law Section (May 2006).
• Author, Hot Tips, "The Search for Hidden Income" Family Advocate, American Bar Association Family Law Section (Vol. 26, No. 2, Fall 2003).
• Author, "Proposed Life Insurance Provision for Permanent Parenting Plans" Family Practice, TBA Family Law Section (May 2003).
• Author, "Calculation of Child Support for Self-employed Obligors" Family Practice, TBA Family Law Section (Dec. 2001).
• Author, "New Laws: Automatic Injunctions & Marital Property Definitions" Family Practice, TBA Family Law Section (June 2001).
• Author, "Client's Introduction to Tennessee's New Parenting Plan Law" Family Practice, TBA Family Law Section (Apr. 2001).
• State Reporter for Tennessee, American Bar Association Family Law Section, Family Law Quarterly, "Family Law in the Fifty States" (1998-99).
• Author, "Basic Tax Issues a Family Law Attorney Should Consider When Drafting a Marital Dissolution Agreement" 34 Tennessee Bar Journal, 36 (Nov./Dec. 1998).
• Co-author with James J. Webb, Jr., "Y2K Promises Network of Legal Snares" Memphis Business Journal (Sept. 3, 1998).
• Acknowledged in New Families, New Finances by Emily W. Card and Christie Watts Kelly, published nationally by John Wiley & Sons (1998).
• Acknowledged and quoted in The Single Parents Money Guide by Emily Card and Christie Watts Kelly, published nationally by Macmillan (1996).

Admissions

• Licensed to Practice Law in Tennessee and Arkansas
• U. S. District Court, Western District of Tennessee
• U.S. Sixth Circuit Court of Appeals

Education

• Cecil C. Humphreys School of Law, Memphis State University (J.D.), Recipient, Cecil C. Humphreys Fellowship, Memphis State University Law Review.
• University of Alabama, Tuscaloosa, Alabama (B.S., Accounting). Beta Alpha Psi, Accounting Honorary
• A.B.A. Family Law Trial Advocacy Institute, Houston, Texas (1995).
• Adjunct Professor, Business Law, Christian Brothers University, Memphis, Tenn. (1998-99).
• Forensic Accounting Academy, Consultants' Training Institute, National Association of Certified Valuation Analysts (NACVA), San Diego, Cal. (2008).
• Matrimonial Litigation Support Workshop, Consultants' Training Institute, National Association of Certified Valuation Analysts (NACVA), San Antonio, Texas (2008).

Personal & Community

• Along with wife Sharon, parent to three children.
• Christian Brothers High School Alumni Association, Board of Directors (President 2007-8; Member 2003 - current).
• St. Thomas More Catholic Lawyers Guild.
• Alabama Alumni Association, Memphis Chapter, Member.
• Blue Streak Scholarship Fund, Inc., Officer, Board of Directors (2004-2006)
• Marguerite Piazza St. Jude Gala, Board Committee (2003-06).
• The National Conference for Community and Justice, Regional Board of Directors (1996-2005) and Vice-Chair (2003-05).
• Partners Program, Memphis Bar Association Family Law Section, Taught classes at local high schools about marriage and family law (1996-97, 2002).
• Op-Act, Inc., Board of Directors and Vice President, United Way agency providing special day-care needs for at-risk school-age children in north Memphis area (1994-97).