CPA, CVA, CDFA
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Education
University of Nebraska at Omaha - Bachelor of Science in Business Administration
Degree Conferral Magna Cum Laude
Certifications
Certified Public Accountant
Certified Valuation Analyst
Certified Divorce Financial Analyst
Practice Specialties
Divorce Financial Planning and Tax
Planning
Identification & Analysis of Income Available for Support
Business Valuations
Retirement Analysis
Membership & Honors
Board Member of the Collaborative Family Law Group of San Diego (CFLG)
Member of the International Academy of Collaborative Professionals
Former Board Member of the San Diego Forensic Consultants Association (FCA) for 2002 & 2003
Member of the Collaborative Family Law Group of San Diego
Member of the Forensic Expert Witness Association
Member of the National Association of Certified Valuation Analysts
Member of the California CPA Society
Member of the California Society of Tax Consultants
Member of the Institute for Divorce Financial Analysts
Relevant Experience
With almost 20 years of experience as a CPA, combined with my qualifications to perform business valuations (CVA) and to analyze your Divorce Choice$, I am uniquely qualified to assist you in most financial areas involving divorce, including analysis of the tax consequences.
My experience encompasses valuing the community business, verifying community assets and debts, identifying and analyzing income available for support, analyzing lifestyles, tracing assets and income.
Once the financial facts are established, we will look at possible solutions to address your joint, and individual needs in conjunction with the family finances keeping in mind a picture of what you want life to look like post-divorce. This can be a difficult process, but if everyone keeps a picture of what they want “life after divorce” to look like, then the parties tend to be more flexible with short-term needs to achieve the longer-term goals.
Whenever possible, we will utilize the tax laws to minimize the tax consequences and to try to keep more monies with the family. There’s no perfect end to a marriage; but with careful planning, life after divorce can still be prosperous.
