Advanced Case Studies in Divorce Taxation - Annual Conference

ADFP Presents 2012 Installment of Advanced Case Studies in Divorce Taxation

I’m pleased to share that, due to popular demand, we are offering an updated Advanced Case Studies in Divorce Taxation course at the 2012 ADFP Conference, being held September 21-22 at the Doral Arrowwood Resort in New York.  As a follow-up to last year’s celebrated workshop, 2012 conference attendees will learn practical application in divorce taxation with real-world case scenarios presented by renowned divorce finance expert William Donaldson, CFP®, EA, CDFA™.

Presented on Saturday, September 22, the 2012 installment of Advanced Case Studies in Divorce Taxation will give you the opportunity to dissect complicated tax scenarios and analyze diverse approaches to actual divorce cases with fellow practitioners.  Mr. Donaldson will apply his extensive knowledge of exceptions to the rule, leading discussion of cases designed to help you avoid potential mistakes and increase your value proposition.  You’ll learn to identify tax traps in real estate transactions, pension/investment division, and alimony/child support structure, as well as develop strategies to avoid them.

This workshop alone makes the 2012 ADFP conference a must-attend event, as it offers unparalleled opportunity to distinguish yourself as an invaluable divorce taxation resource.  On the heels of last year’s extremely well-received presentation, Mr. Donaldson will share new, challenging cases in a hands-on, practical format to maximize retention.

Other 2012 conference highlights include presentations by leading divorce experts on lifestyle analysis and valuation, presenting analytical findings to clients, complications of same sex divorce, trends in alimony and the role of the financial expert in divorce cases.  Our pre-conference ADPF University on September 20 features additional course offerings covering tax returns, bankruptcy, estate planning, building and growing a divorce planning practice and more.

Discounted conference rates are still available for ADFP members, and both ADFP members and non-members are encouraged to attend.  For a complete agenda and registration information, visit the ADFP website at www.divorceandfinance.org.

Our 10^th annual conference promises to be the most exciting yet.  You can’t afford to miss it!  We look forward to seeing you there.

-- ADFP president Lili Vasileff

For more information and to register for the 10th Annual Conference of the Association of Divorce Financial Planners, go to www.divorceandfinance.org or call the ADFP office

Outstanding Conference September 21-22 at Doral Arrowwood Resort

Same Sex Divorce and Alimony Present Unique Challenges for Divorce Practitioners

Evolving legislation continues to present a challenging landscape for divorce financial planners.  Don’t miss the opportunity to sharpen your competitive edge at our 2012 ADFP Conference with focus presentations on Same Sex Marriage and Divorce as well as Trends in Alimony.  Our 10th annual conference, being held September 21-22 at the Doral Arrowwood Resort in Rye Brook, New York, will take an in-depth look at these two areas of increasing interest.

As individual states begin to legalize same sex marriage, divorce professionals are preparing for an inevitable rise in same sex divorce.  On Friday, September 21, Greg Matalon, Esq. and Robert Barnett, Esq., partners with Capell Barnett Matalon & Schoenfeld, and Lee Rosenberg, Esq., partner with Saltzman, Chetkof & Rosenberg, will provide perspectives on new waves of legislation related to Same Sex Marriage and Divorce.  With governance of marriage and divorce being largely state-specific, our esteemed speakers will address key questions of recognition and portability.  Also critical is the issue of conflict with federal law, which defines marriage as a union between one man and one woman.  Challenges related to spousal living, survivorship rights and benefits, including COBRA, ERISA and social security, as applied to same-sex couples make divorce planning for this demographic much more difficult than for traditional spouses.  If you intend to engage with this client demographic, you can’t afford to miss this specialized training in order to stay at the forefront of the issue and anticipate prospective changes on the horizon.

In addition, our 2012 conference offers a specialized course on Trends in Alimony by Nancy D. Kellman, Esq., one of the premier U.S. attorneys devoted exclusively to matrimonial and family law.  Alimony remains an elusive, moving target for divorce practitioners who understand that a one-size-fits-all model is flawed—and can result in financial disaster for many families.  On Saturday, September 22, Ms. Kellman will share decades of expertise on various approaches to calculating alimony, historical precedent versus current trends and much more on this important topic that affects all parties in a divorce, including financial planners, attorneys, judges and clients.

The 10th annual 2012 ADFP Conference, being held September 21-22, 2012, will cover topics including lifestyle analysis and valuation, presenting software analysis to clients, divorce taxation and much more.  In addition, you may also register for the pre-conference ADPF University on September 20, 2012, which offers courses on tax returns, bankruptcy, building and growing a divorce planning practice, estate planning, family law software and more.

Momentum is building for this exceptional event….I hope to see you there!

-- ADFP president Lili Vasileff

For more information and to register for the 10th Annual Conference of the Association of Divorce Financial Planners, go to www.divorceandfinance.org or call the ADFP office at 888-838-7773.

Momentum is building .........ADFP Conference 2012

http://www.divorceandfinance.org/Conference2012

Same Sex Divorce and Alimony Present Unique Challenges for Divorce Practitioners

Evolving legislation continues to present a challenging landscape for divorce financial planners.  Don’t miss the opportunity to sharpen your competitive edge at our 2012 ADFP Conference with focus presentations on Same Sex Marriage and Divorce as well as Trends in Alimony.  Our 10th annual conference, being held September 21-22 at the Doral Arrowwood Resort in Rye Brook, New York, will take an in-depth look at these two areas of increasing interest.

As individual states begin to legalize same sex marriage, divorce professionals are preparing for an inevitable rise in same sex divorce.  On Friday, September 21, Greg Matalon, Esq. and Robert Barnett, Esq., partners with Capell Barnett Matalon & Schoenfeld, and Lee Rosenberg, Esq., partner with Saltzman, Chetkof & Rosenberg, will provide perspectives on new waves of legislation related to Same Sex Marriage and Divorce.  With governance of marriage and divorce being largely state-specific, our esteemed speakers will address key questions of recognition and portability.  Also critical is the issue of conflict with federal law, which defines marriage as a union between one man and one woman.  Challenges related to spousal living, survivorship rights and benefits, including COBRA, ERISA and social security, as applied to same-sex couples make divorce planning for this demographic much more difficult than for traditional spouses.  If you intend to engage with this client demographic, you can’t afford to miss this specialized training in order to stay at the forefront of the issue and anticipate prospective changes on the horizon.

In addition, our 2012 conference offers a specialized course on Trends in Alimony by Nancy D. Kellman, Esq., one of the premier U.S. attorneys devoted exclusively to matrimonial and family law.  Alimony remains an elusive, moving target for divorce practitioners who understand that a one-size-fits-all model is flawed—and can result in financial disaster for many families.  On Saturday, September 22, Ms. Kellman will share decades of expertise on various approaches to calculating alimony, historical precedent versus current trends and much more on this important topic that affects all parties in a divorce, including financial planners, attorneys, judges and clients.

The 10th annual 2012 ADFP Conference, being held September 21-22, 2012, will cover topics including lifestyle analysis and valuation, presenting software analysis to clients, divorce taxation and much more.  In addition, you may also register for the pre-conference ADPF University on September 20, 2012, which offers courses on tax returns, bankruptcy, building and growing a divorce planning practice, estate planning, family law software and more.

Momentum is building for this exceptional event….I hope to see you there!

-- ADFP president Lili Vasileff

For more information and to register for the 10th Annual Conference of the Association of Divorce Financial Planners, go to www.divorceandfinance.org or call the ADFP office at 888-838-7773.

ADFP University Extensive Agenda Sept 2012

ADFP Unveils University Agenda for 2012 Annual Conference

ADFP is pleased to share our extensive agenda for our 2012 University Day, being held on Thursday, September 20, 2012.  The University program is offered in conjunction with the annual ADFP Conference, which will be held September 21-22 at the prestigious Doral Arrowwood Resort in Rye Brook, New York.

The robust line-up of courses offers both seasoned divorce professionals as well as those new to the industry abundant opportunity to increase the value you bring to your clients.  The full-day immersion offers exceptional content in a format designed to be tailored to your individual needs in this specialty field.

Attendees will select up to five of ten course offerings, allowing you to customize the experience to unlock the fullest potential of your individual practice.  Most courses provide Continuing Education (CE) credits. 

ADFP President Lili A. Vasileff, CFP®, CDFA™, a nationally recognized expert in divorce financial planning as well as author, writer and frequent speaker on the topic, will address issues specific to rapidly growing “Gray Divorce,” or divorce among the age 50+ demographic.

Dan Caine, JD, MBA, will lead a Family Law Software Workshop to showcase his cutting-edge divorce financial analysis software product that has revolutionized the way divorce practitioners work with their clients.

Nationally recognized divorce financial practitioner Rosemary Frank, CDFA™, will share strategic and tactical approaches to Building and Growing Your Divorce Financial Practice.  Whether just starting out or seeking to move to the next level, there will be business development ideas for everyone.

In addition, leading divorce experts will cover topics such as Long-Term Care and Divorce and Estate Planning and Divorce.  Critical Divorce Strategies for Families with Special Needs—addressing complications and financial impacts of divorce in families touched by personal disabilities—will be presented by Mary Ann Ehlert, CFP®, President and Founder of Protected Tomorrows.

Further course offerings include Bankruptcy and Divorce, Anatomy of a Tax Return, Retirement Plans and Divorce and an additional session on use of Qualified Domestic Relations Orders (QDROs), which direct distribution of retirement funds to former spouses.

In addition to the pre-conference University, you may also register for the full 2012 ADFP Conference on September 21-22.  Our 10th annual two-day conference combines the most comprehensive divorce financial planning education and networking with the exquisite Doral Arrowwood Resort experience.  Conference highlights include contemporary thought leaders covering topics including lifestyle analysis and valuation, same sex divorce, presenting software analysis to clients, divorce taxation and much more.

Discounted conference rates are available for ADFP members.  Both ADFP members and non-members are encouraged to attend.  For a complete agenda and registration information, visit the ADFP website at www.divorceandfinance.org.

We look forward to seeing you there!

-- ADFP president Lili Vasileff

For more information and to register for the 10th Annual Conference of the Association of Divorce Financial Planners, go to www.divorceandfinance.org or call the ADFP office at 888-838-7773.

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