Divorce Financial Planning

Why do you need a Certified Divorce Financial Analyst (CDFA™)

We are qualified to provide financial information and assistance to people going through a divorce. Divorce Financial Planning  can help determine both the short-term and long-term financial impact of a proposed divorce settlement and help devise alternative settlement proposals. By examining and analyzing the financial issues of a divorce, we provide our clients and their lawyers with data to help strengthen their case. By adding David Kobylar, CPA, Certified Divorce Financial Analyst® (CDFA™, ), your team will include someone who is skilled in analyzing and providing expertise related to the tax and financial issues of divorce.

David Koblar CPA CDFA

We have the only professional who possess both the CPA and CDFA credentials in the Capital Region

Advantages to using a Certified Divorce Financial Analyst

The use of a CDFA™ may even decrease the total cost of your divorce by reducing the amount of time and expense of different proposed legal settlements going between attorneys. A CDFA™ is responsible for:

• Identifying the short-term and long-term effects of dividing property.
• Integrating tax issues.
• Analyzing pension and retirement plan issues.
• Determining if the client can afford the matrimonial home – and if not, what might be an affordable alternative.
• Evaluating the client’s insurance needs.
• Establishing assumptions for projecting inflation and rates of return.
• Bringing an innovative and creative approach to settling cases.

When dividing marital assets, not all assets are treated equal. Which “half” you receive can have very different after-tax effects; do you know which “half” is better?

Why is a CDFA important to you?

Who better to carry out a divorce financial plan than someone who is both a CPA and a CDFA™?  You get two experts for the price of one. The unique combination of these two disciplines offers a specialized knowledge that can be leveraged into the most  advantageous divorce settlement. Access to a qualified CPA provides you with:

  • Preparation of tax returns and tax planning
  • An intrinsic knowledge of the tax code
  • Knowledge of various accounting systems
  • Financial statement preparation
  • Strong financial statement analytical skills
  • Ability to compare company books and records to tax returns filed with the government
  • An understanding of fraud and detection procedures including the uncovering of unreported income, embellished expenses, understated assets or overstated liabilities

Contact a specialist in Divorce Financial Planning in New York for help.

Visit our Saratoga Divorce Support Group

Hedley & Co., PLLC.
1593 Route 9
Clifton Park, NY 12065
Phone: +1 (518) 348-2079
Fax: (518) 348-1264
Email: Click Here

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