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The Role of the CDFA® in the Collaborative Law ProcessRecorded On: 10/16/2018
With over a dozen successful cases as a Financial Neutral, Diane Pappas offers her best practices, from how to get involved with a collaborative group to what to do as a neutral and more importantly, what not to do.
Selling Points: 5 Ways to Create More Business from Your Website
Let’s cut to the quick: If your clients can’t easily find you online, then they are probably choosing someone else. For example, if Susan is googling “CDFA (your city)” and your site doesn’t “pop up” on the first page of the search, she will choose a business that is not yours. The good news is that it is not time-consuming or expensive to obtain great results for your business from your website. It simply takes a good foundation and making regular small professional content updates.
Alimony Then and Now: Adjusting to the Tax Changes for 2019
Any divorce or separation instrument executed after December 31, 2018 will be treated very differently from a tax perspective than it would have been if it were finalized on or before that date. The main difference is that alimony will no longer be tax deductible to the payor and will no longer be included as income for the person receiving the payments. This change will make after-divorce cash flow planning even more important.
Women in Transition: Finding Meaning After Divorce
In this article, we’ll review some of the more common ways divorce transition assistance is done in the CDFA world—the money side of the equation—but also on the human side. We’ll discuss how we can add value by focusing on helping our clients find meaning in their lives; a sense of purpose that will drive them forward, supported by the financial foundations we have helped them lay.
Quick-Start Guide to Divorce Financial Analysis: Canadian Edition
We’ve curated the most useful, practical resources in the divorce financial analysis industry to help professionals in their practice. From specific forms used in divorce proceedings, to a detailed list of networking groups, our Quick-Start Guide has it all.
A Look at the Niche: CDFA State of the Profession: 2018
Review and download the results from the annual CDFA State of the Profession Survey.
Strategy for Converting a CDFA® Prospect to a CDFA® ClientRecorded On: 08/21/2018
If you are a newer CDFA and looking for a solid process to help you develop your divorce niche, this webinar discusses ideas and strategies designed to streamline your initial contact with a prospective client to spur them into taking action. Some of the items covered will include: handling the initial conversation; screening questions; process for your first meeting; and follow-up procedures.
The Current State of the Law for Spousal SupportRecorded On: 08/14/2018
Steven Benmor, certified Family Law Specialist, provides an explanation of the law of spousal support: who pays who, for how long and how much. Steven conveys the legal analysis that examines factors such as the length of the spouses’ cohabitation and marriage, their standard of living during their cohabitation, the spouses’ ages, incomes, income potential, needs and budget, education, health and employment capacity, barriers to economic self-sufficiency, retirement or loss of employment, remarriage and income tax considerations. Steven also dispels the myths regarding spousal support and provides financial professionals with the tools and knowledge to ask the right questions and propose a variety of solutions to manage spousal support after divorce.
Common Mistakes To Avoid When Preparing Financial Statements
Most family law cases involve at least one financial issue that needs to be resolved. This requires that both parties prepare a Financial Statement and produce financial disclosure. Often, this is the first time that a client will take a hard look at his or her finances and gather all of the relevant information about their financial situation in one place. For many, this is an overwhelming endeavor. In an effort to simplify the process, clients will try to cut corners wherever possible, and inadvertently leave out important information.
Mediating Divorce Financial Misbehaviour
A client’s financial behaviours, experiences, and preconceived beliefs about money can have a large impact on the service that you provide. It is important to not only understand the behaviours of divorcing clients but to also manage these behaviours to help them arrive at an equitable settlement.