Attorney - CDFA Relationships: Case Studies on Teamwork

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We will go through four case studies based on real cases and discuss the successes, failures, frustrations, and outcomes.  The focal point for each will be how the CDFA recognizes issues that may be in the attorney’s blind spot.  Significant emphasis will be placed on issues pertaining to current taxes, future taxes, and future cash flows based on the proposed property settlement. We will also discuss areas where we might obstruct efficient settlement.

Approved for one (1) hour of CDFA Continuing Education Credit

Mark L. Prendergast

CPA, CFP®, CDFA®

Mark Prendergast is the Director of Tax Strategies at Inspired Financial, a comprehensive financial planning firm in Huntington Beach, California, where he heads up the divorce consulting department. He is a practicing CDFA®, CPA, and CFP® and has given numerous continuing education presentations for a variety of organizations, including the Institute for Divorce Financial Analysts (IDFA), the Financial Planning Association (FPA), California Society of CPAs, Wealth Counsel, and the National Association of Personal Financial Advisors (NAPFA).  

He started his career with the international accounting firms Ernst & Young (then Ernst & Whinney) and Price Waterhouse having attained the position of tax manager.  He is married to Evelyn Zohlen, the 2019 president of the Financial Planning Association, who is also the founder of Inspired Financial.

Janet Dockstader

JD, CFLS

Janet Dockstader is a graduated from UC Santa Barbara, finished her education at Loyola Law School (Los Angeles), and is the founding partner of Dockstader Orliczky in Seal Beach, California.  She is certified by the California State Bar as a Certified Specialist in family law.  

Janet has been named a Super Lawyer each year since 2016 and holds the highest peer rating possible of AV Preeminet from MartindalHubbel and has an Avvo “Superb” rating.  She has received many local and regional recognitions such as America’s Most Influential Women (Sky Radio), Los Angeles Women Leaders in Law (LA Times), and Best of Long Beach for family law attorneys.  She is an active member of Ball Hunt Inns of Court, an organization that includes prominent attorneys and judges. 

Janet has strong litigation skills and is trained in mediation which she uses to negotiate settlements to help clients avoid litigation altogether.  She has provided divorce-specific continuing education for the Financial Planning Association and the California Society of CPAs.

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Attorney- CDFA Relationships: Case Studies on Teamwork
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Select the "View On-Demand Recording" button to begin. We will go through four case studies based on real cases and discuss the successes, failures, frustrations, and outcomes. The focal point for each will be how the CDFA recognizes issues that may be in the attorney’s blind spot. Significant emphasis will be placed on issues pertaining to current taxes, future taxes, and future cash flows based on the proposed property settlement. We will also discuss areas where we might obstruct efficient settlement.
Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available