IDFA Online Learning
Effective Use of Family Law Software
Recorded On: 09/15/2022
Family Law Software is an indispensable tool in the CDFA toolbox. It is the only financial planning software created expressly for financial planning in the context of a divorce. Using Family Law Software, you can create detailed after-tax cash flow projections, to help the parties plan their financial future, and you can help the parties divide the assets on a pre-tax and after-tax basis. This session will present a quick overview for new CDFAs, followed by tips and new features for experienced users. We will also take a look at the new file handling capabilities of the Cloud edition.
Approved for one (1) hour of CDFA Continuing Education Credit
Daniel Caine
Founder, Family Law Software
Centerbase Software
Daniel Caine manages the Family Law Software engineering team at Centerbase Software. Centerbase acquired Family Law Software in 2021.
Family Law Software is the nationwide leader in financial software for divorce professionals, including lawyers, financial planners, mediators and accountants.
Prior to co-founding Family Law Software, Dan founded the company that created and developed the TaxCut income tax software. In 1993, Dan’s company was acquired by H&R Block, and since then this software has been H&R Block’s desktop consumer tax software.
Dan graduated from Harvard Law School (JD 1982), from Harvard Business School (MBA 1982), and from Yale University, with a B.A. in Economics (1978). The Association for Divorce Financial Planners awarded Dan its “Pioneer” award for contributions in the field of Divorce Financial Planning in 2011.
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