What To Look For When One Spouse is a Business Owner

2 (3 votes)

Recorded On: 09/16/2021


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Reading financial statements and a tax return can be overwhelming, especially if it involves a self-employed person.  Where do I start, and what should I look for?  This program will explore what data flows from business reports to the 1040, what to look for during data gathering, potential red flags, and what follow-up questions you should be asking.  Our goal is to provide you the information you can implement immediately in your practice.

This session has been approved for one hour of CDFA and CFP Board Continuing Education credit. 

Ben Feldmeyer

CFP, CDFA, CLTC

As President of Feldmeyer Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Ben has spent his career helping families have confidence in the financial decisions they make.  After finishing his BSBA in Finance from The Ohio State University, Ben went on to receive his Master’s Degree from Central Michigan University.  He has been a part of the Ameriprise Circle of Success every year from 1997 to date, including becoming an Ameriprise Diamond Ring Inductee in 2007 and was inducted into the Ameriprise Hall of Fame in 2021.  Ben is also on the IDFA National Board of Advisors and has been doing divorce financial planning work for the last 8 years.

Alyssa Feldmeyer Miller

CDFA®, CDC

From a young age Alyssa has had a passion for finance, starting work at the family practice, Feldmeyer Financial Group, at the age of 15.  After finishing both a BSBA in International Business and a BA in Spanish Language from The Ohio State University, Alyssa decided to break away from the family practice and venture into the corporate world.  Years later, after starting a family of her own, Alyssa decided to rejoin the family practice.  Since 2018, she has been exclusively handling all divorce cases for the practice, and in 2020 she spearheaded the creation of Ben and Alyssa’s divorce consulting company, Alternative Divorce Solutions, to separate the financial planning practice and the divorce consulting work.

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Recording: What To Look For When One Spouse is a Business Owner
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CE Credit
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available