The High Net Worth Divorce Playbook: Finding Hidden Assets During Divorce

Journey Beyond Divorce Podcast

Το περιεχόμενο παρέχεται από το Big Pond Podcasts and Karen McMahon. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Big Pond Podcasts and Karen McMahon ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

1+ y ago 54:54

MP3•Αρχική οθόνη επεισοδίου

In the complex world of High Net Worth Divorce there is often a need for a forensic accountant who helps to find hidden assets OR missing money, which is considered divorce fraud.

Today’s episode focuses on the red flags that can help you ascertain whether or not you need a forensic accountant, what the process looks like should you hire one, how to choose the right forensic accountant and the role you will play in the process.

Peggy Tracy, CFP ®, owner of Priority Planning LLC (Priorityplanning.biz), is a Certified Divorce Financial Analyst and Certified Fraud Examiner. Tracy’s practice specializes in income tax preparation and consulting with divorce attorneys on tax-related and business matters, including post-divorce true-ups. She is a member of the National Association of Tax Professionals (NATP) and the Association of Certified Fraud Examiners (ACFE). She is on the Board of Directors of the Institute for Divorce Financial Analysts. She recently spoke in Tucson, Arizona at the Financial Planning Association chapter in January 2020.

American Institute of certified public accountants website:

https://www.aicpa.org/

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For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com

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