Areas of Practice

  • Employment Disputes (Civil Collaborative)
  • Family Business Disputes (Civil Collaborative)
  • Probate (Civil Collaborative)
  • Shareholder/Partner Disputes (Civil Collaborative)
  • Wills and Trusts (Civil Collaborative)
  • Business/License Valuations
  • Professional License and Degree Valuations
  • Divorce Taxation
  • Divorce Financial Analysis
  • Divorce Financial Planning
  • Divorce Budgeting
  • Profession

    Financial Professional

    Academic and Professional Credentials

    SUNY -Albany, B.S. Accounting, 1986

    Bernard M. Baruch College, MBA-Tax, 1992

    40+ hours of Continuing Professional Education per year as a licensed Certified Public Accountant, plus continuing education in collaborative practice, and matrimonial law and finance.


    College Attended:
    State University of New York at Albany, B.S. - Accounting


    Graduate School:
    Bernard M. Baruch College, MBA - Taxation


    Languages:
    English

    About my Practice

    I am a CPA dedicated to resolving disputes and conflicts out of court. I practice as a neutral financial professional in matrimonial and civil (closely held business, probate and employment) matters, focusing in the areas of business valuation, budgeting, personal finance, tax advisory services, and forensic accounting.

    Conflicts and disputes are difficult and emotional, but their resolution can be successful, respectful, and private if done using a process geared towards understanding, listening, exchanging, and exploring ideas. My work as a collaborative neutral financial professional, which emphasizes education and problem solving, allows me to elicit success for my clients and personal satisfaction for me.

    My background and experience, including an MBA and prior Series 7 and life insurance licensure, provides me with the tools to successfully assist with the resolution of a wide variety of matrimonial and civil conflicts, including assistance with valuation, budgeting, equitable distribution, support, taxation, economic damage, and financial planning concerns. I also provide business appraisal services for estate, gift and other tax purposes, as well as for business succession planning.

    Professional Organizations

    New York Association of Collaborative Professionals (NYACP), International Association of Collaborative Professionals (IACP), Hudson Valley Collaborative Divorce and Dispute Resolution Association (HVCDDRA), American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA), National Conference of CPA Practitioners (NCCPAP).

    Professional Trainings

    IACP Forums - 2011/10/08/07;2012/2011 - Facilitator for NYACP Support Groups for Collaborative Practice; 5/12 Why Did You Do That Advanced Team Functioning; 2011 How to Prepare the Client for the Negotiating Table; 12/10 - Second Hand Trauma

    Professional Licenses

    CPA, Accredited in Business Valuation (ABV) - American Institute of Public Accountants; Prior holder of NYS Life, Health and Disability insurance agent license; Prior holder of NASD Series 7

    Office Locations

    Location 1 ) 230 Park Avenue New York New York 10169
    Location 2 ) 333 Westchester Avenue Suite S302 White Plains New York 10604