Certified Divorce Financial Analyst (CDFA)
CDFA helps couples and their attorneys achieve equitable divorce settlements using knowledge of tax law, asset distribution, and short-and long-term financial planning. Our analysts can provide in-depth financial analysis and advice to attorneys and couples relating to the divorce.
THE VALUE OF WORKING WITH A CERTIFIED DIVORCE FINANCIAL ANALYST
Financial planners help you achieve your short- and long-term financial goals regardless of whether you’re happily married or divorcing.
Accountants examine present-day or short-term projections to focus on tax implications of dividing property or perform audits or forensic accounting.
CDFA’s blend these two disciplines together to best meet the needs of the divorcing client. The role of the CDFA is to help both the client and the lawyer understand how the financial decisions made today will impact the client’s financial future, based on certain assumptions.
Issues we may cover as your CDFA :
- Transfers of Property
- Retirement Plans
- Spousal and Child Support
- Social Security
- Basis and carryforward rules
- Tax Issues
- Innocent spouse rules
- COBRA
FOR MORE INFORMATION ABOUT RIVER’S EDGE WEALTH PARTNERS SEND US A QUICK EMAIL OR CALL OUR OFFICE. WE WELCOME THE OPPORTUNITY TO SPEAK WITH YOU.
info@RiversEdgeWealth.com | (732) 978-4975