PROFESSIONAL EDUCATION

~   FDA – Divorce Financial Specialist

~    IAP - Divorce Coach

  ~   Divorce and Family Mediation Fairleigh Dickinson University

~   Paralegal Studies  Fairleigh Dickinson University
Lambda Epsilon Chi National Honor Society Honors Certificate GPA 3.9

~   Self-Study/Preparation – NJ & FL – Life & Health Insurance Licenses

~   Self-Study NASD Series 6 Mutual Fund Registered Representative

~   Self-Study/Preparation – US Treasury Enrolled Agent Tax License

~   B.S. Cum Laude Fairleigh Dickinson University, Teaneck, NJ
Phi Omega Epsilon Honor Society

 

 

 

PROFESSIONAL LICENSES AND CERTIFICATES

~   Enrolled Agent – Federally licensed tax practitioner –1991 - present

~   US Treasury licensed represent clients in Federal Tax Court-1991- present

~   Series 6 Mutual Fund Broker-December 1999-2006

~   Title Abstractor Certificate – Deed and Mortgage Research 2005

~   NJ & FL Life Insurance Producer June 2000-2006

~   NJ & FL Health Insurance Producer-June 2000-2006

~   ABA Paralegal Studies Program Fairleigh Dickinson University 2010

~   Divorce & Family Mediation - NJ Assoc. Professional Mediators 2012

~    Divorce Coach - IAP - 2023 - present

 

 

 

 

LEGAL CONTINUING EDUCATION

NJ Institute for Continuing Legal Education - Sponsor NJ Bar Association

~   NJICLE Avoiding Will Writing Mistakes

~   NJICLE Family Law Summer Institute

~   NJICLE Collect that $$$ for Your Clients

~   NJICLE May It Please (The Family) Court

~   Lawline CLE Mortgage Foreclosure Defense

~   NJICLE Recent Developments-Family Law

~   NJAPM 40 Hour Divorce Mediation Training                                                    

~   NJICLE Family Law Symposium

~   NJAFCC Domestic Violence Conference

~   NJICLE Family Law 101

~   NJICLE Hot Tips in Family Law                                                                        

~   NJICLE Family Law 102

 

 

 

 

 

 

 

 

 

DIVORCE FINANCIAL EXPERIENCE

~    Analysis of documents: financial affidavits, income tax returns, Interrogatories/Answers & Depositions.

~    Evaluations established lifestyles, physical custody and time sharing status quo, adversary’s financial discrepancies, and support utilizing the state child support guidelines.

~    Coordination and implementation of Divorce Mediation and negotiations resulting in comprehensive settlement agreements.

~    Extensive motion practice experience assisting clients with Certifications and Exhibits, with associated pleadings, filed by attorneys.

~    Child Support Collection, including Writs of Execution and Motions to Turn Over Funds

 

 

FAMILY LAW PARALEGAL EXPERIENCE

~    Preparation and filing/service of Divorce documents:
~    Complaints, Case Information Statements,
~     Discovery - Interrogatories & Document Demands with Replies,
~    Early Settlement Panel submissions,
~    Position Statements, Economic
~    Mediation submissions,
~    Custody Mediation submissions,
~    Marital Settlement Agreements and
~    Pendente Lite & Post Judgment Motion Practice.

 

 

 

 

 

 

 

 

 

 

 

 

TAX & FINANCIAL CONTINUING EDUCATION

~   Divorce and Taxes: Common Issues

~   Estate Planning

~   American Taxpayer Relief Act

~   Annual Income Tax Update

~   Education Tax Benefits

~   Health Care Savings Plans

~   Earned Income Tax Credit

~   Protecting Americans From Tax Hike Act (PATH)

~   Charitable Contributions

~   IRS Circular 230

~   Federal Income Tax Changes

~   Ethical Responsibilities for Enrolled Agents

~   Home Office Deduction Issues

~   Business Expenses and Schedule C

~   Taxation of Life Insurance and Annuities

~   Estates Enforcing Your Wishes at Death

~   Investment, Retirement and Benefit Income

~   Introduction to Pensions and Annuities

~   Affordable Care Act