PROFESSIONAL LICENSES AND CERTIFICATES
 

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

~   Licensed by US Treasury to represent clients in Federal Tax Court-January 1991- present

~   Series 6 Mutual Fund Broker-December 1999-2006

~   Title Abstractor Certificate – Deed and Mortgage Research 2003 - present

~   NJ & FL Life Insurance Producer June 2000-2006

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

~   ABA Accredited Paralegal Studies Program Fairleigh Dickinson University

~   Divorce & Family Mediation - NJ Association of Professional Mediators

 

 

 

 

PROFESSIONAL EDUCATION

~   FDA – Divorce Financial Specialist  

~   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/Preparation 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

 

 

 

 

 

 

TAX & FINANCIAL CONTINUING EDUCATION

~   Estate Planning                                                                                                ~   American Taxpayer Relief Act 

~   2016 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

~   2015 Income Tax Update                                                                                  ~   Business Expenses and Schedule C

~   Divorce and Taxes: Common Issues                                                                 ~   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

 

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

 

 

FAMILY LAW EXPERIENCE

Preparation and filing/service of Divorce documents:

Complaints, Case Information Statements,

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.

 

 

 

Analysis of documents: Case Information Statements, Income tax returns, Answers to Interrogatories and 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