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Category: Divorce

July 27, 2018

CBM Professionals Complete CPTI Training in Mediation and Collaborative Divorce

July 27, 2018 (Bethesda, MD & Washington, DC) – Wendy Moyers, CFP®, CDFA®, and Jordan Egert CPA, CFE, CDFA®, respectively senior financial advisor and litigation support manager at Councilor, Buchanan & Mitchell P.C. (CBM), completed mediation and collaborative training hosted by the Collaborative Practice Training Institute (CPTI), to refine their advocacy skills and enhance their ability to help clients involved in the collaborative practice. CPTI provides collaborative training to people of various occupations-from accountants, to lawyers and mental health professionals-who… Read more ›

June 12, 2018

You’re Getting Divorced – Are Your Assets Accounted For?

Two unions are formed when becoming wed: 1. Personal 2. Financial Over my years in the forensic accounting field I have, unfortunately, witnessed many divorce proceedings primarily focus on the personal union with mere basic attention to the financial union (i.e. filing a financial affidavit, assets and liability schedules, and compute alimony and child support guidelines). This can cause insurmountable determents to the parties involved! The financial union of individuals must be looked at as a business. Are all the… Read more ›

June 8, 2018

How Much House is Really Yours? Non‐Marital and Marital Home Equity in Divorce

Concerns over equity have historically been discussed in divorce proceedings ‐ but often from a high‐level view with reliance on loosely assembled information. While practical in decades past, I am witnessing a shift and demand for tighter, supplemental micro‐level analysis as home values and equity continue to sharply rise. Determining equity claims was once easy; twenty percent down, eighty percent financing and a house was paid off in thirty years. Armed with an original HUD closing statement, professionals could sort… Read more ›

June 6, 2018

Your Best Financial Resource in Divorce – The Forensic Expert Behind the Scenes

Your team is in the courtroom. The judge asks how your values and assumptions were determined. Your team responds with a loose explanation, little back up support, and notes your information came solely from your client’s testimony. The judge asks the same question to opposing council. “We relied on certified financial experts. Please see reports ABC, line items DEF, and exhibit XYZ. Information has been obtained and validated from third party sources and noted on the supplied index. The expert’s… Read more ›

April 24, 2018

CBM to Present on the Role of a Financial Neutral in Family and Civil Collaborative Cases

Jane Ochsman Rowny, principal at CBM, will present to the Bar Association of Montgomery County’s Collaborative Law section on April 24, 2018 from 12 noon to 1 pm. The topic, the role of a financial neutral in family and civil collaborative cases, reflects’ CBM’s expertise in this area. CBM partners with attorneys, social workers, counselors and other industry professionals to facilitate the separation of couples while managing the legal, financial and emotional components of the dissolution of their marriage outside… Read more ›