With unique experience in taxation, forensics & divorce financial planning, we assist divorcing clients, attorneys & mediators seek equitable financial settlement options in complex divorce cases.
As a Certified Divorce Financial Analyst, CDFA®, I have specialized training in the art of divorce financial planning. I create defensible expert financial analysis of divorce settlement options, QDRO & Pension valuations & lifestyle analysis. As an Enrolled Agent, I have unlimited rights to represent taxpayers before the IRS. Through our tax preparation & planning company – Davis Tax & Associates – we host a network of CPAs & EAs to support our client’s tax needs.
A financial planner for the last 13 years, I provide fiduciary standard advisory services & asset management through world-class custodians such as Fidelity, Schwab & TD Ameritrade.
Licenses and Certifications: