Why Work with a Certified Divorce Financial Analyst (CDFA®)?

Jon LaVine, CPA, CDFA® is a Certified Divorce Financial Analyst who provides finance and accounting expertise, insights and analysis necessary in the creation of a comprehensive divorce strategy. Jon is focused on obtaining the best result for his clients in both the divorce settlement, which includes the division of assets, and securing ongoing income in order to provide for future financial requirements. These key elements of a divorce require insights on taxes and valuation considerations that must be carefully evaluated and reviewed with a Certified Public Accountant and a Certified Divorce Financial Analyst.

Whether a divorce ends up being cooperative or adversarial in nature, enlisting the counsel of a Certified Divorce Financial Analyst (CDFA®) is important. Why? Because no matter how cooperative a divorce may appear to be, being prepared with a comprehensive view of your finances and options is just good business. Anything less is highly risky. While divorce attorneys are legal experts who represent their client in divorce legal matters, a CDFA® is a finance and accounting professional who deals with financial aspects of the divorce including taxes, asset allocation and cashflow.

As a Certified Divorce Financial Analyst, Jon plays a key role in providing financial guidance that is required to secure the best possible outcome. It is important to obtain a thorough financial assessment of your situation prior to starting the divorce process. Crafting a divorce financial strategy involves a review and analysis of cashflow needs to support current and post-divorce lifestyle and living expenses, division of assets, and the impact of taxes and write-offs, and other important financial factors.

In short, working with a certified CDFA® with a background as a CPA provides the assurance that you have a professional with the necessary financial expertise working on your case.

Finally, Jon will work with your attorney to help shape the divorce strategy and assist you in answering your questions. This collaboration is an important part of the divorce process; and due to the complexities of each potential outcome, clients require more than an evaluation expert. As a Certified Public Accountant and a Certified Divorce Financial Analyst Jon LaVine is qualified and ready to take on your divorce case.

Benefits of working with a Certified Divorce Financial Analyst

Going through the process of creating a Divorce Financial Strategy allows our clients to:

  • Complete the time-intensive process of proactively gathering financial information
  • Gain an objective assessment of your financial position
  • Discuss and explore if/then financial-impact scenarios prior to presenting solutions
  • Obtain a foundational financial tool to present to the divorce attorney
  • Consult with an accounting and finance professional who is a certified Divorce Financial Analyst as well as a Certified Public Accountant

Note: The above steps should be completed prior to divorce filings if feasible, or as soon thereafter.

To schedule an consultation, contact Jon LaVine at (949) 367-1935 x103 or by email, jon@lavine-cpas.com.

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LaVine & Associates CPAs, Inc.

25201 Paseo de Alicia,
Suite 120
Laguna Hills, CA 92653

Tel: 949.367.1935

Fax:  949.367.1936
Jon LaVine, CPA, CDFA®

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