ADFP Presents 2012 Installment of Advanced Case Studies in Divorce Taxation

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– Due to popular demand, the Association of Divorce Financial Planners (ADFP) will expand discussion of Advanced Case Studies in Divorce Taxation at the 10th annual ADFP Conference, being held September 21-22, 2012, at the Doral Arrowwood Resort in Rye Brook, New York. As a follow-up to last year’s celebrated workshop, attendees at the 2012 conference will learn practical application in divorce taxation with real-world case scenarios presented by renowned divorce finance expert William Donaldson, CFP®, EA, CDFA™.

This workshop alone makes the 2012 ADFP conference a must-attend event for divorce practitioners, as it offers unparalleled opportunity to distinguish oneself as an invaluable divorce taxation resource.

Due to popular demand, the Association of Divorce Financial Planners (ADFP) will expand discussion of Advanced Case Studies in Divorce Taxation at the 10th annual ADFP Conference, being held September 21-22, 2012, at the Doral Arrowwood Resort in Rye Brook, New York. As a follow-up to last year’s celebrated workshop, attendees at the 2012 conference will learn practical application in divorce taxation with real-world case scenarios presented by renowned divorce finance expert William Donaldson, CFP®, EA, CDFA™.

“This workshop alone makes the 2012 ADFP conference a must-attend event for divorce practitioners, as it offers unparalleled opportunity to distinguish oneself as an invaluable divorce taxation resource,” said Carl Palatnik, ADFP Executive Vice President. “On the heels of last year’s extremely well-received presentation, Mr. Donaldson will offer new cases that will challenge attendees in a hands-on, practical format.”

The 2012 installment of Advanced Case Studies in Divorce Taxation, presented on Saturday, September 22, gives participants the opportunity to dissect complicated tax scenarios and analyze diverse approaches to actual divorce cases with fellow practitioners. Mr. Donaldson will share his extensive and applied knowledge of exceptions to the rule, leading discussion of cases designed to help attendees avoid potential mistakes and increase value for clients. Participants will learn to identify tax traps in real estate transactions, pension/investment division, and alimony/child support structure, as well as develop strategies to avoid them.

Additional 2012 conference highlights include presentations by leading divorce experts on topics such as lifestyle analysis and valuation, presenting analytical findings to clients, complications of same sex divorce, the role of the financial expert in divorce cases, trends in alimony and more. The pre-conference ADPF University on September 20 features additional course offerings covering tax returns, bankruptcy, building and growing a divorce financial planning practice, estate planning and software tools.

Discounted conference rates are available for ADFP members, and both ADFP members and non-members are encouraged to attend. For a complete agenda and registration information, visit the ADFP website at http://www.divorceandfinance.org.

About William Donaldson, CFP®, EA, CDFA™

William Donaldson is co-founder and principal of The Vista Companies, a group of financial services firms located in Newtown, Connecticut. In addition to the Certified Financial PlannerTM and Enrolled Agent designations, Mr. Donaldson is also a Registered Investment Advisor, Registered Securities Principal and a divorce mediator. He is President of the Collaborative Divorce Team of CT, Past President of the CT Council for Divorce Mediation and Collaborative Practice and a board member of the Association of Divorce Financial Planners. He completed the Masters of Taxation program at the University of New Haven and he lectures both locally and nationally on the topic of divorce taxation.

About the Association of Divorce Financial Planners

The ADFP is an interdisciplinary association of professionals who research and analyze personal and business financial issues as well as tax implications related to divorce. The association develops outreach programs, training opportunities and continuing education to financial practitioners, allied divorce professionals and the general public. The organization is a key role player in policy making regarding divorce financial issues and holds members to high standards in professional and ethical protocols in the U.S., Canada and other countries. For more information, please visit http://www.divorceandfinance.org.

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