It’s valuable to understand investigative accounting and how direct evidence can often change the entire divorce settlement to a client’s advantage. It’s all in the paper trail.
East Northport, NY (PRWEB) August 07, 2013
Peggy Tracy, CFP®, CDFA, CFE, will address members of the Association of Divorce Financial Planners during the 11th Annual ADFP Conference, September 19-21 in Chicago, Illinois. Ms. Tracy’s presentation, “Finding Hidden Money through Forensics”, takes place on Saturday. Her session provides basic and advanced knowledge of marital fraud, the sources and uses of funds, situations where dissipation of marital assets might occur, types of fraud evidence and examining for fraud.
“Many divorces deal with the financial effect of assets that are missing, hidden or dissipated,” explained Ms. Tracy. “It’s valuable to understand investigative accounting and how direct evidence can often change the entire divorce settlement to a client’s advantage. It’s all in the paper trail.”
According to Andrew Samalin, president of ADFP, Ms. Tracy’s presentation is a must see for conference attendees. “As divorce financial planners, it’s easy to help clients with decisions about the assets they can see. The difficulty lies in what may be hidden,” he said. “As an expert in forensic accounting, Peggy Tracy can provide insight into how to uncover those hidden assets.”
Peggy Tracy is the founder of Priority Planning, a practice devoted to assisting divorcing clients with financial matters. She is Certified Divorce Financial Analyst, a Certified Financial Planner®, and a Certified Fraud Examiner with more than 20 years of experience in financial planning, tax preparation and forensic accounting. Ms Tracy has appeared in an expert capacity on many television and radio shows and has been quoted in the Chicago Tribune, the Chicago Sun-Times, Mutual Funds Magazine and Financial Planning magazine. Among the major accomplishments in her career, she taught in the Certified Financial Planner® program for 14 years.
Ms. Tracy is past president of DivorceIllinois, a professional organization of divorce financial practitioners which has recently merged with the ADFP where she has become very active, and a member of the National Association of Tax Professionals and Association of Certified Fraud Examiners. She is a graduate of Mundelein College and holds an MBA from Loyola University. She is a sought after international speaker on divorce finance, forensics and fraud.
The 11th Annual ADFP Conference is being held September 19-21 at the Chicago Hilton/Magnificent Mile Suites. The three-day agenda offers comprehensive divorce financial planning education and the opportunity to network with leading divorce financial planning professionals. Continuing education (CE) credits are available for financial planners, accountants and CDFAs. Both ADFP members and non-members are welcome. Discounted rates are available for early registration through July 31 and for ADFP members. For a complete agenda and online registration, visit the ADFP website, http://www.divorceandfinance.org or call 888-838-7773.
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, and training and continuing education opportunities for financial practitioners, allied divorce professionals and the general public. The organization plays a key role in policy making regarding divorce financial issues. The ADFP holds its members to high standards in professional and ethical protocols in the U.S., Canada and other countries. Comprehensive information on the ADFP can be found at http://www.divorceandfinance.org.