Dividing real estate is an issue in almost every divorce, which makes it a crucial topic for planners to understand. I’ll focus on the residence, investments, cash flow issues, depreciation, taxes, financing, and other critical topics.
East Northport, NY (PRWEB) September 25, 2014
“Dividing real estate is an issue in almost every divorce, which makes it a crucial topic for divorce financial planners to understand,” explained Mr. Samalin. “In my presentation, I’ll focus on the marital residence, cash flow issues, the effects of depreciation, financing and re-financing terms, investment and personal use properties and provide attendees with useable information on topics such as risks and benefits, tax effects, valuation metrics and income assumptions of real estate holdings in the context of the divorce process.”
Andrew Samalin is well versed in the financial issues associated with divorce. He has been assisting professionals and clients with pre- and post-divorce financial planning for more than 22 years. His firm, Samalin Investment Counsel, LLC, offers divorce financial planning on a fee-only basis. He is a Certified Financial Planner™, an Enrolled Agent (EA), a federally licensed tax practitioner, with unlimited rights to represent taxpayers before the IRS, and a Certified Divorce Financial Analyst®.
Mr. Samalin’s expertise in financial planning and wealth management has earned him awards as a top Registered Investment Advisor and top wealth manager from Wealth Manager Web Magazine, Financial Advisor Magazine, Investment Advisor Magazine. He was also named a Rising Star: Forty under Forty for 2007 by the Westchester Business Council. He has lectured on Real Estate Analytics at New York University and was an Adjunct Professor at Mercy College assisting students with personal finance and investing. He has received his undergraduate and Master’s degrees from New York University. He sits on the Board of Directors for the New York Association of Collaborative Professionals (NYACP), and leads the upper and lower Westchester County, NY sections of the Second Saturday workshop, founded by WIFE.org.
The 2014 Catalyst Conference at the Westin San Diego includes the ADFP Pre-Conference Institute on October 13 followed by two days of conference programming on October 14-15. ADFP has also added one day of joint sessions with the Academy of Professional Family Mediators (APFM) on October 16 at the Coronado Island Marriott Resort & Spa. The annual Catalyst Conference 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. For a complete agenda and online registration, visit the ADFP website, http://www.divorceandfinance.org or call 888-838-7773.
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.