The El Paso County Bar Association

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  • Family Section Lunch: Analyzing & Dealing with Financial Issues in Colorado Divorce

Family Section Lunch: Analyzing & Dealing with Financial Issues in Colorado Divorce

  • 19 Apr 2019
  • 8:30 AM - 12:30 PM
  • The Mining Exchange, 8 S Nevada Ave, Colorado Springs, CO 80903

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Analyzing & Dealing with Financial Issues in Colorado Divorce

CLE: 4 General (expected)

AGENDA:

  • Opening remarks
  • Mandatory Financial Disclosures – Form 35.1, an overview of the history of CRCP 16.2 would be helpful to kick it off – checking with Dave)
  • Sworn Financial Statement Overview – Form 35.2
  • Reviewing federal income tax returns –how to interpret information in the various tax forms, what to look for and how to follow-up
  • Stock options and restricted stock units – Property & Income Considerations and Taxation Overview
  • Reviewing financial statements – a basic overview of business financial statements, what to look for and how to follow up
  • New Tax Law Overview
  • New Spousal Maintenance Guidelines Overview
  • Basic Business Valuation Overview
  • Using a jointly retained financial expert – pros & cons
  • Question and Answer Session

Presenter: Linda Buckley

Linda’s career in accounting and finance spans several decades and diverse areas of expertise, with a focus on divorce matters for over 20 years. During her own divorce in 1996, she realized how overwhelming the process can be for both parties, especially for those unfamiliar with their family’s finances.

In 2016, considering clients’ need for specialized services in family law, she made the decision to concentrate her practice on matters related to divorce. Her goal as a financial expert in the divorce process is to educate and guide clients to the best possible outcomes. At the end of the day, it is important for both spouses to be able to plan for ‘life after divorce.’

Thank You to our Platinum Sponsor, Sanders Law Firm!

 

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Colorado, P.O. Box 429, Colorado Springs, CO 80901-0429

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