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In the complex world of High Net Worth Divorce there is often a need for a forensic accountant who helps to find hidden assets OR missing money, which is considered divorce fraud.
Today's episode focuses on the red flags that can help you ascertain whether or not you need a forensic accountant, what the process looks like should you hire one, how to choose the right forensic accountant and the role you will play in the process.
Peggy Tracy, CFP ®, owner of Priority Planning LLC (Priorityplanning.biz), is a Certified Divorce Financial Analyst and Certified Fraud Examiner. Tracy's practice specializes in income tax preparation and consulting with divorce attorneys on tax-related and business matters, including post-divorce true-ups. She is a member of the National Association of Tax Professionals (NATP) and the Association of Certified Fraud Examiners (ACFE). She is on the Board of Directors of the Institute for Divorce Financial Analysts. She recently spoke in Tucson, Arizona at the Financial Planning Association chapter in January 2020.
American Institute of certified public accountants website:
https://www.aicpa.org/
Request a Free Rapid Relief Call at www.rapidreliefcall.com
For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com
By Karen McMahon4.8
115115 ratings
In the complex world of High Net Worth Divorce there is often a need for a forensic accountant who helps to find hidden assets OR missing money, which is considered divorce fraud.
Today's episode focuses on the red flags that can help you ascertain whether or not you need a forensic accountant, what the process looks like should you hire one, how to choose the right forensic accountant and the role you will play in the process.
Peggy Tracy, CFP ®, owner of Priority Planning LLC (Priorityplanning.biz), is a Certified Divorce Financial Analyst and Certified Fraud Examiner. Tracy's practice specializes in income tax preparation and consulting with divorce attorneys on tax-related and business matters, including post-divorce true-ups. She is a member of the National Association of Tax Professionals (NATP) and the Association of Certified Fraud Examiners (ACFE). She is on the Board of Directors of the Institute for Divorce Financial Analysts. She recently spoke in Tucson, Arizona at the Financial Planning Association chapter in January 2020.
American Institute of certified public accountants website:
https://www.aicpa.org/
Request a Free Rapid Relief Call at www.rapidreliefcall.com
For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com

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