Divorce is often extremely difficult for all parties involved. In this episode of the PFP Section podcast, Dave Stolz, CPA/PFS, shares how to support clients through this challenging time. He discusses:
Lessons in divorce he learned by surveying his clients
How to be with your clients during this emotional time
Roles that CPAs can play and the conflicts to avoid
Why this work is more fulfilling than you may imagine
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/to access show notes with direct links.
Register for Dave’s webcast Women, Divorce, and Money on August 16th or 29th (free with CPE for PFP/PFS members).
Read Dave’s book Women, Divorce, and Money.
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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