Mary Prior, MS (Taxation), EA, CFP® ,CDFA™, CFP
- Address
-
P.O. Box 263
Valhalla, NY 20595 - Phone
- (914) 686-8066
- Fax
- (914) 686-8056
- divplanner@aol.com
Divorce forces us to deal with finances at a time when our emotions can overwhelm our logic and reasoning. Worries about money and conversations with your spouse can be difficult and might have been the source of conflict during the marriage.
During the collaborative process I work closely with you, first to gather your financial information. We then work together to develop a breakdown of your current living expenses and a realistic projection of your future expense needs.
I bring many years of experience working as a neutral in collaborative cases, mediations and as an advocate in litigated cases. My extensive tax and accounting knowledge allow me to deal with complex financial intricacies.
Along with your attorneys, we then begin to address your financial future. The collaborative process provides a safe environment that allows you to design your own divorce. You, with non-litigious legal and financial advice, make educated decisions as to what should be done with the house, how the mortgage gets paid, assets/debt sharing, tax efficient support allocations, compensation and the myriad of other decisions that are made at this time.
Collaborative Training
Year | Training Type | Instructor | Hours |
---|---|---|---|
2013 | Advanced Interdisciplinary Training | MAT LAW | 7 |
2012 | Advanced Interdisciplinary Training | MAT LAW | 7 |
2011 | Advanced Interdisciplinary Training | AICPA Conference | 18 |
2010 | Advanced Interdisciplinary Training | AICPA AAML Conference | 18 |
2010 | Basic Interdisciplinary Training | JOAN KELLY | 8 |
2010 | Advanced Interdisciplinary Training | Berkman | 40 |
2010 | Advanced Interdisciplinary Training | MAT LAW | 7 |
2010 | Advanced Collaborative Law Training | IACP Conf Wash DC | 18 |
2009 | Advanced Interdisciplinary Training | IDFA Conf Chicago | 18 |
2009 | Advanced Collaborative Law Training | IACP Conf Minneapolis | 16 |
2009 | Advanced Interdisciplinary Training | MAT LAW | 7 |
2009 | Mediation Training | NYS Council Conf | 10 |
2009 | Advanced Interdisciplinary Training | QDRO | 6 |
2009 | Advanced Collaborative Law Training | TEAM TRAINING | 6 |
2009 | Advanced Collaborative Law Training | END GAME | 6 |
2009 | Advanced Collaborative Law Training | IACP Conference Toronto | 18 |
2008 | Advanced Collaborative Law Training | Straus END GAME | 40 |
2008 | Mediation Training | Himmelstein | 40 |
2008 | Advanced Interdisciplinary Training | MAT LAW | 7 |
2008 | Mediation Training | NYS Council Conf | 10 |
2007 | Advanced Collaborative Law Training | QDRO DRAFTING | 3 |
2007 | Advanced Collaborative Law Training | PENSIONS | 3 |
2007 | Advanced Collaborative Law Training | Various | 40 |
2006 | Advanced Interdisciplinary Training | MAT LAW | 7 |
2003 | Advanced Interdisciplinary Training | MAT LAW | 7 |
2002 | Advanced Interdisciplinary Training | MAT LAW | 7 |
2001 | Mediation Training | Newman | 40 |
1999 | Advanced Interdisciplinary Training | QDRO | 3 |
Areas of Practice
- Financial
Practice Groups
- Westchester/Putnam Collaborative Practice Group
Education
Undergraduate Education | Postgraduate Education |
---|---|
BBA Accouinting Iona College, New Rochelle, NY |
MS Taxation Pace University, White Plains, NY |
Professional Licenses
- EA, Enrolled Agent 2001
- CFP® Certified Financial Planner™ 1999
- CFP® Certified Financial Planner™ 1999
Professional Activities
- Book Financial Editor
- Divorce Empowerment: What you Need to Know, Do and Say
- Publihed in 2003
Membership in Groups and Associations
- NY Collaborative Divorce Professionals 2008 to present
- NY Council on Divorce Mediation 2008-present
- HVCDDRA 2008 to present
- IACP 2007 to present
- NYACP 2007 to present
- Institute for Divorce Financial Planners 1999-present
- Financial Planning Association 1999-present