Presenter: Real Estate Advisor

Decide: sell, buyout, or shared ownership (including nesting).

Presenter: Real Estate Advisor

Understand refinance/buyout constraints and how to plan for them.

Presenter: CPA/CFA,Real Estate Advisor

Avoid reassessment surprises when transferring title in divorce.

Presenter: CPA/CFA

Interpret ISO/ESPP forms and tax timing at a high level.

Presenter: Business Attorney,Valuation Analysis

Capture consulting, apps, IP, and business interests for disclosure and division planning.

Presenter: Child Custody Specialist,Family Law Attorney

Plan housing moves around custody schedules and school constraints.

Presenter: CPA/CFA

Sequence housing decisions with IRS home-sale exclusions in mind.

Presenter: CPA/CFA

Turn opaque equity into a structured inventory (RSUs/options/ESPP).

Presenter: CPA/CFA

Build a “tax checklist” for the separation year and beyond.

Presenter: CPA/CFA

Plan coverage transitions and deadlines with HR and the Marketplace. 17

Presenter: CPA/CFA

Avoid stepping into tax liability by misunderstanding transfers.

Presenter: CPA/CFA

Understand vesting, withholding, and Section 83 concepts that affect divorce negotiations.

Presenter: Coach

Build a 90‑day post-divorce stability plan for work, parenting, and wellbeing.

Presenter: CPA/CFA

Close loops: accounts, beneficiaries, insurance, credit, and records.

Presenter: CPA/CFA

Structure decisions about unvested equity without magical thinking.Capture consulting, apps, IP, and business interests for disclosure and division planning.

Presenter: Coach,Family Law Attorney

The first 14 days: stabilize money, housing, safety, communications.

Presenter: Coach,Mediator

Move from “positions” to packages and trades.

Presenter: Coach,Mediator

Manage difficult conversations under time pressure.

Presenter: Child Custody Specialist,Coach

Choose and configure a co-parenting tool stack.

Presenter: CPA/CFA,Family Law Attorney

Get the right data for accurate guideline calculations.

Presenter: Child Custody Specialist,Family Law Attorney,Mediator

Build a complete “first draft” parenting plan outline.

Presenter: Mediator

Arrive at mediation with the right documents and mindset.

Presenter: Facilitator

Decide among DIY, mediation, collaborative, or litigation using a decision matrix.

Presenter: Family Law Attorney,Mediator

Convert agreements into structured terms you can review with counsel.

Presenter: CPA/CFA

Build the “source of truth” list of everything you own/owe.

Presenter: Child Custody Specialist,Coach,Mediator

Replace reactive texting with structured communication rules.

Presenter: CPA/CFA,Family Law Attorney

Build disclosure readiness without drowning in paperwork.

Presenter: CPA/CFA,QDRO Specialist

Avoid retirement division surprises by preparing early.

Presenter: CPA/CFA

Build a separation budget and runway (“how long can I operate?”).

Presenter: CPA/CFA,Family Law Attorney

Understand child/spousal support building blocks and what inputs drive them.

Presenter: Child Custody Specialist,Mediator

Know when custody mediation is required and how to prepare. 13

Presenter: Family Law Attorney

Define and document the date that matters financially.

Presenter: Family Law Attorney

Treat divorce like a product launch: phases, decisions, timelines, risks.