NYACP Reoccuring "ZOOM" Meetings
Hosted by the NYC Pod
EVEN MORE Tax Traps for the Marital Separation Agreement: Small Businesses
Tuesday, October 8, 2024
8:30am - 9:30am
Presented by
Sallie Mullins Thompson, CPA, CFP, CDFA
Sallie will conclude her three-part presentation on tax glitches that occur when drafting separation agreements and way to avoid them, this time with a focus on small businesses. Please join us!
Sallie Mullins Thompson is a CPA, CFP, Certified Divorce Financial Analyst (CDFA), and tax strategist, with over two decades of experience in the financial services profession. She assists families, business owners, and individuals, in the NYC and Washington, DC metropolitan areas, with all elements of their financial lives – from tax to investments to savings to planning to life transitions and has a special interest in women who are navigating the divorce process.
A major focus for Sallie is to educate and support people with their money concerns so they can live life the way they want. Since taxes are the biggest drag on everyone having the money they need, she quantifies all tax ramifications for financial decision-making.
As a CPA financial planner, CFP, and Certified Divorce Financial Analyst (CDFA), Sallie Mullins Thompson handles the money end of divorce – before, during, and after. She assists families in navigating divorce by drawing a road map for them; evaluates budgets, income, what’s owned, and what’s owed; prepares long-term financial projections; and focuses on both parties ending up with enough money to live. Due to her background as a CPA, Sallie understands the tax threats that can derail marital separation agreements. She has had her financial services practice for 28 years and is trained in the Collaborative Divorce process as well as in mediation.
On a personal level, Sallie is the doting grandmother of her two beautiful grandchildren and lives near them in DC with her adorable cat, Snuggles.NYACP Reoccuring "ZOOM" Meetings
Hosted by the NYC Pod
What: NYACP Pod Zoom Meetings
When: The second Tuesday of every month at 8:30am - 9:30am each month September through June
Please join the conversation!
The NYACP began presenting webinars in March of 2020 and continue to meet virtually hosted by our local Pods. The NYC Pod is now hosting a meeting the second Tuesday of every month, from 8:30-9:30am, to provide a gathering place to share information, ask questions, and offer support for our community of friends and colleagues.
Once you complete your registration, you will recieve the log-in information, link and phone numbers in your confirmation email. Just click on the link or dial in at the time of the meetings. There's no password. This is a recurring meeting, so the same link should work for subsequent webinars.
For problems during the webinar, please text Judie at (917) 691-9947.
These meetings are for NYACP Members Only.
Log in information will be sent to you in a confirmation email. We hope you'll join us!