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Cathy Ann Threadgill CDFA®
801 Melrose |
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Having over 25 years experience in the fields of Accounting/Bookkeeping, Tax Preparation and as a Family Law Paralegal Ms Threadgil, CDFA®, can help your client to determine if what seems like a good decision now may not be in 3, 5, or 10 years. Ms Threadgill can demonstrate which assets make the most sense for your client to pursue. Using financial decision modeling, Ms Threadgill will present financial forecasts based on a variety of scenarios. Your client will know the financial ramifications, including tax implications, of each possible outcome. Ms Threadgill uses all assets when modeling: salaries, alimony, child support, health benefits, retirement plans, stock options and more. As a Certified Divorce Financial Analyst® Ms Threadgill will work with your client on gathering the necessary documents needed to formulate their settlement options. Ms Threadgill will then assist your client in understanding their settlement options and model the outcome of those options. Ms Threadgill is not associated with, nor does she represent any financial product/product providers. 15 Years Family Law Paralegal - Having 15 years experience in the field of family law Ms Threadgill is familiar with the laws and procedures regarding divorces. Her experience includes requesting, reviewing, organizing and presenting financial and other documents, preparing financial worksheets, recaps and tracing reports; preparing for and attend mediations; preparation of Inventory and Appraisements. Ms Threadgill has experience working with financial experts in gathering and organizing documents, tracing funds and other assets along with preparing reports to support the findings. She also have experience dealing with client's emotions and expectations during the divorce process. 25 Years Accounting and Bookkeeping - Ms Threadgill's client base has ranged from sole proprietors to corporations with 100 plus employees. She has experience in handling simple bookkeeping entries to complex accounting matters and the preparation of Federal and State Income Tax Returns including individual, partnership and corporate returns. 20 Years Tax Preparation - Ms Threadgill is familiar with income tax preparation, ranging from individual to corporate federal and state income tax returns, and tax procedures and laws. Ms Threadgill have experience working with CAPs and Tax Attorneys through the audit process. Additional Experience: Tracing Business Assets Exhibit Preparation Mediation Participation Court Testimony Arbitration Testimony Ms Threadgill also has experience working on matters involving the FBI and the US Postal Service. |
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800.875.1760
