Douglas I. Donald

Douglas I. Donald, MBA, CPA, PFS, CRPC®, CRFAC®, CDFA®- Leader|PresenterThis workshop is designed to help take the next step, no matter where they are in the process of untying the knot. Second Saturday deals with the legal, financial, family, and personal issues of divorce in a logical, yet compassionate way.With the guidance of trained professionals, workshop participants gain a greater understanding of the confusing divorce process.Doug has over 40 years of experience in financial planning, public accounting, and private industry. With extensive knowledge of a variety of areas of financial planning, tax, divorce, and forensic accounting. Doug advises clients on various wealth management, tax, estate, divorce planning, forensic accounting, and complicated business planning matters. His expertise includes wealth management, operational and strategic planning, ownership transition, new business start-ups, and financial divorce issues.I will not ask for or request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please ensure you have set up security features on your site to protect your privacy.I will not accept trading instructions through this site. Expert In:Marital Lifestyle AnalysisBudget Review and DevelopmentCost Basis of Marital and Non-Marital PropertyTrace Hidden Assets and Unreported IncomeAnalyze Bank and Brokerage AccountsConsulting Expert ServicesExpert Witness ServicesReview Tax Implications of Assets for Property SettlementsMatrimonial Litigation ServicesExtensive experience in the thoroughbred & show-horse industry.Wealth Management Advisor.Securities are offered through Avantax Investment ServicesSM, Member FINRA, SIPC Investment advisory services offered through Avantax Advisory ServicesSM. We are currently licensed to offer securities in the states of CO, FL, KS, KY, OH, TX, and VA. This is not an offer to sell securities or provide investment advice in any other state or jurisdiction.Visit: http://www.investmentservicesinc.com to learn more about the wealth management business.

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