The Role of a Financial Neutral in the Divorce Process with Steve Kaplan CPA/ABV, MBA

Katherine Miller — Wed, 09 Sep 2015 01:00:44 +0000

EP: 007

Steve Kaplan

The Role of a Financial Neutral in the Divorce Process

Money is so much more than a way to pay the bills. It’s how we judge ourselves and others. It represents power and control. For a divorcing couple, uncertainty around finances and a sense of mistrust complicate the process. Enter the financial neutral, a professional who serves to uncover the economic reality of a given situation and establish trust, thereby changing the tenor of the conversation in a conflict-resolution proceeding.

Steve Kaplan is a CPA/ABV based in White Plains who practices largely in the area of dispute resolution, providing valuation, financial analysis, and settlement support services. Steve is trained in Collaborative Divorce Practice and Collaborative Civil Practice as well as mediation. He also serves as an executive board member for the Hudson Valley Collaborative Divorce and Dispute Resolution Association.

Today, Steve sits down with Katherine to explain his role as a CPA in the divorce setting. He discusses how financial neutrals navigate mistrust between parties, make difficult decisions around what to disclose, and provide an understanding of the couple’s economic reality. Steve shares how his role is different in a litigated case versus the collaborative divorce or mediation setting. Listen in for insight about how financial professionals help establish trust in a conflict-resolution proceeding and learn Steve’s approach to working with former partners in the divorce process.