Freda Brown, Financial Planner, Collaborative Solutions Unlimited, The Law Offices of Jenny Daniell

Our Family Law Services:

• Collaborative Law
• Mediation
• Divorce Coaching
• Child Specialists
• Financial Planning

Our Family Law Associates:

• Jenny A. Daniell, Attorney
• Freda Brown, Financial Planner
• Norman H. Christiansen,
Divorce Coach and Child
Specialist

Freda Brown, Financial Planner

39 John Mason Road
Southwick, MA 01077
E-Mail

Professional Profile

Master Tax Advisor – H & R Block
EA - Enrolled Agent
- Enrolled to practice before the Internal Revenue Service (IRS) by demonstrating special competence in tax matters by written examination administered by the IRS. Required 30 ceu’s
  each year to maintain standards.
CDFA – Certified Divorce Financial Analyst
- Required 24 ceu’s every 2 years to maintain standards.

Professional Experience

Owner – Divorce Financial Analyst
Freda Brown: Divorce Financial Services
May 2003 – present
- As a divorce financial analyst, I look at the financial issues in a divorce including personal vs. marital property, tax
  consequences, issues of house, property, retirement, pensions, alimony and child support. I analysis this data and
  provide scenarios for achieving fair and equitable divorce settlements based on knowledgeable decisions rather than
  emotions. Is this settlement going to be good, not just for today but 5, 10, 20 years down the line?
Master Tax Advisor
H & R Block
Seasonal – 1981 – 2006
- As a tax advisor, I prepared over 400 tax returns each year ranging from the simple to the complex including businesses, farms, rentals, sales of property, partnerships, k-1’s, and net operating loss.

Memberships

IDFA – Institute for Divorce Financial Analysts
FDA – Financial Divorce Association
ADFP – Association of Divorce Financial Planners
IACP – International Academy of Collaborative Professionals
MCLA – Massachusetts Collaborative Law Council
TI – Toastmasters International
WBOA – Women Business Owners Alliance

Education

BS in Education from Springfield College 1974

The Financial Foundations of Divorce - 40 hours – College for Divorce Specialists – 5/5-8/2003

Multi-Disciplinary Collaborative Family Law Training – 12 hours - Collaborative Law Institute of Illinois – 11/6-7/03

Divorce Financial Planning – 2 hours - Association of Divorce Financial Planners – 12/3/03

Law, Money & Broken Promises – 12 hours – MA Collaborative Law Council – 3/5-6/04

Overcoming Emotional Roadblocks to Financial Issues in Divorce – 2 hours - Association of Divorce Financial Planners 5/20/04

Advanced Tax Issues in Divorce – 8 CE credits -The Financial Divorce Association - 6/8/04

Collaborative Training for Financial Professionals – 6 CE credits -The Financial Divorce Association - 6/9/04

Annual Conference – Collaboration – Building Bridges – 5 hours – Association of Divorce Financial Planners 6/13/04

Certificate of Completion – Connecticut Meditation – 40 hours – 9/12/04

Lifestyle Analysis – 3 hours - Association of Divorce Financial Planners 9/30/04

IACP Networking Forum for Collaborative Professionals – 12 hours – 10/22-24/2004

Tax Issues Concerning Child Care Credits – 1 CE credit - The Financial Divorce Association 10/28/04

E&O Insurance coverage for Divorce Professionals – 1 CE credit – The Financial Divorce Association – 12/16/04

Business Valuation, Litigation Consulting & Fraud Deterrence – 4 CPE hrs – NACVA state chapter meeting 5/13/05

National Conference (Essentials of QDRO’s & Pensions; Courtroom Basics; Mediation; Working as the Neutral; Pension Valuations;
QDRO Drafting) 15 hours - The Institute for Divorce Financial Analysts – 6/9-11/05

Problem With QDROS – 1 CE credit – The Financial Divorce Association – 8/18/05

Intricate Financial Issues in Divorce – Annual Conference – 5 hours - Association of Divorce Financial Planners – 9/16/05

Advanced Topics Workshop (Attn/CDFA partnership; Courtroom Basics; Forensic Accounting; Stock Options; Working as the
Neutral) – 15 hours – The Institute for Divorce Financial Analysts – 10/20-22/05

Courtroom Evidence – 7 CLE credits – MatLaw Seminars – 5/12/06

Matrimonial Litigation Support Workshop – 32 CPE credits – NACVA (National Association of Certified Valuation Analysts) Consultants’
Training Institute: 8 CPE for each of the following topics: Overview of Matrimonial Litigation and Practice Management Issues; Valuation/Appraisal and Taxation Issues Unique to Matrimonial Engagements; Forensic Accounting in Matrimonial Cases; Interactive Workshop: Case Study and Cutting Edge Issues. 9/11/06 – 9/14/06

Introduction to Business Entities – 16 hours – H & R Block - 9/2002

Introduction to Accounting Principles -18 hours – H & R Block – 9/2002 – 10/2002

Change of Accounting Methods – 6 hours – H & R Block – 10/2002

Representation – 15 hours - H & R Block – 9/2002 – 10/2002

Employment Tax Seminar – 6 hours – 10/2002

Business Credits Income Tax Seminar – 6 hours – H & R Block 10/2002

International Taxes – 12 hours – H & R Block 9/2003

Rental Properties – 12 hours – H & R Block 9/2003

Disposition of Assets -12 hours – H & R Block 10/2003

Depreciation – 6 hours – H & R Block 10/2003

Ethical Considerations for Tax Professionals – 3 hours each year – H & R Block 10/2003; 10/2004; 10/ 2005

Transfers of Wealth – Estate Planning; Estates & Trusts – 24 hours – H & R Block 9/2004 – 10/2004