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Susan Carlisle, CPA
5736 Ridgebrook Drive
Agoura Hills, CA 91301
Telephone: (805) 495-3197
Fax: (805) 888-3258
E-mail: carlislecpa@gmail.com
www.carlislecpa.com
:: EDUCATION ::
Bachelor's Degree, UCLA, 1969
Master of Business Administration Program, CSUN
Business Valuation Specialist
Personal Financial Specialist
Registered Investment Advisor
Mediation Training - LA County Bar Association
Interdisciplinary Collaborative Training
:: PRACTICE SPECIALTIES ::
Working in collaboration with attorneys, mediators, and therapists to help divorcing individuals
and couples resolve financial, tax, and investment issues with dignity and economy.
- Experienced as a forensic accountant and financial specialist in over 200 divorces
- Prompt, private meetings in a convenient location at reasonable rates.
- Consider various alternatives for dividing property, alimony, and child support
- Small business and professional practice valuations
- Moore-Marsden and reimbursement calculations
- Marital lifestyle analysis
- Designated as a CPA / Personal financial specialist
- Frequent speaker on mediation and collaborative law
- Educate individuals so that they understand settlement options
- Prepare tax returns
- Assist in negotiations
- Jointly retained by family law attorneys as neutral financial expert
- Appointed by judges as the Court's forensic accounting expert
:: MEMBERSHIPS & HONORS ::
- California Society of CPAs Litigation Support - Family Law Section
- Los Angeles County Bar Association - Associate Member
- San Fernando Valley Bar Association - Associate Member
- Los Angeles Collaborative Family Law Association
- Collaborative Practice California - CPCal - Board member
- Coalition for Collaborative Divorce, Inc. - founding Board member
- American Institute of CPAs
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