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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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