Skip to main content
HomeDTP EventsOxnard: The Divorce Transition Professionals

DTP Events - Event View

This is the "Event Detail" view, showing all available information for this event. If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.

Oxnard: The Divorce Transition Professionals

When:
Thursday, October 17, 2019, 8:00 AM until 9:30 AM
Where:
Carey & Hanna Tax and Wealth Planners
1000 Town Center Drive, Suite 200
Oxnard, CA  93036
Contact(s):
James Romero
(805) 644-1621 (p)
Category:
Chapter Meetings
Registration is required
No Fee
No Fee
Welcome to DTP Oxnard


About Divorce Transition Professionals (DTP)


Why 2.0? Well, after 10 years it is time for a change. A change in location, a change in format and a change in the design. So, we're bringing in a top-notch speaker, holding it in a top-notch location, providing all of the networking and business opportunity you could ask for with some of the best professionals in the community that specializes in working with people dealing with divorce. While this particular meeting may not have all of the following, we expect to provide continuing education, networking, study groups, break-out sessions, case consultations and more......

This event is completely free to all FIRST TIME attendees. It is an opportunity to find out what the Divorce Transition Professionals is all about, what it is about to become and how becoming a member will benefit you. So, if you are a professional in the divorce field i.e. Attorney, Accountant, Financial Professionals, CDFA, Mediator, Therapist, Realtor, Mortgage Broker etc.....please attend and check us out. There is nothing like us in the area currently.

 


CHAPTER LOCATIONS: Please go to our website to find a DTP Chapter near you.

 



This Month's Speaker

Michael A. Perlmutter, JD, CPA, CVA, ABAR


Mr. Perlmutter is a former Senior Estate Tax Attorney and Revenue Agent with the Internal Revenue Service.  His unique blend of legal, financial and valuation knowledge, expertise, and experience enables him to tackle complex multi-disciplinary issues including appraisal writing and review.  

Mr. Perlmutter is distinctive in holding active licenses as a California J.D., California CPA, Certified Valuation Analysis (CVA) and as Accredited in Business Appraisal Review (ABAR) and specializes in tax law, business and intellectual property valuation and appraisal review consulting.

During his tenure with the Internal Revenue Service, Mr. Perlmutter has reviewed, critiqued and analyzed hundreds of valuation appraisals of all types of assets, ranging from real estate to operating businesses, intellectual property, even an island.  He has also written valuation related training materials and taught valuation topics to newly hired estate tax attorneys. He prepared and presented legal and valuation-related topics on live nationwide training CPEs telecast to IRS attorneys, presented at AICPA and ASA valuation industry seminars and has testified in front of IRS appeals officers.

Mr. Perlmutter assisted the IRS litigation team with producing expert valuation reports, preparing trial briefs relating to legal as well as valuation related issues, in preparing deposition and direct and cross-examination questions for interviewing valuation and legal experts in a significant and high profile tax court trial.  The litigated issues included the valuation of name and likeness rights, the royalty income stream from copyrights (both from music and film sources), a music catalog business, “tax affecting” and discounts.




This Month's Sponsor

TBA 



  • DTP Oxnard Chapter Leader


    James Romero 
    James Romero
    Capital Mortgage Services
    Loan Officer

    Tel: (805) 256-6405
    eMail: james@mycmsloans.com

     

    WE DO THE HEAVY LIFTING FOR YOU

    Let us do the mortgage loan shopping for you and we’ll find you the proper financial resources to purchase a home.

     

    IT’S NOT MAGIC, IT’S MATH!

    There are no secrets to this business, and there’s no getting around the fact that numbers don’t lie. Our most important job is to give you a clear and concise projection about the home you may want to refinance or purchase. We’ll meet with you to discuss the type of home you want, review your financial standing and help you determine a price range that is suitable for you.

     

    COMMITTED TO YOU!

    • Our team constantly educates themselves on the mortgage industry.
    • We work with more than 50 lenders.
    • You are invited to open events to talk with us and our lenders.
    • We are committed to finding loans that you can afford.


  • DTP President & Founder


    Neil Palache, Certified Women's Financial Transitions Coach
    The Wealth Creator Company For Women

    Tel: (818) 606-7327
    eMail: neil@thewealthcreatorcompany.com

    Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.

     



    DTP Non-Profit of Choice

    ABOUT CENTER4SPECIALNEEDS

    Center4SpecialNeeds is a 501(c)(3) non-profit corporation founded in 2011 that provides resources, education, and programs for families and individuals affected by developmental disabilities in Ventura County, California.  Center4SpecialNeeds' vision is to have families benefit from the information we provide, to help children progress, to help parents restore some balance in their lives and not feel they are in constant crisis mode. We want parents, who are feeling isolated and alone, to feel embraced and supported. We want to provide opportunities for individuals with special needs as they develop into thriving members of our community.


    Be Part of the Change!

    Center4SpecialNeeds is a non-profit organization and depends on your generous support!

    Our monthly goal is for 300 individuals to make a monthly pledge of $20 for one year, which would provide the funding we need to sustain our programs, and expand to reach more individuals and families. For $20 per month, less than the price of one dinner for two at a casual restaurant, you have the opportunity to improve the quality of life for someone with special needs!

    • C4SN has undergone a dramatic expansion in our programs for children, teens, young adults, and families affected by developmental disabilities.
    • We now employ 6 part-time paid staff and numerous volunteers with special needs!
    • Without the safe and compassionate space of our office, many of these young adults would be isolated from the community and spending much of their time at home.

    We need your support! You can join Center4SpecialNeeds in making an impact for individuals & their families by making a financial contribution, volunteering, or offering a donation of services or items. Click here to be part of the change and help us reach our goal!

    Video Link