Neil Sockol

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Cassandra Ferrer

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Ian Tacher

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As a CERTIFIED FINANCIAL PLANNER™ professional, Ian Tacher’s goal is to help clients live their best lives and truly enjoy the people and passions that really matter to them. His aim is to provide clients with advice and guidance that helps them feel confident that their finances are in order.

Ian has helped many women who have found themselves at a crossroads in life, often one that they didn’t see coming.  Whether through divorce or the loss of a spouse, becoming “suddenly single” can be a jarring and disorientating experience. He provides support and guidance along the journey to ensure that clients feel secure in this new phase of their lives.

Ian Tacher leads the Integra Wealth Advisory Group and has been a Financial Advisor for over 14 years. Ian started his professional career as an accountant with PricewaterhouseCoopers before entering the financial industry in 2008. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Ian is a Certified Divorce Financial Analyst® practitioner. His role as a CDFA® is to address the special financial issues of divorce with data to achieve equitable settlements.

When he is not working Ian enjoys reading (especially about the latest in finance), hiking, kayaking and spending time in nature with his wife Allison. He is bilingual in English and Spanish.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Ian Tacher provides investment advisory services through NWAM, LLC dba Northwest Asset Management, an SEC registered investment advisor. Integra Wealth Advisory Group is not a registered investment adviser. NWAM, LLC does not provide tax or legal advice. Second Saturday and NWAM, LLC are unaffiliated. Presentations are for general informational purposes only and should not be considered investment advice.

Email: itacher@integrawealthadvisorygroup.com
Phone: 786-437-0186

 

Alfred Zeiler

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I started Florida Forensic Accounting in 2018 to provide quality and ethical forensic accounting services, using a personalized approach not always provided by larger firms.

The largest portion of my practice is comprised of family law matters. I have extensive experience in divorces resolved through litigation, mediation or the collaborative process. The collaborative process offers a way to achieve a settlement that best meets the specific needs of both parties and their children without the underlying threat of litigation.

My business valuation and economic damage experience includes a variety of assignments with closely held businesses and professional associations in industries such as health care, retail, manufacturing, distributors, auto dealerships and service. I’ve rendered services for matters involving family law, business damages, personal injury, shareholder litigation, estate and gift tax, buying and selling businesses, and breach of contract.

In personal injury matters, I provide analysis and projections of losses including earnings capacity, benefits and social security. My litigation assistance ranges from simple schedules, graphs, or charts to self-contained reports complete with all analysis, graphs, and charts.

Education

  • BS, Business Administration—Finance, University of Florida
  • Postgraduate Accounting coursework, Nova-Southeastern University and Florida Atlantic University
  • CPA: Certified Public Accountant—American Institute of Certified Public Accountants
  • CBA: Certified Business Appraiser—Institute of Business Appraisers
  • CVA: Certified Valuation Analyst—National Association of Certified Valuators and Analysts

Publications

  • “Valuation, Alimony & Double Dipping,” Commentator, The Florida Bar Family Law Section, vol. 25, no. 5, winter 2011.
  • “Valuation, Alimony & Double Dipping,” Business Appraisal Practice, Institute of Business Appraisers, Second Quarter 2010.
  • “Dealerships: Estate Planning Takes on New Urgency,” DealersEdge Car Dealer Insider, May 1, 2009.
  • “Can Duff & Phelps Be Applied to the Very Small Company?”, Business Appraisal Practice, 2nd Quarter 2009.
  • “Dealerships: Is It Still a Good Time for Estate Planning?”, Driving Profits, March 2009.
  • “Sanity Checks: How? When? Why?”, Financial Valuation and Litigation Expert, no. 17, February/March 2009.
  • “Dealerships and Estate Planning: Why Now Is the Right Time,” Professional AutoNEWS, vol. 26, no. 1, January 2009.
  • “Applying Duff & Phelps to the Very Small Company,” Business Valuation Update, vol. 14, no. 10, October 2008.
  • Coauthor of course titled Economic Damages, Institute of Business Appraisers Inc., 2004.

Lecturer / Instructor

  • Guest Lecturer, Collaborative Family Divorce Class, Nova Southeastern University Dept of Marriage & Family Therapy, Essentials of Effective Team Building and the Role of the Financial Neutral in Interdisciplinary Collaborative Practice, 2019 & 2020
  • Economic Damages: An Actual Case Study, Ft. Lauderdale, FL, National Association of Certified Valuators and Analysts, 2015.
  • Economic Damages, Ft. Lauderdale, FL, Institute of Business Appraisers, Inc., 2004.
  • Discounts and Premiums: When & Why, Atlanta, The Institute of Business Appraisers Southeast Chapter Meeting, 2003.
  • Expert Testimony on Common Errors and the Use of Transaction Data, Orlando, FL, The Institute of Business Appraisers National Business Valuation Conference, 2003.

Quotations and Citations

  • Cost of Capital: Applications and Examples, 4th ed., Shannon P. Pratt and Roger J. Grabowski, John Wiley, 2010.
  • Cost of Capital: Applications and Examples, 5th ed., Shannon P. Pratt and Roger J. Grabowski, John Wiley, 2014.

Professional Affiliations

  • American Institute of Certified Public Accountants – Forensic & Valuation Services Section
  • Florida Institute of Certified Public Accountants – Valuation, Forensic Accounting, & Litigation Services Section
  • The Florida Bar – Family Law Section
  • Broward County Matrimonial Lawyers
  • National Association of Certified Valuators and Analysts / The Institute of Business Appraisers
  • Collaborative Family Law Professionals of South Florida – Treasurer
  • Florida Academy of Collaborative Professionals
  • International Academy of Collaborative Professionals
  • Raymond Miles Foundation for Business Appraisal Research – Former Board Member
  • Coast to Coast Legal Aid of South Florida – Former Treasurer & Finance Committee Chairperson
  • Notre Dame Club of Fort Lauderdale, Member
  • Make-A-Wish Foundation, Former Wish Grantor
  • Downtown Fort Lauderdale Transportation Management Association – Former Advisory Board Member
  • Fort Lauderdale Evening Rotary Club, Former Member

Alfred and his wife live in Plantation, Florida. Their blended family includes three grown children. Having recently purchased a fixer upper home, they spend a lot of time on gardening and other home projects and can assure you they always cost more and take longer than anticipated. They also enjoy biking, traveling and spending time with friends and family over good food and wine.

Maite Martinez

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Firm Value Statement:  Bringing Clarity to Complexity

Languages:   English/Spanish

Education and Degrees

  • Bachelor of Accounting
  • Master of Accounting

Professional Licenses

  • Certified Public Accountant – Florida

Other Professional Organizations

  • American Institute of Certified Public Accountants (AICPA)
  • Association of Certified Fraud Examiners (ACFE)
  • Florida Institute of Certified Public Accountants (FICPA)
  • The Cuban American CPA Association

 

Angel Lopez

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Loretta Fabricant

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Firm Value:  For more than 35 years, we have been providing quality, personalized financial guidance to individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as business valuation services, financial statements, financial planning, forensic accounting, complex business and estate litigation, as well as litigation support in commercial and family law matters.

Language:  English

Education and Degrees

  • 2017 Interdisciplinary Collaborative Divorce Training
  • 1988 Supreme Court Certification Course for Divorce Mediation
  • 1969 Ithaca College cum laude B.S., Ithaca, New York

Other Professional Organizations

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants
  • Collaborative Family Law Institute
  • American Women’s Society of Certified Public Accountants
  • American Society of Women Accountants, Dade County

Elaine King

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Firm Value Statement: 

Elaine King, CFP® is founder of Family and Money Matters™, with the mission of empowering the family’s financial and human capital to achieve financial wellbeing.  She has served as the Family’s Financial Planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans.

Elaine is a Financial Education advocate, creator of the first family financial program in LATAM and winner of the Best Latin book award.  She was recognized in 2020 in the list of Investopedia’s Top Influential Advisor and in 2017 recognized by People Magazine’s Top 25 Influential Hispanic Women. Elaine has been featured in the WSJ, Forbes, Telemundo, CNN and is a columnist for financial journals in the US and LATAM.


Primary Office Location:

4531 Ponce De Leon Boulevard, Suite 200
Coral Gables, Florida

Education and Degrees

  • Collaborative Family Training
  • University of Miami, Certified Professional Coach Program
  • Family Firm Institute Family Business Advisor™ Certificate
  • Family Systems Bowen Center, Postgraduate Family Therapy
  • Thunderbird University, M.B.A
  • St. Mary’s University, B.B.A

Professional Licenses

  • Florida Supreme Court Certified Mediator
  • Certified Financial Planner ™ Professional, Certified Divorce Financial Analyst® d
  • Certified Divorce Financial Analyst ®
  • Family Mediator

Other Professional Organizations

  • Family Firm Institute Advisory Committee, Advisor
  • Estate Planning Council of Greater Miami, Board Member
  • Certified Financial Planning Board Ambassador & Public Policy Committee Member
  • Collaborative Family Law Institute Past Board Member
  • Financial Planning Association Past Miami President

Patricia L. Young

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Patricia L. Young – update to CFLI profile

 

Employer:

Garcia Santa Maria, PLLC

135 San Lorenzo Avenue, Suite 660

Coral Gables, FL 33146

305-448-0404

patricia@gsmcpas.com

 

Firm Value Statement:

Our mission is to help our clients accomplish their goals by providing the highest quality accounting, tax, forensic, and related professional services. We understand that responsiveness and personal attention to every client are critical to our shared success.   To achieve our mission and goals, everyone at Garcia Santa Maria, PLLC shares the same values:  Honesty, integrity, quality, professionalism, knowledge, dignity, respect, and community support.

 

Professional Certifications:

Certified Divorce Financial Analyst 

Certified Fraud Examiner 

Certified Paralegal

Certified Valuation Analyst

Florida Supreme Court Certified Family and Circuit Civil Mediator

 

Education and Degrees:

Florida International University: Master of Business Administration – 1983 Bachelor of Science in Computer Science – 1978

 

Professional Affiliations:

Association of Certified Fraud Examiners

Collaborative Professionals of Southwest Florida (Treasurer)

First Family Law American Inn of Court (Treasurer)

Florida Academy of Collaborative Professionals

Institute for Divorce Financial Analysts

International Academy of Collaborative Professionals

KidSide (Board Member)

National Association of Legal Assistants

 

Philip Shechter

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