Edward Sachs

Education and Degrees

  • B.A. University of South Florida

Professional Licenses   

  • Certified Public Accountant, Licensed Real Estate Salesman

Other Professional Organizations           

  • Collaborative Family Law Professionals of South Florida
  • Collaborative Family Law Council of Florida, Treasurer
  • Florida Bar, Family Law Division
  • Florida Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Kidside, Inc.

Elgin Polo

Education and Degrees

  • Masters in Business Administration, Taxation, University of Miami
  • B.A.  in Accounting, Binghamton University

Professional Licenses   

  • Certified Public Accountant, Florida
  • Certified Public Accountant, New York
  • Certified Valuation Analyst, American Institute  of Certified Public Accountants
  • Accredited in Business Valuation, American Institute  of Certified Public Accountants

Other Professional Organizations           

  • Member, American Institute of Certified Public Accountants
  • Member and Prior Chapter Chair, Florida Institute of Certified Public Accountants
  • Affiliate Member, Florida Bar Family Law Section
  • Estate Planning Council of Greater Miami

Elgin Polo has a virtual firm now, serving most of the state of Florida, including Jacksonville, Orlando as well as all judicial circuits southeast as well as southwest Florida.

Sandra Perez

Languages: English and Spanish

Education and Degrees

  • Masters  of Science in Taxation, University of Miami, 1992
  • B.S. in Accounting, University of Florida, 1991

Professional Licenses   

  • Certified Public Accountant, Florida
  • Certified Valuation Analyst, American Institute  of Certified Public Accountants
  • Accredited in Business Valuation, American Institute  of Certified Public Accountants
  • Certified in Financial Forensics
  • Certified Fraud Examiner

Other Professional Organizations           

  • Member, American Institute of Certified Public Accountants
  • Member, Florida Institute of Certified Public Accountants
  • Affiliate Member, Florida Bar Family Law Section
  • Affiliate Member, Collier County Bar Association
  • Member, Association of Certified Fraud Examiners
  • Member, Collaborative Family Law Institute

Paul Garcia

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 Paul A. Garcia, P.A. shares the same values:  Honesty, integrity, quality, professionalism, knowledge, dignity, respect, and community support

Languages: English and Spanish

Education and Degrees

  • BA in Accounting  1982 from FIU
  • Certified Valuation Analyst
  • Certified Financial Forensic by the American Institute of CPA’s

Professional Licenses   

  • CPA License State of Florida
  • Florida Supreme Court Family Mediator

Other Professional Organizations

  • AICPA
  • FICPA
  • CFLI
  • IACP
  • National Association of Certified Valuation Analysts

Melissa Goldberg

Education and Degrees

  • Masters in Business Administration, Colombia Business School
  • B.A. , Queens College

David Goldweitz

Education and Degrees

  • Bachelor of Science – Accounting

Professional Licenses   

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)

Other Professional Organizations           

  • Florida Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • National Association of Certified Valuation Analysts

Additional Office Locations:      

1625 North Commerce Parkway, Suite 315, Weston, FL 33326

 

Marta Alfonso

Firm Value Statement:  In a Collaborative Family Case, I facilitate maintain the transparency of financial information  and related alternatives between the spouses and the team so that choices and options can be developed by the spouses in order to facilitate the transition of what the spouses have and own, what they owe, and how the individuals plan to meet their future needs, as relevant to them.  In using respect and empathy in the process, I am able to effectively work through the varying emotions and issues relating to financial matters in a timely fashion between the spouses and the team.

Languages: English and Spanish

Education and Degrees:

  • Juris Doctorate,  University of  Miami.
  • M.B.A., Florida International University.
  • B.B.A., University of Miami

Professional Licenses   

  • Member, Florida Bar
  • Certified Public Accountant,  Florida
  • Certified Public Accountant, New York
  • Certified in Financial Forensics
  • Certified Insolvency and  Restructuring Analyst

Other Professional Organizations           

  • Member, American Institute of Certified Public Accountants
  • Member, American Bar Association
  • Member, American Bankruptcy Institute
  • Member, Association of Certified Anti-Money Laundering Specialists
  • Member, Florida Institute of Certified Public Accountants
  • Member, International Women’s Insolvency & Restructuring Confederation
  • Member, New York State Society of Certified Public Accountants
  • Member,  Collaborative Family Law Institute

Additional Office Locations:

MBAF, LLP,  NEW YORK – 440 Park Avenue South, New York, New York 10016

Stewart L. Appelrouth

Firm Value Statement:

In the Collaborative environment, I assist the other Collaborative Professionals and the Parties in order to facilitate a less stressful and transparent proceeding. I review and analyze the Parties’ income, assets, liabilities and also prepare a business valuation, if one is needed. I provide options for alimony, child support and equitable distributions, with the assistance of the Parties and their counsel. However, providing the financial information is only one aspect of my process. I am able to help the Parties work through the emotional aspects of the marital discord when dealing with the financial ramifications of the matter.

Education

  • MSM Finance, Florida International University
  • BSBA Marketing, Florida State University

Professional Licenses and Certifications

  • Certified Public Accountant, Florida
  • Certified Public Accountant, North Carolina
  • Certified Public Accountant, Puerto Rico
  • Accredited in Business Valuation
  • Certified Family Law Mediator
  • Certified in Financial Forensics
  • Certified Fraud Examiner
  • Certified Valuation Analyst
  • Personal Financial Specialist

Professional Organizations

  • Member: American Institute of Certified Public Accountants
  • Member: Association of Certified Fraud Examiners
  • Member: Collaborative Family Law Institute
  • Director: Florida Academy of Collaborative Professionals
  • Member: Florida Institute of Certified Public Accountants
  • Member: National Association of Certified Valuators and Analysts
  • Member: North Carolina Association of Certified Public Accountants
  • Member: Puerto Rico Society of Certified Public Accountants

Additional Office Locations

Key West
604 Duval Street. Suite C
Key West, Florida 33040

Puerto Rico
Metro Office Park, #7, Suite 204, Metro Parque 7, Guaynabo
San Juan, Puerto Rico 00968

Southwest Florida
20341 Calice Court, Suite 1601
Estero, Florida 33928

Sunrise
1571 Sawgrass Corporate Parkway, Suite 130
Sunrise, Florida 33323