|
As a CPA and a Certified Divorce Financial Analyst, my practice is dedicated to divorce financial consulting. It is important that both parties in a divorce understand the long-term effect of financial decisions made today. What appears good initially may not be beneficial in the long-term. There may be negative tax or cash flow consequences. I am commited to helping my clients make more informed decisions
|
| Firm/BusinessName: |
Steven J. Rutlen CPA |
| Address(es): |
3017 Douglas Blvd
Suite 300
Roseville CA 95661 USA
|
|
3017 Douglas Blvd
Suite 300
Roseville CA 95661 USA
|
|
3017 Douglas Blvd
Suite 300
Roseville CA 95661 USA
|
|
3017 Douglas Blvd
Suite 300
Roseville CA 95661 USA
|
|
3017 Douglas Blvd
Suite 300
Roseville CA 95661 USA
|
| Phone: |
(916) 313-5722 |
| Fax: |
(866) 688-0190 |
| Email: |
steve@srutlencpa.com |
| Website: |
http://www.srutlencpa.com |
|
|
|
|
| Professional Activities |
|
Vice President - Sacramento Collaborative Practice Group
Board Member - Collaborative Practice California
|
|
| Professional Licenses |
|
Certified Divorce Financial Analyst (CDFA)
Chartered Financial Consultant (ChFC)
Certified Public Accountant (CPA)
|
|
| General Comments |
| Founding member of the Collaborative Divorce Network of Northern California (CDN NorCal). CDN NorCal is comprised of legal, mental health and financial professionals who are dedicated to the team-based model of Collaborative Divorce. Member of the Sacramento Collaborative Practice Group (Vice President). Member of the California Divorce Planners Network. Member of the SCPG Training Team |
|
| Areas of Practice |
|
Financial
Mediation
Tax Law
Trainer
| |
| Education |
| Undergraduate Education |
| San Jose State University - 1974 |
| Professional Education |
Certified Public Accountant 1974
Chartered Financial Consultant 1982
Certified Divorce Financial Analyst 2001 |
|
| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
| 2004 |
Basic Interdisciplinary Training |
N. Ross, P. Thompson, M. Hill, G. Richardson |
20 |
| 2004 |
Mediation Training |
C. Viera |
5 |
| 2005 |
Basic Interdisciplinary Training |
N. Cameron, S. Gamache |
16 |
| 2006 |
Mediation Training |
R. Cohen |
30 |
| 2006 |
Advanced Interdisciplinary Training |
IACP San Diego |
9.0 |
| 2006 |
Advanced Interdisciplinary Training |
CP Cal Celebration |
12 |
| 2007 |
Intermediate Interdisciplinary Training |
P. Tesler & P. Thompson |
16 |
| 2007 |
Advanced Interdisciplinary Training |
CP Cal Celebration II |
12 |
| 2008 |
Advanced Interdisciplinary Training |
CP Cal Celebration III |
9 |
| 2008 |
Basic Interdisciplinary Training |
I was instructor |
16 |
| 2009 |
Advanced Interdisciplinary Training |
CP Cal Celebration IV |
12 |
| 2009 |
Real Estate Issues in Divorce |
I was instructor |
3 |
| 2009 |
Basic Interdisciplinary Training - Stockton CA |
I was instructor |
16 |
| 2009 |
Basic Interdisciplinary Training - Chico CA |
I was instructor |
16 |
|
** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
** I have reviewed the IACP Minimum Standards for a Collaborative Basic Training. I verify that the basic training that I offer as a Collaborative Practice trainer meets those Minimum Standards.
IACP does not verify the information provided by the professionals listed in this directory.
|