Curriculum Vitae

   
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Professional Biography

Curriculum Vitae

PrimePlus Services

Divorce Related

Summary of Services

Professional References

Contact Information

 

Professional Designations:

  Certified Public Accountant* (CPA*)

  Certified Divorce Financial AnalystSM (CDFASM) inactive status

  Notary Public, State of Florida

  Certified Valuation Analyst (CVA) inactive status

  *Regulated by the State of Florida

 

Professional Affiliations:

  Estate Planning Council of Naples November 2007 to present

  American Institute of Certified Public Accountants, 1998 to present

  Florida Institute of Certified Public Accountants, 1997 to present

  Member of the FICPA Financial Planning Services Section, 2007 to present

  Member of the Association of Family Law Professionals, Inc., 2000 to present (Fort Myers, Florida)

  Member of Divorce Support Services of Collier County, Inc. 2001 to present (Naples, Florida)

  Member of The Institute for Certified Divorce Planners, 2001 to present

  Member of the FICPA Valuation and Litigation Services Section, 2001 to 2005

  Member of the National Litigation Support Services Association, 2000 to 2005

  Member of the Financial Consulting Group, L.C., 2000 to 2005 (national)

  Associate Member of the Association of Certified Fraud Examiners, 2000 to 2005

  Member of the National Association of Certified Valuation Analysts, 2002 to 2005

 

Other Organizations:

  San Carlos Park Scorpion Soccer Club, Board Member, 2001 to Present

  San Carlos Park Scorpion Soccer Club, Coach, 2001 to present

 

Seminars, Conferences, and Courses:

  FICPA – Valuation, Forensic Accounting & Litigation Services Conference – January 10-11, 2008

  FICPA – Estate & Financial Planning Conference – November 29-30, 2007

  FICPA - Forensic Accounting:  Fraudulent Reporting and Concealed Assets - November 15, 2007

  AICPA – Develop Your Successful Eldercare Practice:  InfoCast/Webinar – November 13, 2007

  FICPA - Florida Gulf Coast University Accounting & Tax Conference - November 1-2, 2007

  National Business Institute, Estate Administration Procedures:  Why Each Step Is Important –  June 2006

  American Academy of Matrimonial Lawyers, 25th Annual Symposium, Tampa – May 6-7,  2005

  FICPA–Valuation and Litigation Services Conference, Fort Lauderdale, FL–January 13-14, 2005

  CFP™ Certification Review Course-October 26-29, 2004

  CFP™ Certification Examination Case Analysis-October 8-9, 2004

  CFP™ – Retirement Planning – Florida State University correspondence course – Fall 2004

  AFLP Conference – Continuing Toward the Light of Cooperation:  Resources to Assist Family Law Professionals, Estero, FL  – June 25, 2004

  CFP™ – Income Tax Planning – Florida State University correspondence course – Summer   2004

  FICPA – Case Studies in BV & Commercial Economic Damages, Ft. Lauderdale, FL – May 21, 2004

  AICPA National Conference on Divorce, Las Vegas, NV – May 12-14, 2004

  American Academy of Matrimonial Lawyers, 25th Annual Symposium, Tampa – May 7-8, 2004

  FCG University Program, Atlanta, GA – April 26-27, 2004

  CFP™  – Insurance Planning and Risk Mgt – Florida State University correspondence course – Spring 2004

  FICPA – Valuation and Litigation Services Conference, Fort Lauderdale, FL – January 16, 2004

  AICPA National Conference on Advanced Litigation Services and National Conference on Fraud – Miami, Florida – September 30 – October 3, 2003

  CFP™ – Estate Planning – Ft. Myers, Florida – Spring 2003

  FICPA – Litigation and Valuation Services Conference – Ft. Lauderdale, Florida – January 10, 2003

  NACVA – Fifth Annual Meeting – Ft. Lauderdale, Florida – January 9, 2003

  NACVA Business Valuation Training Centers – Tampa, Florida – December 2-6, 2002

  AICPA National Conference on Advanced Litigation Services and National Conference on Fraud – Las Vegas, Nevada – October 31- November 1, 2002

  CFP™ – Principles of Financial Planning – Ft. Myers, Florida – Fall 2002

  CFP™ – Investment Planning – Bonita Springs, Florida – Summer 2002

  AICPA/AAML – National Conference on Divorce – Las Vegas, Nevada – May 15-17, 2002

  AFLP - Still Moving Toward Cooperation Seminar - Fort Myers, Florida – April 26, 2002

  AICPA National Conference on Fraud and Advanced Litigation Services - Dallas, Texas -October  24-27, 2001

  NLSSA Annual Conference - Dallas, Texas - October 23, 2001

  The Institute of Certified Divorce Planners - Annual Conference - Chicago, Illinois. August 10-11, 2001

  Financial Consulting Group University - Advanced Litigation Services - Atlanta, Georgia - April 26-27, 2001

  AFLP - Moving Toward Cooperation Seminar - Fort Myers, Florida - December 1, 2000

 

Continuing professional education in excess of forty hours per year for the years 1998 through the present date.  This education has been in the areas of auditing and accounting, forensic accounting, estate planning, tax accounting, divorce, business valuation, and income tax return preparation.

 

 


Laurie A. Sloat - Personal Financial & Accounting Services - Fort Myers, Estero, Naples, Bonita Springs

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