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Mary Szpanka, (Financial Professional/Mediator)

Address:
   12500 Fair Lakes Circle #260
Phone:
  
Fax:
  
Other Office Locations:
  
Email:
  tax.doc@verizon.net
Website:
  

Education


Degree Institution Year Add More

Licenses


J.D.

LL.B.

Ph.D.

Psy.D

Ed.D.

L.E.P.

LCSW

LPC

LMFT

Psychiatrist

CFP®

CPA

ChFC

Professional Activities


Current Prior

Collaborative Practice Training


Year Course Title Instructor Hours Action
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
30-Hr Interest-Based Negotiation & Mediation Skills
Advanced interest-based negotiation, communication skills, collaborative,professional coach training
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)

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Mary Szpanka, (Financial Professional/Mediator)

Address:

Phone:
Fax:
Website:


Mary has provided pre- and post-divorce financial and tax advice as a substantial part of her CPA practice for over 25 years. She works closely with each client and counsel to help them learn and create the most appropriate financial course taking in account each one's desired lifestyle and emotional needs. She welcomes your inquiry about divorce assistance and/or tax, accounting, or auditing services of her firm.

Collaborative Practice Group Membership


Collaborative Professionals of Northern Virginia

Collaborative Services


Mary has provided marital dissolution and pre-nuptial tax and financial advice for over 25 years. She works closely with clients and their counsel to find the most appropriate individualized financial plan for each person. She is a firm believer that the collaborative process results in a most wholesome healthful result in marital financial matters.

Education


Licenses


Certified Public Accountant ,CPA

Professional Activities


PRIOR:
President, VP, Secretary, Treasurer, Northern Chapter, Va Society of CPAs
Board of Directors, Va Society of CPAs
Chairman: Continuing Professional Education, VSCPA
Other committees: Federal Taxation; Educational Institutions, CPA Licensure Educational Committee
Va Society of CPAs Outstanding Member
President's Award of Honor
Outstanding Financial Adviser: Washingtonian magazine
Best Places to Work honor by Washingtonian magazine and Washington Business Journal
Board of Directors, Collaborative Professionals of Northern Va
Super CPAs: Virginia Business Magazine Fall 2013

Collaborative Practice Training


Year Course Title Instructor Hours
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
2008 Basic Interdisciplinary Training Collaborative Divorce Team Training 20
30-Hr Interest-Based Negotiation & Mediation Skills
2008 Mediation Paizs 30
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training
2009 CPNV meeting forums panels 15
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)
2022 “Collaborative Clients: When kumbaya is not enough.” Barbara Burr, Esq. 1.5
2022 Transitioning Clients in Collaborative Divorce Michael McHugh, Esq. and Teresa Cole, Esq. 1.5
2022 Divorcing your spouse, but staying married to Uncle Sam Sarah Avila, CFP®, CDFA® 1.5
2021 VIRGINIA’S UNIFORM COLLABORATIVE LAW ACT: WHAT IT MEANS FOR YOUR COLLABORATIVE PRACTICE CPNV: Jennifer A. Bradley, JD; Anne (Jan) W. White, JD; Karen L. Keyes, JD 1.5
2021 Understanding Domestic Violence and the Challenges in Getting It Right CPNV: Viola Vaughan-Eden, PhD, MJ, LCSW 1.5
2021 Transform Them CPNV: Jonathan Foust, MA, CSA 1.5
2021 Tax Updates Va Society of CPAs 18
2021 Should Virginia Create a Legal Presumption of Shared Custody: A Current Effort is Underway, and There is Research to Support It CPNV: Adele D’Ari, Ph.D., Lisa Herrick, Ph.D., Jennifer Bradley, J.D. 1.5
2021 HOLD ONTO YOUR HATS: STRATEGIES FOR STREAMLINING COLLABORATIVE PRACTICE CPNV: Jennifer Bradley, Esq., Lynn Fetcher, Esq., Natalie Goldberg, LCSW, Jane Ochsman Rowny, CPA, CDFA 1.5
2021 Financial Misconduct, Fraud transfers NBI 7
2021 Divorce Litigation Start to Finish NBI 6
2021 CPNV meeting forums panels 10.5
2021 BEYOND SPREAD SHEETS AND CASH FLOW – A DEEP DIVE INTO THE FINANCIAL NEUTRAL ROLES AS FACILITATOR, MEDIATOR AND ADVISOR CPNV: Debbie May CPA, CFP, CDFA and Robin Taub, J.D. 1.5
2021 ADULT ADHD IN COLLABORATIVE PRACTICE: A POWERFUL, UNDER-RECOGNIZED X FACTOR CPNV: Kate Scharff, PhD 1.5
2020 Yikes-My Client is recently sober-integrating substance abuse recover into a parenting plan CPNV: Natalie Goldberg & George Young 1.5
2020 Witness Preparation NBI 1
2020 Ultimate Guide of Trusts NBI panel 14
2020 Tax updates for Trusts NBI panel 7
2020 Substance abuse in parenting plans CPNV 1.5
2020 Role the Financial Professionals Play in Helping Make the Collaborative Process a Success IACP Webinar: Lisa Schneider 1
2020 Prenups CPNV 1.5
2020 PPP Loans VSCPA/MCB 3
2020 Insight Listening IACP 1
2020 Financial Issues in divorce CPNV 1.5
2020 Federal tax update Auerbach 2
2020 Federal tax topics Matthews Carter & Boyce 5.5
2020 Federal Tax Update VSCPA 8
2020 Deposing Witnesses NBI 7
2020 Dealing with virus issues in cases CPNV 1.5
2020 Cash, Covid, and Collaboration: Financial Considerations for assisting your clients CPNV: Jordan Egert & Jane Oschman Rowny 1.5
2020 Advanced Trusts & Estates NY University 3
2020 Adultery in collaborative cases CPNV 1.5
2020 Law changes due to Covid-19 VSCPA 4
2019 UCLA CPNV 1.5
2019 Real Estate Provisions CPNV 1.5
2019 Meeting Expectations CPNV 1.5
2019 Judges Speak NBI 6
2019 Federal Trip state tax update VSCPA 5
2019 Fed Tax Update VSCPA 8
2019 Family Law A-Z NBI 6.5
2019 Estate Planning CPE Update 2
2019 Between the Spaces CPNV panel 1.5
2018 The New Tax Act - 2019 CPNV: I was instructor 2
2018 The Judges Speak NBI 7
2018 Emotional Intelligence MCB 1.5
2018 Collaborative TEAM protocols: How the TEAM establishes an environment of thinking and reasoning I was instructor with Christine Hissong, JD 1
2018 CPNV forums CPNV: various 4
2018 Advanced Family Law: NBI 6
2017 Neutrality issues CPNV 1
2017 Fed Tax update Nunnalee 8
2017 Divorcing the Wealthy AAML 6
2017 Complex Assets in Div NBI 16
2017 CPNV meeting forums various 4
2017 As judges see it NBI 6
2016 What to Share with Collaborative Clients: Experience and Connection Among Professionals CPNV: Karen Keyes, Hayden Lee, & Jennifer Bradley 1
2016 The Challenges of Substance Abuse or Addition Issues in Collaborative CPNV: Al Bonin, Lisa Herrick, Grant Moher 1
2016 Round Table Discussion: Marketing Collaborative CPNV: Grant Moher, Haden Lee, & Phyllis Palombi 1
2016 Retirement Plans I was the instructor. 2
2016 Protecting Assets/Medicaid issues Panel 7
2016 Multi generational studies Fasi 2
2016 Judge Speak Judges 7
2016 Is One Client Controlling the Team? CPNV: Michael McHugh 1
2016 Income Tax treaties/tax residency laws Mason 3
2016 Grey Divorce Part II I was the instructor. 1
2016 Federal Tax Update Nunnalee 8
2016 Family Law Agreements Several 7
2016 Discernment Couseling CPNV: Rona Hitline-Mason 1
2016 Annual Advanced Family Law Panel 6.25
2015 Working with Families with Special Needs Children and Adults CPNV: Louis Nuzzo 1
2015 What are Our Core Collaborative Principals? CPNV: Lynn Fletcher & Carol Miller 1
2015 Tristate tax update IRS, VA, DC, MD 4
2015 Planning for Special Needs Kluwer 2
2015 Federal Tax Update Farmer/VSCPA 8
2015 Family Mediators Conference APFM 20
2015 Family Court Judges Litigating Divorce National business Institute 8
2015 Ethics & Practical Considerations for VA Collaborative Practice CPNV: Hayden Lee 1
2015 Employee Benefits CPNV: Erika Schliefman & Keith Lindahl 1
2015 Collaborative Pre Marital Agreements CPNV- Michael McHugh 1
2015 CPA Ethics VSCPA 2
2015 Best Tax Planning VSCPA 8
2015 Advanced Annual Family Law MCLE 6
2015 8th Annual Va Collaborative Professionals conference VaCP 6
2014 Forensics VSCPA 8
2014 Financial Aspect of Divorce I was the instructor. 5
2014 Ethical challenges in divorce negotiations Va Bar 1
2014 Emotional Aspects of Divorce on Children CDRP 2
2014 Divorce Agreements: Today For Tomorrow I was the instructor. 4
2014 CPNV Forums-Mortgages, Brainstorming, Autism/ Special Needs, Professional Profile Several 4
2014 Breaking down barriers to support D'Ari, Smollar, Lanny 6.5
2013 The Collaborative Gray Divorces I was the instructor. 1
2013 Substance Abuse, Alienation, Spousal Support, Taxation panels 9
2013 Federal and state tax updates several 13
2013 DOMA-tax law changes re same-sex couples Auerbach 2
2013 Collaborative Ethics CPNV 1
2013 Annual Advanced Family Law Panel 8
2013 Affordable Care Act Booth 2
2012 Describing Collaborative Practice panel 2
2012 CPNV meeting forums panels 9
2012 Advanced family law Va Bar 8
2011 CPNV meeting forums panels 11
2011 Advanced family law Va Bar 8
2010 IACP Forum many 22
2010 CPNV meeting forums panels 15
2010 Advanced family law Va Bar 8
2009 law for non-lawyers Panel 3
2009 Collaborative Financial Training Panel 4
2009 Advanced family law Va Bar 8
2008 CPNV meeting forums panels 6
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