Mary Szpanka, (Financial Professional/Mediator)
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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 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.
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) | |||
| 2024 | social security changes | NBI | 6 |
| 2024 | Tax issues in divorce | CPNV | 1.5 |
| 2024 | Tax Traps in Divorce and How to Avoid Them | Collaborative Clubhouse: Jane O. Rowny, CDFA®, CFP®, CPA | 1 |
| 2024 | Social security | TRA | 1.35 |
| 2024 | Post election tax outlook | CohnResnick | 1.00 |
| 2024 | Medicare | - | 1 |
| 2024 | Medicaid planning | NBI | 7 |
| 2024 | Impasses Deadlock | CPNV | 1.5 |
| 2024 | Good foundation | CPNV | 1.5 |
| 2024 | Federal tax update | D Famrer | 8. |
| 2024 | Emotional baggage | CPNV | 1/5 |
| 2024 | Emotional Triggers | CPNV | 1.5 |
| 2024 | Divorce Options | Self | 2 |
| 2024 | Advanced Family Law | NBI | 6.5 |
| 2024 | Advanced Estate planning | NBI | 6.5 |
| 2023 | When Collab goes Litigation | CPNV | 1.5 |
| 2023 | Tax loss limitations | Posa | 2 |
| 2023 | SECURE 2.0 | Surgent | 2 |
| 2023 | Parenting | CPNV | 1.5 |
| 2023 | Federal and Va tax update | self | 4.5 |
| 2023 | Fed Tax Updae | Farmer | 8 |
| 2023 | Estate planning | NBI | 7 |
| 2023 | Corp, ptrsp special | Posa | 2 |
| 2023 | Complex Div issues | NBI | 7 |
| 2022 | “Collaborative Clients: When kumbaya is not enough.” | Barbara Burr, Esq. | 1.5 |
| 2022 | Voice of the Child to Collaborative | VaCP | 1 |
| 2022 | Understanding the 5 Conflict Modes at Play in Our Mediation and Collaborative Cases | CPNV: Jonathan Kales, JD, Amy Kales, JD & Donne Colton, JD | 1.5 |
| 2022 | Transitioning Clients in Collaborative Divorce | Michael McHugh, Esq. and Teresa Cole, Esq. | 1.5 |
| 2022 | Taxation of Retirees | MCB - instructor | 6 |
| 2022 | Special Needs Trusts | NBI | 3.5 |
| 2022 | Intro to Conflict Coaching | Supreme Ct of Va | 2 |
| 2022 | If You See Something, Say Something – Navigating Complex Asset Matters During the Collaborative Process | CPNV: Jamie Blum, CPA & Jordan Egert, CDFA®, CFE, CPA | 1.5 |
| 2022 | Federal, MD Va DC tax update | VSCPA | 4 |
| 2022 | Federal Tax update | VSCPA | 8 |
| 2022 | Employee Stock Options | MCB- instructor | 6 |
| 2022 | Divorcing your spouse, but staying married to Uncle Sam | Sarah Avila, CFP®, CDFA® | 1.5 |
| 2022 | Assisted Reproductive Tech | NBI | 1 |
| 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 |