BWFA Family News



By: Meghan Manas | Office Manager

New Service for Divorcing Couples Offered by BWFA

We are pleased to announce that our Director of Tax Services, Benjamin Dorsey, CPA, CFP®, MST, recently completed a specialized education program in professional divorce analysis and is now a Certified Divorce Financial Analyst™ (CDFA™).

Ben is trained to provide financial information and assistance to people going through a divorce. He evaluates the tax implications of dividing property, and the financial implications of various settlement options for dividing marital property (including pensions), and of child and spousal support payments.

Be on the lookout for Ben’s articles in future editions of The Advisor magazine.

ORIOLES MAGIC

BWFA staff took part in supporting the Baltimore Orioles during their exciting playoff run. Each day that the O’s played was dubbed “Orioles Day” at the office, and staff were encouraged to show their support by wearing orange. A few members of the team even got to go to a couple playoff games!

BWFA’S GREAT PUMPKIN CONTEST

BWFA staff spent an afternoon in teams of three carving pumpkins for the first annual BWFA Great Pumpkin Contest. It got competitive, as the prize was an extra vacation day and lunch on BWFA! The carved pumpkins were on display during the week of Halloween, and guests who visited the office that
week voted for their favorite pumpkin. Team #1—which included Allison Gowallis, Meghan Manas, and Rob Williams—was crowned the winner!

BWFA STAFF BONDING

For the first annual BWFA Staff Autobahn Classic, the staff of BWFA spent an afternoon at the Autobahn Indoor Speedway in Jessup, Maryland. Jake Birdsong was the racer who took the trophy that day! As Mario Andretti once said, “If everything seems under control, you’re not going fast enough.”

Congratulations to BWFA’s Financial Planner Thad Ismart and his wife Sara as they welcome future planner, Emma, on October 20, 2014!