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WEALTH MATTERS: Making Financial Sense of Your Divorce

Millie Baumbusch, Michael Bean, JoAnne Donner, Steve Kirson, Robert Port

Millie Baumbusch, Michael Bean, JoAnne Donner, Steve Kirson, Robert Port

Michael Bean/Divorce Sense

Michael is a financial professional in the Atlanta area who specializes in evaluating and advising clients on the tax and financial aspects of divorce. With a first-hand understanding of how highly emotional the divorce process can be, Mike is dedicated to lightening the burden of each client by thoroughly dissecting the financial elements of the client’s divorce, with a keen focus on what is in his or her best interests. He is committed to helping his clients understand the more complex tax and financial implications of his or her particular case and provide thoughtful, objective solutions to the financial questions an individual must ask when filing for divorce. As both a Certified Public Accountant and Certified Divorce Financial Analyst, Mike is uniquely equipped to recognize frequently overlooked financial hurdles and inequities in the settlement process, from the unforeseen tax ramifications of losing, dividing, or gaining certain assets to the unveiling of hidden assets. Based on his analysis, Mike advises clients on which assets to fight for and the valuation and division of those assets. He also assists in child support and alimony proposals and provides forward-looking income, expense and net worth projections. Mike received his undergraduate degree in Accountancy from Emory University’s Goizueta Business School and completed his graduate work in Financial Planning from Duke University. He is collaboratively trained by the Collaborative Law Institute of Georgia. Mike is former Vice President and Board Member for the Association of Divorce Financial Planners (ADFP), and is an active member of the Institute of Divorce Financial Advisors (IDFA), two of the most nationally recognized and respected professional organizations in the Divorce Planning industry. Mike has been highlighted numerous times for his commitment to his clients and service to Atlanta’s business community, having been featured in magazine and recognized by Atlanta Magazine as a Five Star Wealth Management ‘Best in Class for Customer Service’ for three successive years. During his 25 years as an Atlanta resident, he has developed strong ties to both his clients and the community, founding and running The Georgia Tuition Assistance Program, a 501(c)(3) organization that awards scholarships to children of single parent households due to death or divorce.

JoAnne Donner/Donner Mediation & Coaching

JoAnne Donner MS, CDFA, CDC, CDPC, is a trained, certified and registered mediator whose areas of expertise include divorce, eldercare, civil, workplace, and family conflict. She is also a certified coach and offers services in mediation coaching, divorce coaching, and conflict coaching.  As a mediator, Ms. Donner excels at creating an environment where disputing parties can productively address issues and work toward a mutually-satisfying resolution that considers the needs of both sides. As a divorce coach, she is a supportive ally, helping divorcing individuals successfully navigate the many emotional, financial, and logistical challenges of the divorce process. She serves as a resource for divorce information and professional referrals and also helps clients identify goals and priorities, get organized, and gain credibility and confidence. As a mediation coach, she helps disputants prepare for the pressures, pitfalls, and possibilities of a mediation session. She is a firm believer that pre-mediation preparation can make the difference between a successful outcome at the mediation table or years of wishing something different had been decided on mediation day. In conflict coaching, Ms. Donner helps individuals and families effectively manage relationship and communication difficulties both at home and in the workplace. Ms. Donner is a Magna Cum Laude (first in class) graduate of the Master’s Program in Conflict Management at Kennesaw State University, a graduate of Kent State University, and a member of the Distinguished Alumni Hall of Fame at Cleveland Heights High School in Cleveland, Ohio. She is named in Who’s Who in America, Who’s Who of American Women, Who’s Who in the Registry of Business Leaders, Who’s Who in the Media and Communications and Personalities of America. She is a member of the Golden Key International Honorary. An award-winning interviewer and writer, she has been an active part of Atlanta’s professional community for more than 25 years. She has also been active in Atlanta’s charitable community, donating her time to many worthwhile causes especially those assisting the elderly and the developmentally-disabled. She currently is a corporate sponsor, board member, and past co-chair of the Board of Directors of Visions Anew Institute, an organization that supports and educates individuals and families in the midst of the divorce process. She also contributes volunteer time to The Link Counseling Center, a nationally-recognized facility for psychological counseling in Atlanta, Georgia.

Steve Kirson/Kessler & Solomiany

Steve began his career as a labor and employment lawyer with Ford & Harrison. Steve took a detour from the practice of law and was a Financial Advisor with UBS for half a dozen years, working with business owners and other high net worth individuals. Steve returned to the practice of law fourteen years ago, and has practiced family law exclusively since that time. He is a Senior Attorney with Kessler & Solomiany, a firm practicing exclusively family law, and previously practiced family law with Warner Bates & McGough. Steve is AV rated by Martindale Hubbell, is a Barrister in the Charles Longstreet Weltner Family Law Inn of Court, and has been listed in the Atlanta Magazine Top Family Law Attorneys in Georgia for 2014, 2015 & 2016. Steve’s previous presentations have included the Fiduciary Law Institute of the State Bar of Georgia, the Atlanta Bar Association Estate Planning Section, Emory Business School, Georgia Growth Companies CLE and the Georgia Society of CPA’s. Steve represents business owners, professionals and other high net worth individuals, in divorces, post-divorce modification and enforcement actions, custody and support matters, and prepares prenuptial and post-nuptial agreements.


GF logoGaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

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STRATEGIC INSIGHTS RADIO: Why it is Essential to Have a Solid Plan To Achieve Success in Business?

Bob Lamp'l and Vlad Rusz

Robert Lamp’l and Vlad Rusz

Today’s topic:Why it is Essential to Have a Solid Plan To Achieve Success in Business?


Robert is the founder and CEO of Business Plans & More, Inc. a spin-off from his other company, Accounting Business Center, Inc. Robert is a member of the Georgia Association of Accountants and Tax Professionals (GAATP), a national organization, of which Robert is the Statewide past President. Also the National Society of Accountants, the National Association of Certified QuickBooks Pro Advisors, the National Advisors Network and he is currently an Abassador for the Gwinnett Chamber of Commerce as well as a member of the Suwanee Business Alliance. Robert J. Lamp’l has an M.B.A. with an extensive background in accounting, having 30+ years experience in the public arena as Corporate Controller, Accounting Manager, and Treasurer for small to large companies covering several industries in multi-state environments. He serves as a board member of numerous companies (for both profit and not for profit entities). And in his spare time he performs with a Choral Group and the Northwinds Symphonic Band.


Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. Sterling Rose Consulting Corp.’s staff has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and ran four successful businesses that currently range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.


ABOUT “STRATEGIC INSIGHTS RADIOStrategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to




Brian Douglas with Brian M. Douglas and Associates, Sunil Sehgal with TechArchis Solutions, and Brian Thompson with Corporate Kid Group


Mike Sammond, Sunil Sehgal, Brian Douglas, Brian Thompson, Steven Julian

Brian Douglas/Brian M. Douglas Associates

Atlanta, GA Estate Planning & Real Estate Attorney, Brian M. Douglas, assists clients in all areas of life & wealth planning. Services provided include estate planning, trusts and estates, planning wills and trusts, power of attorney, probate and trust administration, small business law, corporate law, real estate transactions and law, long-term care and Medicaid, veterans benefits, charitable planning, special needs and disability planning, estate tax planning, business succession planning, Medicaid crisis planning, and asset protection. Brian M. Douglas serves all of Atlanta, Georgia, along with Cobb County, Cherokee County, Fulton County, Forsyth County, Dekalb County, Gwinnett County, and Douglas County.

Sunil Sehgal/TechArchis Solutions

nsTechArcis is a specialized QA and Software testing company. They provide comprehensive testing solutions and services portfolio for complete alignment with your business objectives. Their objective is to address all of your QA and testing needs, deliver testing transformation, and assure continuous improvements.


Brian Thompson/Corporate Kid Group

Corporate Kid’s objective is to open doors for high-achieving students who are defying the odds at home or in “environmentally at risk neighborhoods”. They want to give these teens a chance to change the trajectory of their lives by introducing them to highly successful business leaders in “Real World” business settings. Their hope is that these contacts will develop into friendships that may last for years. The much bigger picture is when their trajectory changes, so will the path of their family as they will have the tools to teach their children. The goal is to not be needed as an organization for the next generation.

To view the video of this show, CLICK HERE.