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DTP Thousand Oaks, CA (ZOOM)

Tuesday, March 21, 2023, 8:15 AM until 9:30 AM
Zoom. Please register to receive zoom link.

Additional Info:
Event Contact(s):
Luba Milgram: DTP - Chapter Leader
805-719-2216 (p)
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee

Welcome to DTP: Thousand Oaks, CA
This month's meeting is on Zoom. Please register to receive zoom link.

About Divorce Transition Professionals (DTP)

Why 2.0? Well, after 10 years it is time for a change. A change in location, a change in format and a change in the design. So, we're bringing in a top-notch speaker, holding it in a top-notch location, providing all of the networking and business opportunity you could ask for with some of the best professionals in the community that specializes in working with people dealing with divorce. While this particular meeting may not have all of the following, we expect to provide continuing education, networking, study groups, break-out sessions, case consultations and more...

This event is completely free to all FIRST TIME attendees. It is an opportunity to find out what the Divorce Transition Professionals is all about, what it is about to become and how becoming a member will benefit you. So, if you are a professional in the divorce field i.e. Attorney, Accountant, Financial Professionals, CDFA, Mediator, Therapist, Realtor, Mortgage Broker etc... please attend and check us out. There is nothing like us in the area currently.

This Month's Program

Consultation and Appraisal Review

We provide valuation advice, guidance and litigation support. Your need may be related to tax, buy/sell, divorce, litigation or internal purposes.   As a result we apply appropriate methodology, assumptions and data relevant for the stated purpose in determining the correct valuation.  

Presented By:

Michael Perlmutter
Valuation and Litigation Group
Phone: (818) 317-7900

Mr. Perlmutter is an experienced valuation expert with an extensive 27-year career at the Internal Revenue Service as an Estate Tax Attorney, Revenue Agent and Valuation Specialist. His IRS career provided invaluable exposure to complex valuation issues involving a multitude of different assets.  Mr. Perlmutter holds active California licenses as an attorney and CPA, in addition to certifications as a Certified Valuation Analyst (CVA) and Accredited Business Appraisal Review (ABAR) from the National Association of Certified Valuators and Analysts (NACVA).  Mr. Perlmutter has written IRS valuation related training materials, taught and mentored IRS attorneys, is a frequent presenter at seminars and other professional gatherings, and is also an instructor at UCLA Extension.

Mr. Perlmutter knows how to identify IRS audit red flags and how to avoid them. At the IRS, he reviewed, critiqued and challenged thousands of valuation appraisals, prepared by local and national firms, resulting in a unique knowledge of each firm's abilities and credibility. In the process, Mr. Perlmutter was involved in the audits of some of the wealthiest and highest-profile taxpayers. He assisted in sending significant cases to IRS Appeals and to Tax Court. Mr. Perlmutter's background and focus are on intellectual property valuation, business valuation and partial interest discount issues.

After shifting into private practice in 2018, Mr. Perlmutter founded two valuation related firms, Perlmutter Law and Valuation, Inc. (PLVI) and Valuation and Litigation Group (VLG). PLVI is a valuation consulting firm, while VLG consists of a team of experienced professionals who specialize in business and intellectual property valuations as well as royalty compliance audits. To date, this seasoned team has valued some of the highest profile celebrities as well as some of the most valuable intellectual property related assets. The valuations include name and likeness rights, music catalogs, music publishing companies and various other assets and businesses.

Mr. Perlmutter has helped clients save millions of dollars in taxes by spotting appraisal errors, inconsistencies and omissions in methodology, assumptions and applications that resulted in the overvaluing of the subject assets as well as minimizing potential IRS audit red flags. Mr. Perlmutter also provides guidance and advise through the valuation process, whether for tax, litigation, divorce, buy/sell, internal or other purposes.


This Month's Spotlight Speaker

Chelsea Henriod 
Edward Jones  Financial Advisor
DTP Thousand Oaks, CA

DTP Thousand Oaks Chapter Leader

Luba Milgram, EA - Tax Advisor, 

Certified Divorce Financial Analyst,

Certified Tax Coach,

NTPI Fellow

Tel: (805) 719-2216


Luba helps small business owners, and high net worth individuals experience more freedom through structuring or restructuring their finances, by using a methodology that allows to pay less taxes, and invest in their business, life and future. She helps people get money they didn’t know they already had by using innovative tax reduction strategies. She started her career in a big tax preparation company, before ultimately starting her own business. For the last 18 years she has worked with clients in industries such as medical and dental care, IT, consulting, real estate, and more. Luba has always loved helping people, and while looking for the ways to legally reduce her clients tax liability, she has become very interested in the opportunities and loopholes hidden in the tax code.

Luba served as a Treasurer on the school board and local volunteer organization. She has also volunteered for the IRS Tax Assistance Program which aids low income individuals with their tax filings. She is an Enrolled Agent, Certified Tax Coach, Certified Divorce Financial Analyst, National Tax Practice Institute Fellow, and QB ProAdvisor.

DTP Founder

Neil Palache
The Wealth Creator Company For Women

Tel: (818) 606-7327

Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.