List of Services

  • Verification and analysis of income for support calculations;
  • Analysis of self-employed income – Schedule C, 1065 and 1120s returns
  • Forensics – Preparation of a family balance sheet and property statement;
  • Review of tax returns to identify assets, sources of income, undisclosed, transferred, hidden or obligated assets or carryover credits and refunds;
  • Forensics – Dissipation of marital assets;
  • Identification and analysis of tax planning opportunities and potential pitfalls;
  • Forensics – Cash Flow and Marital Lifestyle Analysis and evaluation;
  • Identification of living and discretionary expenses to determine need/ability to pay, for support purposes;
  • Analysis of financial assets and assistance in identifying financial discovery needs;
  • Forensics – tracing of separate and marital property;
  • Analysis of current or projected needs or paying abilities;
  • After-tax Alimony analysis and evaluation in light of the 2017 TCJA;
  • Child Support calculations;
  • Tax impacting of retirement assets and potential property distributions;
  • Analysis of financial and tax issues related to the marital home – sell, own jointly, buy out;
  • Analysis of unrealized capital gains and losses;
  • Identify and analyze career assets such as health, life and disability insurance, HSA/FSA accounts, ESOPs, ESPP stock plans, stock options (ISO, NQSO), Restricted stock (RSUs) and other assets in non qualified retirement plans;
  • Baccanti Formula analysis of all types of stock options, review of vesting schedule and grants of options during the marriage;
  • Analysis and evaluation for Contribution cases for marital assets like real estate;
  • Analysis of short and long-term settlement proposals and their effect on Net Worth and Cash Flow;
  • Review and analysis of estate planning documents;
  • Assisting in post-divorce transfers of assets, changes of beneficiaries and execution of QDROs.