I take the financial chaos of separation and divorce and consolidate the data into a comprehensive analysis that provides recommendations, solutions, tax analysis, worksheets, affidavits, etc…
Written evaluation of the parties’ financial situation
Prepare the Statement of Financial Standing
Prepare Equitable Distribution Affidavit
Prepare child support worksheet
Prepare marital asset spreadsheet
Prepare written proposals for grossed up alimony, child support, and distribution of the marital estate
Evaluate the appropriate choice of assets
Prepare Document Request
Perform tax calculations and tax reviews of both parties
Perform tax planning
Perform preliminary pension valuations (I am not a certified pension appraiser)
Perform preliminary business valuations (I am not a certified business appraiser)
Perform income rebuilding calculations (especially for cases where the financially supporting spouse is self employed or a small business owner)
Perform document review
Perform transaction tracing
Perform asset tracing
Develop budgeting projections
Perform future financial projections (so a client does not outlive the financial settlement)
QDRO preparation
Perform tax preparation for individuals
Prepare calculations for “after tax” alimony buyouts
