Litigation Services
Practice Areas With Examples - Divorce

• Asset discovery
      Searches for unreported, partially reported, and undervalued assets
  
• Cash flow analyses
      Trained and licensed on DivorcePlan™ software to provide projections of cash available for living expenses and growth (or use) of savings
      Consideration of trusts and insurance to assure future child support and/or separate maintenance, including tax planning to avoid potential severe tax pitfalls
  
• Child support
      Cash flow projections to indicate cash excess or shortage in future years
      Assistance in assuring fairness of financial affidavits which directly influence child support awarded
      Consideration of non-recurring child-related expenses, such as lessons, college, and medical and dental expenses
  
• Divorce Plan™ software projections
      Trained and licensed to utilize this software to project and graphically present future cash flows, net worth, investments, and retirement savings
  
• Financial analysis
      Assistance in preparation of financial affidavit, as well as analysis of other spouse's affidavit
      Specialized analyses of tax consequences and real estate and business cash flow projections
  
• Forensic and financial investigative services
      CFE (Certified Fraud Examiner) on staff to investigate and testify if necessary regarding missing assets, double-counted expenses, hidden income, undervalued businesses and similar situations
      See Fraud Services for more information
  
• Lifestyle and spending analyses
      Analyses to determine appropriate spending levels and needs based on established lifestyles
  
• Net worth analysis to document unreported income
      An approach used to search for and document suspected hidden income or unreported assets
  
• Pension valuation
      The variety of pensions and retirement savings vehicles requires specialized knowledge to place accurate valuations on these major marital assets
  
• Pre-nuptials and post-nuptials
      Assist with gathering and analyzing asset and income information for preparation of agreements
  
• Post-divorce modifications and collections
      Fraud services to assist in location of assets and collection of delinquent child support and separate maintenance payments
      Analyses in many areas to document changed circumstances relating to requests for modification
  
• Property settlements
      QDROs (Qualified Domestic Relations Order relating to certain types of pensions and retirement plans) must be correctly worded, in agreement with plan documents, and timely court-approved to avoid potential tax and other problems
      Consideration of tax consequences inherent in various property settlements - both currently and in the future
      Cash flow projections to indicate cash excess or shortage in future years as a result of the property settlement
      Planning to avoid major potential IRS problems with poorly worded or improperly planned settlements
  
• Separate maintenance
      Cash flow projections to indicate cash excess or shortage in future years
      Planning to avoid major potential IRS problems with poorly worded or improperly planned settlements
• Settlement projections
      Trained and licensed on DivorcePlan™ software to provide projections of cash available for living expenses and growth (or use) of savings
      Creative alternatives for "problem" situations
  
• Tax planning and tax analyses
      As CPAs with specialized training in the tax aspects of divorce, we can assist in the structuring of settlements to reduce taxes and avoid potential tax traps
      Projections can include tax consequences of various settlement proposals
  
• Tracing of separate versus marital property
      Services to document status of claimed separate property and tracing of funds and assets relating to such claims
  
• Valuation of marital estate
      Help in determining fair and consistent valuations of all marital assets
      Consideration of possible tax consequences of any planned sale of assets
      Valuations of stock options, pensions, retirement accounts, and investments

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