Divorce is a major life changing event that can have long term

financial and tax implications.

You agree that the best thing is to end your marriage and move on. You’re reasonable and can sit at a table together and discuss the situation. You want to avoid a costly court battle. Perhaps you really don’t even need a mediator. However, despite the fact that you are amicable, you have been married a long time and just don’t know where to start. You and your partner need financial guidance during your divorce in order to separate the finances fairly. You might have investments, retirement accounts, pensions, businesses, expenses, rental properties, etc. How in the world do you structure a property settlement that is fair and won’t get you into tax trouble? It’s possible that some creativity could save both of you taxes so you both get to keep more of your own money. Would you like to be able to see in black and white how a settlement would impact your futures? You have come to the right place. Working with couples as a financial neutral to help you come up with that win-win settlement is our favorite way to work. Get all those questions answered and more. Let us provide you with a kinder, gentler, more affordable divorce solution. With proper planning and preparation you can significantly minimize the financial and tax aspects of the divorce process. Increase the odds of arriving at a settlement that fully addresses all your needs and helps you start anew with your single life. We can forecast the short and long-term effects of any settlement. This way both partners have a clear view of their financial futures. We provide individuals, couples, and attorneys with financial and tax expertise through out the divorce process. With advanced training in all financial aspects of divorce including pension valuation, business valuation, marital vs. separate property and the tax optimization of settlements we help develop a creative settlement that makes sense for both parties. We are also trained as Domestic Relations Mediator and bring a collaborative approach to each case. Please call our office at (248) 816-1220 to set up a free consultation.

What We Offer:

•

Divorce Planning

o

Financial Projections

o Tax Projections o Past Tax Liability Review ▪ Our IRS Transcript Review detects IRS exams and CP2000 Notices six months in advance 90% of the time. ▪ Uncover potential past tax issues before the divorce not after.

•

Domestic Relations Mediation - Divorce Mediation

o As a neutral financial issue mediator for parties with or without attorneys concentrating on creative settlement options and complicated financial analysis; o In conjunction with an attorney as co-mediator to offer creative settlement options, financial analysis and strategies; o As consultant to one party to help level the playing field around financial knowledge and experience, generate creative options and financial strategies for settlement and help the party obtain the most financially advantageous settlement possible.

•

Attorney Support

o We have accurate and comprehensive analysis tools at our fingertips including long-term projections, retirement plan valuation, support scenario comparisons, and negotiation tools including child support and spousal support guidelines. o We provide an independent and unbiased view of the financial situation with no vested interest in any outcome. o Technical Skills and Analysis Provided: ▪ Preparation of net worth statements ▪ Preparation of cash flow statements ▪ Income available for support calculations ▪ Marital standard of living and lifestyle analysis ▪ Marital vs. separate property analysis ▪ Pension valuation ▪ Analysis of dependency exemptions, tax credits, and filing status decisions ▪ Alimony recapture analysis ▪ Lump sum spousal support buy-out analysis

•

Post Divorce Transition Assistance

•

QDRO - Qualified Domestic Relations Order

Resolve your divorce with the peace of mind that you have reviewed the financial and tax aspects in a proactive process. Please call us at (248) 816-1220 to set up a free consultation.