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Our principals have over 40 years experience as financial advisors and forensic accountants, helping individuals, businesses and attorneys on their accounting, tax and litigation matters. Our principals have been hired by Fortune 500 companies to help them identify losses, disclose business value and safeguard their assets. We unlock the mystery behind the numbers and that is invaluable to our clients. In fact, we are so well-respected that we were hired by our state's CPA Society to teach our peers how to interview suspects and how to detect possible fraud. Further, our litigation principal has been hired by several governmental bodies to audit units of the government and identify any misconduct or mismanagement of funds.
YOU WANT US ON YOUR TEAM.
How we assist in the Marital Dissolution Process:
Analyze income from various sources including W-2 Earnings, K-1 and other Shareholder Income, Investment and Dividend Income, Business Income and calculate child support, unallocated support and maintenance.
Prepare multi-dimensional financial analysis, valuations and models for estates, including the analysis of numerous types of investments such as restricted stock, preferred stock, bonds, limited partnerships, investment real estate and life insurance.
Determine the present value of pension and retirement plans and analyze the various distribution options in the short and long-term.
Convene with all parties to discuss concerns and needs of each individual, the children and the family as a whole. Structure specialized and customized divorce financial models and divorce financial settlements that supports the needs of each party.
Develop asset allocation and maintenance/support scenarios to meet each party's individual current and future needs and risk tolerance.
Review and determine the viability of asset settlements, support options, etc. to determine if the short and long-term effects of current decisions meet the parties' needs.
Develop various tax calculations and analyze tax consequences of asset allocation and maintenance scenarios to ensure that the divorce settlement is, in fact, what the parties intended.
Analyze current and historical trends to make a reasonable estimation of returns and inflation which must be incorporated into financial planning.
Prepare short and long-term income and cash flow analysis models, based upon asset allocation scenarios, anticipated investment return, living expenses and earnings to determine financial solvency of each party - in the short and long-term.
Analyze current and projected future financial position of each party to ensure equitable distribution and proper future financial planning.
Trace the source and use of funds for basic and multi-million dollar estates, establishing the propriety of transactions. Our financial analysis models have been successfully utilized in court to support or refute charges of dissipation.
Investigate and analyze the activity in various accounts, financial statements and tax returns. Analyze bank deposits, earnings, expenses and identify potentially fraudulent accounting transactions, interview key witnesses, and quantify potential losses.
Investigate and analyze transactions and activity tracing thousands of transactions for multiple accounts, income streams and expenditures. Identify missing funds, unrecorded transactions and propriety of uses.
Perform limited or full business valuations utilizing the income, market and asset approaches for various industries and multiple sizes of business.
Identify unusual or non-recurring earnings and expenditures to appropriately determine the actual cash flow of the business.
Determine the present value of various future income streams including pensions, annuities and other assets to be paid in the future.
OUR PROCESS - 3 OPTIONS OPTION 1 - EXECUTIVE BRIEFING ON DIVORCE OPTION 3 - NEED CONSULTING IMMEDIATELY
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