An emotional event with long-term consequences
A person in the process of divorce needs the benefit of both legal and financial advice. We can provide critical tax and financial analysis with the goal of helping you and your attorney arrive at a just and equitable divorce settlement.
We look at the short-term and long-term consequences to you of the proposed divorce settlement. We provide you and your attorney options and recommendations. A key area we focus on is your personal cash flow needs both now and in the future.
Often a divorce involves business ownership issues. Our Business Appraisal Team can provide an accurate appraisal of the business entity on several levels. Retirement plan assets can also be an important part of a divorce settlement. We are experts in writing Qualified Domestic Relations Orders (QDRO) for attorneys in order to legally distribute the assets of pension or retirement plans.
David Gault and Bill Mason head our Divorce Services Team. David is a Certified Divorce Financial Analyst (CDFA) as well as a retired Certified Public Accountant (CPA). He offers 35+ years of tax, financial and divorce consulting experience. Bill is also CPA and an Accredited Senior Appraiser (ASA) in business valuation. In addition, he is Accredited in Business Valuation (ABV) by the American Institute of CPA’s.
Divorce Services News
Regardless of whether your client is on the paying end or the receiving end of an assignment in the division of an Oregon PERS account, there are new things to be aware of when devising your strategy. Recent changes at PERS…
Insufficient instruction in the Marital Settlement Agreement (MSA) or in the General Judgment (GJ) can cause a QDRO to deliver less than your client should have. QDROs address a number of important peripheral entitlements associated with the interest conveyed…