What we do...

Asset Identification

• Assistance in preparing financial disclosures
• Forensic tax return reviews

Asset Characterization

• Stock option & RSU apportionment
• Separate property tracing
• Pension analysis

Asset Valuation

• Investment real estate analysis for division of P'ship & LLC interests
• Business cash flow analysis 
• Pension analysis and valuation 

Asset Division

• Break even analysis on keeping or selling the family home factoring in closing costs, embedded capital gains, and new housing costs
• Alternative and effective solutions for division/buy-out of life insurance policies 
• Non-traditional solutions for mortgage refinancing in a raising rate environment 
• Maintenance buy-out calculations 

Post Divorce Assistance

• Shopping for and obtaining alternate health coverage
• Carefully tracking COBRA and CA Health Exchange deadlines for QLE notification
• Updating Insurance policies for change in beneficiaries
• Real estate, brokerage & bank account transfers
• Explanation of changes to available social security benefits