Income

• Collect accurate and complete information about income streams, deductions, etc.

• Determine income that should be counted by self-employed or in closely- held businesses

Lifestyle/Living Expenses

• Determine the resources a spouse needs to maintain his/her lifestyle

Pensions and Retirement Plans

• Help to decide whether pensions need to be divided, or valued for offset with other assets

• Value pensions

• Ensure that pensions are divided correctly, taking into account separate/marital portions, vesting, etc.

• Advise on what should be included in the separation agreement regarding pensions so that it mirrors the content of the Qualified Domestic Relations Order (QDRO)

• For attorneys, review QDROs drafted by opposing counsel to ensure that they include all aspects needed to protect client

Forecasts

• Take all the relevant information and provide forecasts of cash flow and net worth to assist in decisions about maintenance and child support

Taxes

• Show tax impact of decisions, including deductions, child deductions, maintenance

• Help to avoid possible tax problems such as recapture, capital gains, approved retirement scheme penalties, etc.

• Help to decide who should take child deductions and what filing status to use

Valuation

• Value business interests, or reviewing the valuation done elsewhere

• Value stock options, stock in private companies, deferred compensation, and trust interests

Separate Property Tracing

• Determine whether the separate property claim of a spouse is in fact separate, and if so, the value

Dissipation of Assets

• Determine whether marital funds have been used or transferred inappropriately by a spouse