Capital Gains Tax
Section 1041 transfers, basis carryover, principal residence exclusion, and gain recognition on later sale.
Section 1041, basis, holding period, home sale exclusion
Comprehensive tax expertise across every dimension of matrimonial asset division.
Section 1041 transfers, basis carryover, principal residence exclusion, and gain recognition on later sale.
Section 1041, basis, holding period, home sale exclusion
Transfer tax implications of marital property division and trust structures in dissolution.
Gift tax, estate tax, trust transfers
State transfer taxes, investment real estate, and coordinated federal gain planning.
Transfer tax, investment property, FIRPTA
QDRO mechanics, qualified plan division, IRA treatment, and withholding on distributions.
QDRO, qualified plans, IRA division, withholding
Pass-through interests, compensation vs distribution, buyout tax, and earn-out structures.
S-corp, partnership, buyout, earn-out
Foreign accounts, trust reporting, FATCA, and treaty analysis in domestic proceedings.
FATCA, foreign trusts, information returns
Filing status, support payment tax treatment, and post-dissolution income planning.
Filing status, alimony, business owner income
International portfolios, multi-jurisdiction residence, and treaty relief.
Treaties, foreign assets, residency