Who We Serve
Tax expertise for every participant in dissolution proceedings — from discovery through decree and implementation.
Audiences
Select your role to see how we support your matter.
Family Law Attorneys
Valuation experts address what assets are worth. Tax experts address what they cost to transfer, divide, or sell — capital gains, retirement plan division, business extraction, and trust structures.
Critical stages for tax analysis include:
- Financial disclosure and asset schedules
- Settlement proposal modeling
- Marital settlement agreement drafting
- Expert preparation for contested hearings
High-Net-Worth Clients
Tax consequences of a dissolution agreement are often permanent. Business interests, retirement assets, and investment portfolios can create liabilities that exceed the apparent value of the split.
Engage a tax expert before signing — typically through your attorney. We provide independent analysis at the right stage of your case.
Mediators & Courts
Mediated settlements need the same tax awareness as litigated ones. Neutral expert analysis helps ensure agreements reached in good faith do not create unforeseen tax liabilities.
We accept joint expert appointments and provide court-compliant reports for family and general jurisdiction matters.