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SERVICES FOR ALL ASPECTS OF FAMILY LAW

There are several factors to consider during a marital dissolution, including valuation issues (business, asset and property), your personal balance sheet (financial condition), and a lifestyle analysis (confirm spending and post-divorce financial picture). An analysis of your accounting, financial and tax records is a strategic step in this process as you work with outside counsel.

A TRANSPARENT APPROACH DURING A MARITAL DISSOLUTION

VALUATION ADVISORY SERVICES

  • Valuation of business and business interests, including personal goodwill
  • Valuation of stock options, securities and other non-marketable assets
  • Preparation of the marital balance sheet

FORENSIC ACCOUNTING AND DISPUTE RESOLUTION SERVICES

  • Expert witness testimony
  • Tracing and analysis of pre and post-marital assets, including dissipation of assets and unreported income
  • Determination of income available for support and maintenance
  • Review and consultation on proposed financial settlements
  • Lifestyle analysis and cash flow projection

TAX CONSULTING & PREPARATION SERVICES

  • Post-divorce tax preparation and planning
  • Cost basis and embedded gain analysis
  • Pre-settlement tax strategies

WEALTH MANAGEMENT SERVICES*

  • Investment management and suitable asset allocations
  • Life insurance review, modification and procurement

*Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.  

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