Divorce is stressful and scary. I know because I am divorced. The extremely complex process of disentangling your life both personally and financially from someone else’s is emotionally painful, but there is light on the other side. Having a highly qualified and experienced financial expert on your team will ensure that your entire financial picture is assessed and maximized to your benefit.
I have over 25 years of financial services and advisory experience at Ernst & Young, UBS and HSBC and have specialized knowledge and experience in financial and tax issues related to divorce. I will work closely with you and your divorce attorney to help address and explain the complexities, guide you through any unique financial and tax issues, and ultimately create the best outcome for your future.
Through detailed financial and tax analysis and planning, we can develop a realistic picture of your current and future financial situation as you transition to your new lifestyle.
My expertise includes:
I hold the following certifications
Work in partnership with mediators and attorneys in contested and uncontested divorces to create a settlement that provides the best outcome for you
Manage all parts of the Discovery process including collecting, analyzing, and summarizing information. Conduct forensic investigations and asset tracing if necessary.
Perform detailed financial and cash flow analysis and projections to determine actual financial needs and ability to pay.
Prepare and analyze all required financial information and statements.
Create optimal settlement proposals and financial solutions. Evaluate and negotiate counter proposals
Optimize child support and maintenance (spousal support) arrangements for maximum efficiencies
Assess income tax impact of all proposals and identify tax savings opportunities. Prepare tax filings.
Identify and advise on treatment of separate versus marital assets and liabilities, including treatment of inheritances and gifts. Evaluate tax implications.
Perform valuation of domestic and foreign assets including: business investments, partnership interests, private equity, hedge funds, intellectual property, illiquid assets, trusts, etc.
Evaluate compensation plans, including deferred equity, option plans, IRAs, Roth IRAs, 401Ks, qualified and non-qualified plans and domestic and foreign pension plans.
Determine most efficient and cost effective Qualified Domestic Relations Order (QDRO) strategies.
Determine impact on social security, insurances, healthcare and COBRA.
Provide litigation support and testify as financial expert witness in court.