Client Services
Family Law Support
- Expert Witness Testimony
- Mediation or Co-Mediation (by an attorney and a certified financial professional)
- Collaborative Law Services (legal and financial)
- Asset Valuation
- Valuation of Closely Held Businesses and Professional Practices
- Pension Valuation
- Valuation of Trust Interests and Inherited Assets
- Thomas Analysis
- Calculate Separate and Marital Assets
- Settlement Analysis
Child Support Calculations and Alternatives Preparation of Child Support Worksheets, DRFAs and Net Worth Statements
- Analysis of Retirement Plans & 401K Plans
- Arbitration
_______________________________________________ - Expert Witness Testimony
Partner Disputes Shareholder Disputes Contract Disputes
Expert Witness- Testify
- Evidence Analysis
- Case Strategy
Accounting & Tax Services- Preparation of Individual, Corporate and Estate Tax Returns
- General Accounting
- Bookkeeping
- Reviews and/or Compilations
- Financial Statements
- Financial Projections
- Cash Flow and Budgeting Analysis
- Quick Books Support
Financial Planning Services- Comprehensive Financial Planning
- Estate Planning
- Retirement Planning
- Business Continuation Planning
- Insurance Planning
- College Planning
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