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Valuation Services
  • Business
  • Marital Asset
  • Pension
  • Estate

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

Business Litigation Support

  • Expert Witness Testimony
  • Partner Disputes
  • Shareholder Disputes
  • Contract Disputes

Expert Witness

  • Testify
  • Evidence Analysis
  • Case Strategy  

Forensic Services

  • Financial Record Tracing
  • Asset Tracing

Litigation Support

  • Document Review & Production
  • Witness Preparation for Depositions and Trials
  • Trial Preparation
  • Second Chairing  

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