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