Most anyone can find a few people to say nice things about them. Therefore, although I have received plenty of accolades and recognition as a divorce financial professional, I won't bore you with a lot of sanitized glowing remarks about how wonderful I am.
The reasons for "no testimonials" are simple. Because I am a licensed financial professional, subject to extensive regulations, I am prohibited from using testimonials. I adhere to these regulatory restrictions in all that I do, follow the rules, and practice to my highest standards at all times. The logic to such a restriction is that quotes from a few people will not accurately represent 100% of the opinions, held by 100% of the people, 100% of the time. I think that is good reasoning.
Evidence of the respect and admiration I have earned as a divorce financial expert, among professionals as well as clients, is confirmed by continued:
- Requests to speak at professional and community events
- Requests to serve in professional leadership roles at the national level
- Coverage by the press regarding my services and accomplishments
- Requests to write on professional topics for multiple publications
- Referrals from other professionals as well as highly satisfied former clients
I hope that these indicators of who I am, what I do, and how I can help you with your divorce provide the reassurances you need to consider using my services.
05/21/2018Dependent Children and Tax Benefits
The conversation regarding which parent should claim the children as dependents has changed dramatically since the recent tax reform, effective January 2018, eliminated the personal exemption. Yes, that $4,050 (in 2017) tax exemption per child is gone. Parents will not even get that exemption for themselves. This is causing extensive confusion among attorneys and clients alike. The Parenting Plan template has not been revised to reflect this and still contains an entire section dedicated to which...
12/28/2017Tax Reform Effects Upon divorce
The most significant tax reform in thirty years was signed into law December 22. With barely a week to understand how it impacts all open and future divorce cases, it became effective January 1, 2018, unless otherwise noted. Many of the provisions have sunset dates, upon which rules will revert to pre-2018, unless extended. Alimony, beginning January 1, 2019, will not be tax deductible for payer, nor taxable to the recipient. Modified orders, after that same effective date, will adhere to the...
11/09/2017Tax Overhaul Targets Alimony
Content of the Tax Cuts and Jobs Act (TCJA) was revealed last week and, as it now stands, alimony discussions will change dramatically. If approved in its current state, on this issue, going forward as of January 1, 2018, no alimony will be tax deductible for the payer, nor taxable to the recipient. This includes all alimony modifications made after January 1. All standing alimony orders will retain their current tax status for payer and recipient. The TCJA is the most sweeping tax reform proposed...