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Case Studies

Our practice focuses on providing comprehensive support for our clients through mediation and divorce financial coaching services.  This includes providing our clients with expertise beyond the average family firm.  The included case studies demonstrate how we can assist you in making the best decisions for you and your family, financially and otherwise, in contrast to your average family law process.

Country House

House Complexities

When deciding what to do with your home at the time of your divorce, it is critical to consider factors such as title versus mortgage, taxes, and future buyout implications.​

Rental Property Misinformation

Often, rental properties are viewed just as any other real estate.  This is an oversimplification of the asset, as we also have to deal with complex issues such as depreciation recapture, net investment income tax (NIIT), as well as other tax and closing cost considerations.​

Apartment for Rent
Men with Calculator

Tax Troubles

Over the years, we have continued to see more and more clients where we uncover hidden finances or other issues with a review of their taxes.​

Long-term v. Short-term Planning

It’s very common for my clients to be thinking short-term.  They are going through one of the most challenging times in their life, and that means they are in survival mode, in most cases, just trying to get through to the other side.  Regretfully, this short-term thinking can result in a lot of long-term problems. â€‹

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