This newly updated guide for matrimonial lawyers and accountants is the companion publication for Feder's Valuation Strategies in Divorce. In individual chapters, detailed information is provided on how to evaluate specific types of marital assets; the particular accounting and financial conventions that affect the owner's income from the asset and the value of the asset; and the rules, regulations and issues peculiar to the particular asset. The reader is also provided with checklists of documents needed to appraise the asset, sources of industry information, lists of trade associations and journals, a bibliography, and a case study and report. Part I on closely-held corporations contains chapters devoted to automobile dealerships, media companies, high-tech companies, property and casualty insurance companies, construction companies, and small businesses such as bars, restaurants and gas stations. Part II covers the evaluation of various professional practices, and Part III discusses the valuation of different types of real estate assets. Federal civil service pensions, military pensions and the pensions provided by Fortune 500 corporations are examined in Part IV. The methodologies for evaluating personal property, such as gems, jewelry, and oriental rugs are found in Part V. Besides aiding attorneys and accountants, this publication will be of great assistance to appraisers, actuaries, and pension experts.

A straightforward and practical reference for the complicated tax and financial topics of divorce Professionals specializing in the field must understand the financial and tax aspects of divorce in more detail than ever before–and the issues are more complicated than ever before. The J.K. Lasser Pro Guide to Tax and Financial Issues in Divorce is designed to arm professionals with the information they need to best serve their clients in dealing with the complex finances of divorce. Practical and accessible enough for nonprofessionals, the book also helps those worrying over their own divorce understand the topics they must deal with. Examples, guidelines, forms, tools, and checklists complement expert discussion of these issues and more: Valuing interests in closely held companies Finding the right lawyer and accountant for your divorce Negotiating the settlement Tax implications Research and investigation in the discovery phase Subpoenas and requests for documentation Marital versus nonmarital property Analyzing and determining one’s true economic income Alimony and other maintenance payments Dissipation Mediation and collaborative law for divorce Please visit our Web site at www.jklasser.com

The first was to create a theory to support the practice of divorce mediation. This was born of my belief that the early proponents of divorce mediation had failed to sit down and ask the basic questions that the founders of any new field should pose. The result was that they concluded that if the problem was that divorcing couples had turned to adversarial divorce proceedings, the solution was to provide them with a nonadversarial one, or at least a less adversarial one. As a result, though they considered divorce mediation to represent a repudiation of adversarial divorce proceedings, they unwittingly accepted and incorporated into their thinking, and therefore into their practices, the answers given to those questions by our adversarial legal system and, with it, literally all the assumptions and all the values that informed and gave support to them. Worse, they unwittingly adopted and were then held captive by the picture of the world of divorce subscribed to by our adversarial legal system.

Value of Pensions in Divorce, Fourth Edition, provides guidelines for financial advisors, divorce attorneys, and pension actuaries through every stage of the pension valuation process - from preliminary client interview to review of pension valuation reports, drafting of qualified domestic relations orders (QDROs), and cross-examination of expert witnesses. Mathematics are kept to a minimum, and legal principles and concepts of pension valuation are translated into plain English and illustrated with examples, sample court orders, and pension documents. The revised and expanded Fourth Edition includes detailed explanations and examples, as well as updates on standard topics. It introduces new approaches and new concepts relevant to everyday practice. It also offers practical applications of the values, allocations, and settlements of pensions in marital dissolutions. Included in this Fourth Edition are: Statutory case law and references where appropriate The "why" and "how" of pensions of all kinds Detailed actuarial valuations of pensions Sample QDROs An extensive Glossary And more! Value of Pensions in Divorce is intended to explain and illustrate complicated subjects in plain English for a wide audience. The concepts, methods, procedures and details apply in all 50 states, over all kinds and types of retirement programs. The many examples bring to life the vast array of approaches and assumptions for the valuation and treatment of all pensions, profit sharing, 401(k) plans, IRAs, governmental and union plans. While laws of statute and cases change over time, actuarial methodologies remain consistently rational and reasonable whether benefits are considered community property and/or subject to equitable distribution or any other formulated allocation. Value of Pensions in Divorce will provide the answers and straightforward guidance through the complex area of the important subjects covered.

For anyone representing lawyers, doctors, and other professionals or their spouses, one of the thorniest problems in divorce cases continues to be assessing the worth of the professional practice. Valuing Professional Practices and Licenses has been used nationwide as the essential practice guide in this area of matrimonial law. Over 45 chapters newly revised by a team of savvy matrimonial practitioners offer complete and current information on the valuation of professional practices, degrees, and licenses. There is also coverage of difficult topics such as merger, double dipping, celebrity goodwill, and how to best represent clients in these complex cases. Plus, the updated Fourth Edition has been expanded and revised, with new chapters on key topics such as the difficulties of representing lawyers in divorces, the various factors included in the sale of a law practice relevant to valuation for divorce litigation, the effective use of financial experts, and the bankruptcy aspects of awards of professional assets. With Valuing Professional Practices and Licenses' legal analysis and expert commentary, valuation Examples & Explanations, sample reports, checklists and forms to use for discovery, and sample question-and-answer sequences, you'll be fully prepared to represent your professional clients efficiently and successfully.

Value of Pensions in Divorce, Fifth Edition provides guidelines for financial advisors, divorce attorneys, and pension actuaries through every stage of the pension valuation process - from preliminary client interview to review of pension valuation reports, drafting of qualified domestic relations orders (QDROs), and cross-examination of expert witnesses. Mathematics are kept to a minimum, and legal principles and concepts of pension valuation are translated into plain English and illustrated with examples, sample court orders, and pension documents. Value of Pensions in Divorce includes detailed explanations and examples, as well as updates on standard topics. It introduces new approaches and new concepts relevant to everyday practice. It also offers practical applications of the values, allocations, and settlements of pensions in marital dissolutions. Features include: Statutory case law and references where appropriate The andquot;whyandquot; and andquot;howandquot; of pensions of all kinds Detailed actuarial valuations of pensions Sample QDROs An extensive Glossary And more!

Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare

According to the U.S. Census Bureau, the average woman's family income drops by 37% after divorce. Do you know what assets or how much alimony or child support you are entitled to receive? Has your spouse threatened to leave you penniless? Have you spoken to an attorney and gotten sticker-shock? Do you earn too much money to qualify for free legal aid? This book was written to help the low- and moderate-income women the legal system has abandoned by walking a hypothetical self-represented woman step-by-step through the divorce process, including: -- How to prepare financially to stand on your own two feet; -- What the court can, and cannot do for you; -- 'Legwork' that can save you money on legal fees and help you get a better outcome; -- How much child support and alimony you might be entitled to receive; -- Custody disputes … 'fatal flaws' and how you can fix them. -- How to show a judge that your spouse is lying about their assets and income; -- What property you are entitled to receive … and should ask for; -- Ways vindictive ex-spouses can hide money … and how to prove they are lying; -- Real life dirty tricks, traps, and pitfalls highlighted so you can avoid them; -- How to find a good attorney (if you can afford one), save money on legal fees, or combine “a la carte” legal advice with your own efforts if you can't afford to hire a full-service attorney; -- Mediation and court-connected Alternative Dispute Resolution … benefits and pitfalls; -- How to dig up information your spouse doesn't want you to know (discovery) like an attorney; -- Common court forms and how to fill them out; -- Separation Agreements dissected and clarified; including two blank fill-in-the form boilerplates which you can download and use in your own divorce; -- Sample discovery requests and motions – we’ll dissect each motion and show what information you can use it to get; -- Sample hearing scripts for common court hearings (including Restraining Order hearings, Temporary Order hearings, Custody Dispute hearings, Contempt hearings, and parts of a mock-Trial); -- Restraining orders … how to get one … how to keep one; Filled with helpful examples of common court forms and legal pleadings, this book will introduce you to everything you NEVER wanted to know about divorce … but need to come up to speed … FAST!!! This is the only self-help legal book written by a woman who was once in your shoes who later went back to school to become an attorney! BONUS: links to download, edit and print blank Separation Agreement forms. The 6th Edition has been completely updated with the latest case law, including ways to sensitively handle a Christian divorce, caveats regarding same-sex couple custody disputes post-Obergefell, and a completely rewritten Separation Agreement chapter with suggested clauses for unusual situations such as extraordinary school fees, private school or homeschooling. Book 1 of the "Divorce Bootcamp Self-Help Legal series" . KIRKUS: “A solid, informative self-help divorce guide. This exhaustive…guide covers a range of topics related to contested and uncontested divorces, including how to gather documentation of assets, estimate child support and alimony, and even, if necessary, obtain restraining orders. She discusses many topics related to asset division and child custody, including marital debt and visitation rights. The book is aimed at the broadest possible audience, but also discusses variations in state laws.” (Review of the 5th Edition). . Legal Disclaimer: This book is not meant to constitute legal advice. The author is licensed to practice law in Massachusetts. Links have been provided to direct women to their local court resources in all 50 states, but the court forms, case histories and property division examples used are loosely based upon Massachusetts examples. This book is NOT a replacement for consultation with a licensed local attorney.

A comprehensive guide to the theory and application of valuation, along with useful models, tools, and tips for analysts Financial Valuation: Applications and Models provides authoritative reference and practical guidance on the appropriate, defensible way to prepare and present business valuations. With contributions by 30 top experts in the field, this updated edition provides an essential resource for those seeking the most up-to-date methods, with a strong emphasis on applications and models. Coverage includes the latest approaches to the valuation of closely held businesses, nonpublic entities, intangibles, and other assets, with comprehensive discussion on valuation theory, a consensus view on application, and the tools to make it happen. This 5th edition has been revised throughout, introducing new and extended coverage of essential topics like: S Corps, discounts for lack of marketability, cost of capital resources, cash flow methods, depositions and trials, and more. Packed with examples, checklists, and models to help navigate valuation projects, this book is an excellent practical tool for working professionals. It also provides hundreds of expert tips and best practices in clear, easy-to-follow language. The companion website provides access to extensive appendix materials, and the perspectives of valuation thought leaders add critical insight. Learn the art and science of estimating the value of businesses, including closely held businesses and nonpublic entities Determine the monetary value of intangible assets like goodwill, intellectual property, and brand recognition Update your knowledge with the latest valuation methods, approaches, and tools Use checklists, templates, models, and examples to make your valuations easier Business valuation analysts, CPAs, appraisers, and attorneys—as well as anyone aspiring to those careers—will appreciate the comprehensive theory and thorough practical guidance in Financial Valuation: Applications and Models.

A state-by-state analysis of the certificate of need statutes, regulations, case law, and key state health department personnel.