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116 Results

  • Tax Strategies for Small Businesses

    Product not yet rated Recorded On: 03/22/2016

    Jonathan Gorman, CPA, CDFA, discusses tips for small businesses to minimize their tax exposure while maintaining compliance with IRS requirements. Topics include a discussion on small business tax deductions, tax strategies for new businesses, incorporating your business, and under-utilized tax deductions.​

  • Dividing Retirement Plan Assets in Divorce

    Product not yet rated Recorded On: 01/19/2016

    Retirement assets are usually the first or second largest asset in the marital estate. Howard Phillips discusses the most important issues that come up when dividing retirement assets, including 401(k) plans, profit-sharing plans, pension plans, and 457 plans.​

  • 529 Plans: Worth a Second Look

    Product not yet rated

    When considering the financial aspects of a divorce, every asset is worth a second look. In many cases, the parties have 529 plans for their children’s college education. In most mediated settlements, the parties put the 529 plan in the children’s column and there is little discussion over which parent will manage the account. Most clients are not familiar with the rules and regulations that govern 529 plans.​

  • Divide and Conquer: Stock Option Considerations

    Product not yet rated

    Divorce finance analysis has many flavors and variations. There is a feeling of confidence in working on parts of the analysis that have a straightforward trajectory. However, there are many phases of the process where the devil is definitely in the details and a deeper procedure is involved in trying to research and get a handle on the right information that applies to your client’s circumstances. One such area is stock options and restricted stock units.

  • Holistic Planning in Divorce

    Product not yet rated

    Once the decision has been made to pursue a divorce, many people fall back on their primitive instincts of fight or flight—the automatic impulse brought on by our subconscious mind to protect us at all cost. It is both healthy and costly to allow these emotions to come out. Allowing these emotions to take over our financial decisions during a divorce can lead to unfavorable consequences—especially over the long term.​​

  • Top 10 Questions to Ask Divorcing Clients

    Product not yet rated

    For a financial professional in the divorce niche, the basic information to get from a new client is simple—place of residence, length of marriage, gross salary, and the like. But to truly get to know a client’s situation and needs, it is important to dig a little deeper. Here are ten questions to ask new divorcing clients.