Remember Alimony Recapture in 2018: Keep Up with the Calculations to Save Your Clients Money

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By now, most divorce financial planners are aware that the recently enacted tax bill will end the favorable tax treatment of alimony payments for divorces finalized after December 31, 2018. However, for the remainder of this year, it is important to remain vigilant about the existing tax rules, especially as clients race to finalize their divorces before the new tax law takes effect.

Sam Hubbard

MBA, CFA, CDFA®

Founder, Coastal Divorce Advisors

Sam Hubbard is a Savannah native who obtained his undergraduate degree from Furman University in 1999. Following graduation, he worked for Merrill Lynch’s international wealth management division in New York City for 16 years, working with high net worth and ultra high net worth clients. During his time in New York City, he obtained a Masters in Business Administration (MBA) with a dual concentration in finance and management from Fordham University. In addition, he earned both the Chartered Financial Analyst (CFA) and the Certified Divorce Financial Analyst (CDFA) designations.

Seven years ago, Sam returned to Savannah and founded Coastal Divorce Advisors, a firm that specializes in divorce financial analysis. Sam also founded Coastal Capital Management, LLC, a Registered Investment Advisory firm. He has testified over 25 times, and has been qualified by 13 different judges and 1 arbitrator in 4 different circuits in Georgia. Sam has also testified in several jury trials.