Mike and Kelly support negotiated and litigated cases with thorough and rigorous financial analyses.  We have successfully defended our work product in court.

Services include:

• Financial Declarations: We can assist in developing a client’s financial declarations.
• Pension Valuations: We calculate the present value of a spouse’s pension and the community/separate property allocation of the resulting asset value.
• Tracings: We determine separate and community property allocation for  assets and accounts that have been co-mingled, including real estate, investment accounts and 401Ks.
• Stock Option Analysis: We determine the apportionment of vested and unvested restricted stock options (RSUs) and Incentive Stock Options (ISOs) attributable to separate and community property based on current case law.
• Income Verification: We can determine the historical income of a spouse, including cases where the spouse is an owner-operator of a business.
• Forensic Accounting: We complete tracings and analytics to determine the source and use of funds.
• Cryptocurrencies:  We trace and value cryptocurrency assets.
• Insurance Claims: We document and verify lost income and business value.