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You know the law. Things like gifts and inheritances are separate, not community, property. If things were only so simple. It’s hard to think of a divorce case in which the separate and community funds were not eventually commingled, thus necessitating the topic of this article: Separate property tracing.

Quick question: An affluent woman calls your office. She’s interested in retaining you as her attorney in her upcoming divorce. What’s the very first thing your front office person asks her?

“Tax season” would seem to end on April 15th. Right? Well, for a lot of people, that answer is “Yes,” but for the affluent divorcing women that you and I both serve, the answer is more like “Not really.”

The AFI—the Affidavit of Financial Information—is perhaps the quintessential first step of your case with any divorce client. It’s also probably the step where things, all too often, grind to a halt.

When affluent couples divorce, the affluence is often a product of multiple real estate holdings. I see a lot of these cases; I’m sure you do, too. These are some of the most complicated apples-to-oranges asset-valuation challenges there are.

Let me be candid: As an attorney, you deal with divorce every day. There’s likely little you haven’t seen. As for me, I’m a CPA, a CERTIFIED FINANCIAL PLANNER® professional, and a Certified Divorce Financial Analyst® professional.

In this article, I’d like to, quickly, arm you (and her) with a little information you both can use to help her minimize her tax burden, while helping to craft an equitable settlement—including the tax portion.

As a married woman, you’ve been a homeowner for years. Now divorce is looming. Will you suddenly be forced to rent? Can anything possibly be worse?

For every time you’ve been faced with a complex case—such as one with a lump-sum spousal-maintenance payout, or a complicated asset mix with hidden tax implications—and told your client, “You should talk to your tax or financial advisor,” I have a new service for them… and you.It’s simple.