In my last newsletter, I gave you what I hope is a good working overview of executive compensation such as stock options. I explained how this type of “payment” is purposely deferred, typically over a rolling period of several years, in order to incentivize the employee to stay with the company, and also help it grow, so that he or she can eventually cash in on its growth and heftier stock price.
Read MoreI like to say that there are three parties in any divorce: The husband, the wife, and Uncle Sam. Because everyone agrees that the less we can give to that greedy uncle, the more that’s left for the remaining two parties.
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Julie had the great honor of being a guest on Nina Blaicher’s "See the Upside" Podcast. She was able to share her insight on money and the myths that surround it.
Read MoreI’m going to stick my neck out here and offer you something entirely free, something you’re guaranteed to find incredibly valuable, which will make you look like (even more of) a hero to your clients, with absolutely no obligation to engage me or my services whatsoever.
Read MoreImagine how a CPA and tax expert, like me, cringes when she hears people who are not tax experts, casually tossing around tax “advice.” Yup. I’m talking about family law attorneys. Let me count the ways...
Read MoreHere’s a financial vocabulary word that many women facing divorce don’t understand: “fungible.” It means that items are basically interchangeable in value.
Read MoreIn my last newsletter, I addressed the topic of the AFI: the Affidavit of Financial Information. More specifically, I addressed it from the point of view of a woman facing divorce, and the challenges that she (and by extension, you) face when trying to complete it.
Read MoreOne of my attorney clients once told me, “The AFI, hands down, is the most important thing you can help with.”
Read MoreI’m a numbers person. As an attorney, I’ll guess that you’re not. (One of my attorney clients told me, in a moment of candor, “When I went to law school, they promised me there wouldn’t be any math!”)
Read MoreAs an attorney, sometimes you’re handed a no-brainer case, almost like a gift. On the surface, this Jane Doe story will seem like one of those. Which begs the question: Why did Jane’s attorney, in this story, call on me?
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