Is your teen working this Summer? Parents don't miss this tax strategy! Wealth building starts now and it starts with you.

In my previous blog, I explained how Form 5498 can reveal important information about retirement accounts, contributions, and account values that may not be obvious from a tax return alone. But Form 5498 is just one piece of the financial puzzle. During divorce, the biggest mistakes often happen when someone assumes that the documents they receive tell the entire story. The reality is that financial details are often spread across multiple statements, tax forms, and records.

Divorce financial discovery rarely looks like hidden safes or offshore accounts. More often, hidden cash leaves quiet fingerprints in ordinary paperwork. Retirement contributions appear in years when someone claims money was tight. Investment balances grow while reported income stays flat. Tax forms arrive after financial disclosures have already been filed. Hidden money is usually not truly hidden. It is fragmented. A deposit here, a contribution there, a form that doesn’t

If you’re going through a divorce, one of the most important and stressful documents you’ll complete is the Case Information Statement (CIS). It’s detailed. It’s financial. And for many people, it feels overwhelming. The CIS is not just paperwork. It tells the financial story of your life. Your income, spending, assets, debts, and lifestyle all live inside this document. Judges, mediators, and attorneys rely on it to make major decisions about support, asset division, and fin

Divorce settlements are meant to create financial clarity and stability for both parties. Considering protections like life insurance for alimony obligations is one way to ensure that financial support remains secure even if the unexpected occurs. If you are navigating divorce and want to better understand the financial implications of your agreement, working with a CPA who understands divorce-related financial planning can help you make informed decisions at every stage of

Giuseppa Maceri, CPA, IRS CAA Divorce isn’t just the end of a relationship — it’s a major life reset. Just like you might clean out your closet during a fresh start, this is the perfect time to declutter your finances and get clarity around your financial future. Decluttering emotional baggage is not easy! Decluttering financial assets? Even harder — especially if you’ve never handled them before. That’s where having the right team makes all the difference. Why Decluttering

During the pandemic, many people shifted to a “work from home” scenario. Expect more IRS scrutiny in the coming year as it relates to...

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