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Why Form 5498 Matters in Divorce: The Small Tax Form With Big Financial Clues
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
Giuseppa Maceri
May 133 min read


How a CPA & Divorce Financial Coach Can Help With the Case Information Statement
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
Giuseppa Maceri
Apr 253 min read


Turning Pain into Prosperity: Crafting a Financial and Tax Strategy After Divorce
Transform the emotion into wisdom. There is a financial path forward post divorce. Let's strategize.
Giuseppa Maceri
Mar 214 min read


What are the tax implications of buying a house with my significant other, but we're not married?
Considering purchasing a new home before marriage? Sounds great, but a few things to consider. It’s very likely you will need a mortgage...
Giuseppa Maceri
Jul 9, 20221 min read
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