When you start developing your retirement strategy, no matter your age, it is essential to consider several key factors, especially if you have a complex financial portfolio. Here are some thoughts and questions we like our clients to consider during our initial consultation with them: What are your current income streams Where do they come […]

Crossover Issues Between Family Law and Dependency: An Attorneys View At our May 3, 2012 San Gabriel Valley Study Group, attorney Robert Howell did a presentation on “Crossover Issues Between Family Law and Dependency: An Attorneys View.” It was an excellent presentation and he included some wonderful reference materials. Download the PDF Presentation (right click […]

Calculating Child Support in Divorce by Warren Sacks, CPA, CFF When in a court process or litigation, child support is calculated based upon a formula that includes income, itemized deductions, tax filing status, child support add-ons, and each parent’s percentage of time when they are with their child or children. The formula is CS = […]