Articles / Resources

VALUATION OBSERVATIONS



Offshore Accounts

Have they lost their appeal?
Vol. 11, No. 02



Savings Bonds

Transferability and Taxability
Vol. 10, No. 10



Unintended Consequences

Corporate Redemptions vs Marital Property Division
Vol. 10, No. 8



Dependency Exemptions – Who’s Entitled?

Vol. 10, No. 1



Short Sale – The New Exit Strategy?

Vol. 9, No. 10



Front-Loading Alimony

Vol. 8, No. 10



Interesting Changes With the IRS

Vol. , No. 8



Allocation of Tax Refunds

Vol. 8, No. 1



Appreciation Allocation Marital versus Separate

Vol. 7, No. 8



Is it Really a Business? …or Just a Hobby?

Vol. 7, No. 7



Family Support – Dead or Alive?

Vol. 7, No. 6



Pick Your Poison Income Averaging v. Nonrecurring

Vol. 7, No. 5



Legal Fees – Are they Deductible?

Vol. 7, No. 4



Social Security Benefits Income versus Assets

Vol. 7, No. 3



Is Your Appraiser Qualified?

Vol. 7, No. 2



Dependency Exemptions Don’t lose the benefit

Vol. 7, No. 1



Can You Trace It? Dust off those Boxes

Vol. 6, No. 12



Looking for Something? Forensics and Family Law

Vol. 6, No. 11



Property Division – At a Later Date Who is Responsible for the Taxes?

Vol. 6, No. 10



State Law v. Federal Law

Vol. 6, No. 9



The Merits of Arbitration in Family Law

Vol. 6, No. 8



Is it Really a Loan? Shareholder Loan v. Equity

Vol. 6, No. 7



Tax Fraud

Vol. 6, No. 6



Too Much Income High Income Cases – Child Support

Vol. 6, No. 5



Invisible Income Unexercised Stock Options

Vol. 6, No. 5



Stock Options Transferred Pursuant to Divorce – Revisited

Vol. 6, No. 3



Not to be Overlooked – Tax Credits

Vol. 6, No. 2



The Soon to be Divorced, The Newly Divorced, and Tax Returns

Vol. 6, No. 1



Income – Do Tax Returns Tell All? Part 2

Vol. 5, No. 12



Income – Do Tax Returns Tell All? Part 1

Vol. 5, No. 11



Co-Tenancies and the Fractional Interest Discount

Vol. 5, No. 9



Tax Relief for an “Innocent Spouse”

Vol. 5, No. 8



Special Use Valuation of Real Estate upon Death

Vol. 5, No. 7



Restrictive Agreements and Value

Vol. 5, No. 6



Stock Options and Divorce

Vol. 5, No. 5



Spending Money from a Qualified Plan without the 10% penalty

Vol. 5, No. 4



Are You (or your clients) Wearing Too Many Hats?

Vol. 5, No. 3



Wealth Protection and Transfer – and Save Taxes Too?

Vol. 5, No. 2



Expert Witness v. Consultant

Vol. 5, No. 1



How do you Select a Business Valuation Expert?

Vol. 4, No. 12



Situations that Require a Business Valuation

Vol. 4, No. 10

PUBLICATIONS



“The Best Software and Apps for Family Lawyers”

GP Solo, July/August 2015



“Collaborative Law: A New Approach to Divorce“

GP Solo, January/February 2015



“Preserving the Family in Probate – The Collaborative Option”

Probate Law Journal of Ohio, March/April 2011, Vol. 21 No. 4



“Tax Consequences of Forgiven Debt ?”

Cleveland Metropolitan Bar Journal, February 2011



“Dependency Exemptions – Who is Entitled?”

Bar Journal of the Cleveland Metropolitan Bar Association, February 2010, Vol. 2 No. 7



“Family Support – Dead or Alive?”

Domestic Relations Journal of Ohio, July/August 2007, Volume 19, Issue 4



“Legal Fees – Are They Deductible?”

Domestic Relations Journal of Ohio, May/June 2007, Volume 19, Issue 3



“Can You Trace It? Dust off those boxes"

Domestic Relations Journal of Ohio, January/February 2007, Volume 19, Issue 1



“Invisible Income”

Domestic Relations Journal of Ohio, May/June 2006 Volume 18, Issue 3



“Appraising a business – Ethics and Standards are in the Mix”

Business Law Today, January/February 2006, Volume 15, No. 3



“Tax Relief for an Innocent Spouse”

Domestic Relations Journal of Ohio, July/August 2005, Volume 17, Issue 4



“Equitable Division in Ohio: The business portion of property settlements”

Domestic Relations Journal of Ohio, September/October 2004, Volume 16, Issue 5



“Stock Options and Divorce”

Law and Fact, September 2000

