During a divorce proceeding, the tax implications of your settlement are often overlooked among all the other matters that are being decided. CBIZ's marital dissolution services provide the analysis and the options that you need to choose a settlement that minimizes your tax burden.
Our specialists work closely with your legal team to determine a fair settlement and ensure that there are no financial surprises once the divorce has been finalized. We address issues such as: financial lifestyle assessments, preparation of court-required financial affidavits and reviews of the opposing side’s information, tax structure, settlement negotiation, long-term cash flow analysis and plans. CBIZ private client specialists also consider wills, trusts, family wealth transfer and other related issues.
Through the myriad tax planning services we provide, we strive to maximize your settlement outcome, ensure your long-term financial stability and protect your assets. .