The most expensive tax decisions tend to arrive at the worst possible moment — a marriage ending, a spouse dying, a retirement beginning. Tiffani Lindstrom, CPA, CVA explains which of them carry deadlines, which can wait, and what the rules actually say.
If you are negotiating a divorce settlement after a long marriage.
An even split on paper can be uneven after tax. Tiffani Lindstrom, CPA explains why retirement accounts, the house and a business are worth different amounts once tax is counted, and why the date on the decree matters.
US citizens keep filing US tax returns wherever they live. Tiffani Lindstrom, CPA explains why the best-known tax break for Americans abroad rarely helps retirees, and what to settle before a move rather than after it.
When there is a business in the marriage, its valuation is often the largest number on the settlement, and a set of judgment calls rather than a fact. Tiffani Lindstrom, CPA, CVA explains where those calls move the number and what the valuation leaves out.