Family Law Valuation and Forensic Insights Newsletter

Complex financial issues are a critical part of many of your client engagements. The focus of this monthly newsletter is to provide useful content about these financial issues from the perspective of financial experts. We help family law attorneys and other advisors assist clients in financial and accounting matters.

Latest Issue

A Financial Perspective and Overview of Marital vs. Separate Property in Divorce-Part 3
A Financial Perspective and Overview of Marital vs. Separate Property in Divorce

Part 3: Illustrative Examples

Part 3 applies these concepts through two examples which are hypothetical and simplified to illustrate the financial analysis that an expert may perform. The examples do not determine whether an asset or change in value is marital or separate. The applicable law, relevant dates, and facts of each matter govern counsel in that determination.
Family Law Valuation and Forensic Insights Newsletter
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2026 Issues

While You’re Thinking About Taxes…A Guide to Understanding Tax Returns in Divorce
Industry Spotlight: Natural Gas Outlook: Producers Face A Familiar Disconnect In 2026
Digital Assets and Divorce
Industry Spotlight: What Today’s RIA M&A Headlines Tell Us About Valuation
How to Construct a Lifestyle Analysis
Role Play: All the Different Roles That Experts Can Play
A Financial Perspective and Overview of Marital vs. Separate Property in Divorce-Part 1
A Financial Perspective and Overview of Marital vs. Separate Property in Divorce-Part 2

2025 Issues

6 Ways to Evaluate Business Value
Valuation of Stock Options for Marital Dissolution
Personal vs. Enterprise Goodwill Issues to Consider in Divorce Valuations
The Value of Carried Interest: A Guide for Matrimonial Litigation
Potential Intersection of Estate Planning During the Divorce Process
2025’s Mid-Year Performance
Understanding the Company Specific Risk Premium A Component of the Discount Rate
The Discount for Lack of Marketability in Divorce When Should It Apply - Part 1
The Discount for Lack of Marketability in Divorce: Real World Examples and Considerations – Part 2
New Resource Available: Business Valuation 101
2025 Year in Review

2024 Issues

Evaluating Firm Margins
Essential Financial Documents to Gather During Divorce
Essential Financial Documents to Gather During Divorce - Part 1
Essential Financial Documents to Gather During Divorce - Part 2
Essential Financial Documents to Gather During Divorce - Part 3
Essential Financial Documents to Gather During Divorce - Part 4
Highlights from the 2024 AAML National Family Law Conference
Personal vs. Enterprise Goodwill Issues to Consider in Divorce Valuations
Real Estate and the Family Business in Divorce
Connelly v U.S. - Considerations in Divorce
Expanding Reach and Elevating Expertise
2024 Family Law Valuation & Forensic Insights Highlights

2023 Issues

Understanding the Importance of Defining the Assignment in a Business Valuation
Meet the Team Timothy R Lee ASA
Understand the Discount Rate Used in a Business Valuation (1)
The Important Role of Personal Financial Statements in Divorce
Fair Market Value and the Nonexistent Marketability Discount for Controlling Interests
What Is a Level of Value and Why Does It Matter
Valuation of a Business for Divorce
Potential Forensic Services Resulting from Valuation Normalizing Adjustments
Navigating Complex Business Valuation in Litigation Part 1 Strategies for Multi-Entity, Multi-Location Businesses
Navigating Complex Business Valuation in Litigation Part 2 Strategies for Multiple Valuation Dates & Opposing Expert Reports
Navigating Tax Returns Tips and Key Focus Areas for Family Law Attorneys and Divorcing Individuals Business Owners

2022 Issues

Navigating Tax Returns Tips and Key Focus Areas Part III
Meet the Team Z Christopher Mercer FASA CFA ABAR
Understand the Asset Approach in a Business Valuation
Active vs Passive Appreciation of Closely Held Companies
Meet the Team David W R Harkins CFA ABV
Valuing Stock Options of Start-up Companies A Complex Issue in Marital Dissolutions
Navigating Tax Returns Tips and Key Focus Areas for Family Law Attorneys and Divorcing Individuals Business Owners
Importance of an Independent Informed Valuation
The Importance of Normalizing Financial Statements for a Business Valuation
2022 Family Law Team Conference Wrap-Up

2021 Issues

Constructing a Lifestyle Analysis A Multipurpose Analytical Tool in Marital Dissolution Engagements
Personal Goodwill: An Illustrative Example of an Auto Dealership
10 Ideas for Experts When Preparing for Depositions
Understand the Discount Rate Used in a Business Valuation
Understand the Market Approach in a Business Valuation
Why Involve a Financial Expert in Divorce Mediations
Navigating Tax Returns Part I
Understand the Income Approach in a Business Valuation
Meet the Team Karolina Calhoun, CPA ABV CFF
Navigating Tax Returns Tips and Key Focus Areas Part II
Highlights From Recent 2021 Conferences

Key Contacts

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Karolina Calhoun

Senior Vice President

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Z. Christopher Mercer

Chairman

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Bryce Erickson

Managing Director

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David W. R. Harkins

Vice President

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