QDRO and Retirement Valuations
In many marriages, retirement entitlements constitute a significant portion of the marital estate. Our litigation support team, with a combined fifty years of experience, assists litigants, attorneys, and other professionals with the evaluation of the marital interests in these entitlements.
Often, a retirement plan must be divided pursuant to a court order. Whenever possible, our team consults with each retirement plan to draft an order that fulfills the terms of the parties’ agreement while complying with the plan’s terms and specific requirements.
Capaldi, Reynolds, and Pelosi has worked with New Jersey courts, counsel, mediators, and litigants to help formulate and implement workable agreements for the division of retirement benefits. Our goal is to ensure all parties fully understand the implications of this process, which has significant ramifications for them. We value the confidence the legal community places in our work and are proud to be a trusted resource.
To review our process for drafting the language for an order, please click below.
To learn more about retirement plan valuations, please click below.
Meet Our Litigation Forensics & Valuation ExpertS
Lois S. Fried, CPA, CFE, CVA, ABV
Partner
Please tell us about your QDRO inquiry by filling out the form below, or call us.
"*" indicates required fields
Industry Insights
Navigating State Tax Nexus
Introduction The Supreme Court's landmark decision in South Dakota v. Wayfair, Inc. in 2018 transformed the landscape of sales tax compliance across the United States. Prior to this ruling, businesses were required to collect and remit sales taxes only if they had a...
I’ve Been Scammed
With luck, those words will never leave our mouths. The sad truth, though, is that crooks are getting smarter and it’s really hard to know what nefarious scheme they will come up with next. If you find yourself a victim, can you claim any kind of tax deduction for...
Tax Advantages of Managed Service Organizations (MSOs)
Certain potentially lucrative tax strategies exist under current tax law for Managed Service Organizations (MSOs). For MSOs structured as a flow-through entity, such as a partnership or S Corporation, noncorporate owners may be able to claim a 20% Qualified Business...
Medicaid and the Principal Residence
If you're a homeowner, your house is likely one of your most valuable assets—both financially and emotionally. However, if you require long-term care, such as a nursing home stay, and rely on Medicaid to cover the costs, New Jersey may place a lien on your home to...
Navigating Inherited IRA Withdrawal Rules: What You Need to Know
If you’ve inherited an Individual Retirement Account (IRA), understanding the rules surrounding withdrawals is essential. The SECURE Act and SECURE Act 2.0 have introduced changes that impact how and when beneficiaries must withdraw funds. Whether you're inheriting as...
New Jersey Property Tax Relief
In September of 2023, we reported on the existing and pending legislation offering property tax relief to New Jersey homeowners and tenants . A Stay NJ Task Force was appointed to develop recommendations for “establishing and funding uniform property tax relief to all...