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

Lois S. Fried, CPA, CFE, CVA, ABV

Partner

Please tell us about your QDRO inquiry by filling out the form below, or call us.

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Industry Insights

New Rules for Retirement Plans in 2020

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IRS Extends Due Dates for Outstanding Balances

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I just don’t seem to be writing as many checks as I used to.  And I don’t want the panic of being on vacation with no checkbook when my estimated taxes are due.  The solution that works for me is to schedule my estimated tax payments to come directly from my bank...

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Parking Tax Repealed for Non-Profits

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On December 20, 2019, Congress repealed Section 512(a)(7), commonly referred to as the “parking tax”, imposed on fringe benefits of non-profit organizations pursuant to the 2017 Tax Act.  The provision required tax-exempt employers to increase their unrelated business...

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