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
Charitable Giving Strategies
While there may be a lot of wisdom in the proverb “May your charity increase as much as your wealth,” there can also be wealth in properly planning your charitable giving. This wealth is derived from the economic benefit that can result from tax savings achieved by...
Filing for 501c (3) Tax Exempt Status: Easing the Burden on Smaller Nonprofit Organizations
Most organizations seeking 501c (3) tax exempt status must file an application with the IRS. Until 2014, the only means available to organizations was filing Form 1023: Application for Recognition of Exemption Under Section 501c (3) of the Internal Revenue Code....
Should I Give My Home to My Children?
I am often asked whether it is a good idea for elderly parents to transfer their home to their children. I always ask: “Why do you want to do this?” The most common reason is to protect the house in the event one or both of the parents need nursing home care. First, I...
Social Security: Types of Benefits and Marriage/Divorce Considerations
There are a many different benefits offered by the Social Security Administration, and knowing your options and requirements is essential. Don’t expect the Social Security Administration to know who you married, who you divorced, whether your spouse or ex-spouse died,...
New Jersey Tax Amnesty- Act Now for Relief
New Jersey has just announced a tax amnesty for taxpayers with liabilities for the tax years 2008-2016. The Division of Taxation has proactively contacted some taxpayers with liabilities already assessed and/or unfiled tax returns. This amnesty does not extend to...
It’s time to think about 1099s
We get them from our banks, our retirement plans, and our brokers but are we ever required to issue a 1099? The 1099 series are information returns that report to the IRS various types of payments. This is then matched with the recipients’ reported income. In an...