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
Plan Now for New Due Dates
While due dates for individual income tax returns, Form 1040, and estimated tax payments will remain the same, there are new requirements that affect individuals. One of the most important new deadlines for individuals is the April 15 deadline to file the FinCen 114,...
Home Office Expenses: What you need to know
If you use part of your home regularly and exclusively for business you may be entitled to a deduction for the expenses associated with maintaining that work space whether you are self-employed or an employee. However, for an employee expenses are deductible only if...
What am I Forgetting?
Spending a little bit of time thinking about your expenses for the year might lead to lower taxes. We often see taxpayers cheat themselves when it comes to the following: Medical expenses for themselves and their dependents. These are harder to deduct for federal...
Ask your Accountant: Family Gifts
Taxes on Gifts from Parents My parents gave me a gift of $100,000. How do I pay the taxes due? The good news is that you don’t owe any taxes on gifts that you receive. Gifts are not considered income for either federal or New Jersey income tax purposes. However, if...
Required Minimum Distribution
Sadly, the money that we defer from taxes in our 401(k)s and IRAs during our working lives must eventually leave the shelter of the retirement umbrella whether we like it or not. What is a required minimum distribution? The discussion below is not relevant to...
A Little Planning Can Go a Long Way
By Clayton Himstedt, CPA, MBA The passing of a loved one is often a very difficult time in an individual’s life. In the case of a long term illness, the loved one has the time to inform family members of the estate assets and the proper distribution of those assets....






