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
Looking for Coverage in All the Right Places
Insurance is everywhere; it is intertwined with every facet of our working and personal lives. Yet, all too often when a loss occurs or a liability is sustained, corporate and individual policyholders fail to obtain the full protection that insurance promises to...
Provider Relief Fund Updates
Funding, applications, more funding, reporting, more applications and perhaps more funding! The evolution of information is constant. There is hardly time to blink because you might miss something important. Currently, many who received in aggregate greater than...
Tax Brief
New York State Pass-Through Entity Tax (PTET) New York State has enacted a workaround for the $10,000 state and local tax deduction limitation for the year tax year 2021. The workaround is only eligible for Partners in Partnerships, not publicly traded, and...
Changes to Child and Dependent Care Tax Credit for 2021
The child and dependent care tax credit is a credit allowed for expenses that a taxpayer incurs for the care of a child under age 13 or a dependent relative that enable the taxpayer to work or look for work. The American Rescue Plan Act (ARPA) enacted March 11, 2021...
Help! I Invested in Cryptocurrency and Meme Stocks! What Do I Do Now?
A scenario for you: You’re a young millennial who spends his or her mornings perusing your most trusted source of internet news (I, of course, am referring to Reddit) in November of 2020. A hot tip involving a potential short-squeeze opportunity to profit off of an...
Tips from the IRS for Your Protection
It seems that calls to protect my car with an extended warranty are now outnumbering the threatening calls I once got, supposedly from the IRS. Unfortunately, that doesn’t mean that scammers have given up pretending to be collection agents for the IRS. For our...