Mitigating Taxation of Investment Properties upon Dissolution

Presented by Ron J. Anfuso, CPA, ABV, CFF, CDFA, FABFA (Full Article) Background When investment real estate is characterized as community property, it is subject to division upon dissolution. Yet it can be highly impractical or inappropriate for divorced spouses to maintain joint ownership of an investment property. Conflicts of interest, unequal influence over management,…

To Keep or Sell the Family Home: How Financial Projections Facilitate the Choice

Background During the divorce process of Fred and Vivian Andersen, Ron Anfuso advised Vivian’s attorney it would be in her best interest to receive counseling from Evan Miller, a Certified Financial Planner® (CFP), who is also a Certified Divorce Financial Analyst® (CDFA®).  Evan and his associate Kathy Costas, CDFA®, specialize in helping coordinate the financial…