Divorcing spouses usually have plenty to disagree about.

Money should not be one of them. 

Divorce settlements come down to numbers, and numbers don’t lie.  They can be analyzed to determine how fair or unfair any settlement offer would be. That’s why divorcing spouses should seek the guidance of a financial professional experienced in divorce settlements. While attorneys are essential to the process, they generally do not possess the financial skills to assess the long-term consequences of the very divorce settlements they help negotiate.

Synergy CPA Solutions concentrates in Divorce Settlement Analysis, providing guidance informed by decades of experience in divorce proceedings and tax planning.  With our firm, you will have on your side knowledgeable advocates who are dedicated to achieving an equitable outcome for you and your family.

We approach the finances of divorce comprehensively, taking into account income, expenses, inflation, assets, and liabilities – including tax liabilities -- now and in the future.  In light of these factors, we analyze and quantify settlement offers to forecast the impact they would have on each party’s financial future.  We then present this analysis in a format that everyone involved can understand.    

We thus work to empower spouses and their attorneys with the information and insight they need to achieve an equitable and favorable result.

There are three steps to this goal. 

  1. Organize:  we gather and organize all relevant documents and data to complete Maryland Form DR31, which quantifies monthly expenses, income, assets, and liabilities for each divorcing party.
  2. Analyze:  Relying on the above data and using proprietary software, we assess how settlement scenarios would play out over time, on an after-tax, inflation-adjusted basis. By taking the long view, we can reveal unconscionable disparities that might have otherwise gone unnoticed.  Our analysis then equips our clients and their legal counsel with the information needed to negotiate an equitable settlement.
  3. Plan for the Future:  Prior to settlement, we work together with a wealth management team who answer the question “Am I going to be financially okay if I receive that settlement?”

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