Category: Divorce

Councilor, Buchanan & Mitchell (CBM) will serve as a silver sponsor at the 2022 annual meeting of Virginia Collaborative Professionals (VaCP), an association of collaborative professionals that serves as a public resource. The VaCP meeting will be held on November 14 at the Omni in Charlottesville, Virginia. Members of CBM’s divorce financial services team have served as VaCP members, and have attended and presented at the association’s annual meeting over the years. Councilor, Buchanan & Mitchell (CBM) is a professional… Read more ›

PDF: Jordan Egert and Jamie Blum of Councilor, Buchanan & Mitchell’s Divorce Litigation Services Team to Present at Virginia Collaborative Professionals Meeting Jordan Egert and Jamie Blum, senior managers with the divorce litigation services team at Councilor, Buchanan & Mitchell (CBM), will present at the September 21, 2022 meeting of Virginia Collaborative Professionals, an association of collaborative professionals that serves as a public resource. Their presentation, which is scheduled via a Zoom meeting at 6 pm EST, is entitled “If… Read more ›

PDF: Councilor, Buchanan & Mitchell Divorce Litigation Services Team Invited to Present at International Academy of Collaborative Professionals’ Annual Forum Partner and Divorce Litigation Services Co-Director Jane Ochsman Rowny, CPA, CFP®, CDFA® and Senior Managers Jordan Egert, CPA, CFE, CDFA® and Jamie Blum, CPA, CDFA®, professionals at Councilor Buchanan & Mitchell, have been invited to present at the 23rd annual forum of the International Academy of Collaborative Professionals. The annual networking and educational forum will be held from October 27… Read more ›

When a divorce happens, there are often major financial consequences and some important tax issues too. Here are the tax rules that generally apply when a couple’s assets are split up in a divorce property settlement. State Law Is Important How assets are split up in a divorce depends largely on where the divorcing couple lives. The following nine states are community property states: California, Texas, Washington, Wisconsin, Arizona, Nevada, New Mexico, Louisiana, and Idaho. In these states, the general… Read more ›

How does the Tax Cuts and Jobs Act (TCJA) affect divorce settlements? Changes in the new law may require divorcing individuals — especially those who own businesses and other investments — to take a different approach to splitting assets and setting maintenance payments than under prior law. To illustrate, consider Pat and Chris, a hypothetical married couple who decided to file for divorce on Valentine’s Day 2019. Here’s an overview of several key issues they face. Business Tax Issues Pat… Read more ›

One of the most beneficial conversations you can have with your significant other is about money. As a divorce financial professional, I have seen numerous couples who ended their marriages for a plethora of reasons – one of the most common being money and the problems that arise from the lack of communication about their money. If they had a conversation early on in their relationship setting the foundation for open and honest communication about their finances, this aspect of… Read more ›

Authored By: Jane Ochsman Rowny, CPA, CFP®, CDFA® and Jordan P. Egert, CPA, CFE, CDFA® COVID-19 is likely to be with us for many months to come. The pandemic has created new uncertainties and financial stressors. Couples who have contemplated a split up may be reluctant to add to the stress and uncertainty by commencing with a divorce, however continuing to live in limbo unhappily may be an option couples may not want to accept. Whether you begin divorce proceedings… Read more ›

PDF Version: Jamie Siegal Joins Councilor, Buchanan & Mitchell (CBM), Expanding the Firm’s Divorce Finance and Litigation Support Practice Jamie S. Siegal, CPA, CDFA®, has joined Councilor, Buchanan & Mitchell (CBM) as a divorce financial and litigation support manager, expanding the firm’s divorce services practice. She joined CBM’s divorce division team of six professionals at the firm to help clients navigate the complexities of financial planning and decision-making during divorce. She has expertise working to deliver the most favorable outcomes… Read more ›

The following article was written by Abbie Niehoff, manager of divorce financial planning services at Councilor, Buchanan & Mitchell (CBM). Abbie has several years’ of experience helping clients with the financial planning aspects of collaborative divorce. For more information about this article, or to contact Abbie or another member of CBM’s divorce financial planning team, please fill out this form.  When a person is walking down the aisle on their wedding day, the last thing on their mind is the… Read more ›

July 27, 2018 (Bethesda, MD & Washington, DC) – Jordan Egert CPA, CFE, CDFA®, litigation support manager at Councilor, Buchanan & Mitchell (CBM), completed mediation and collaborative training hosted by the Collaborative Practice Training Institute (CPTI), to refine his advocacy skills and enhance his ability to help clients involved in the collaborative practice. CPTI provides collaborative training to people of various occupations-from accountants, to lawyers and mental health professionals-who help clients solve disputes as professionally and respectfully as possible. The… Read more ›