Services
Financial Chronology Reconstruction
Organizing transaction timing and financial activity into structured chronological analysis.
Litigation Support Financial Summaries
Preparation of:
Support schedules
Categorized summaries
Document indexes
Financial exhibits
Organized workpapers.
Transaction Tracing & Financial Analysis
Reviewing financial records to identify transaction flow, unusual activity, inconsistencies, and supporting financial patterns.
Retirement Allocation Analysis
Analysis involving:
Traditional retirement accounts
Roth accounts
After-tax retirement contributions
Tax-aware equalization considerations.