My goal is to allow you (and your lawyer) to keep your focus and valuable time on the non-tax/financial aspects of your settlements. I do this by taking away the burden of analyzing income tax issues. I will efficiently identify, communicate, and implement a plan to manage any income tax issues which arise and also work constructively with your legal counsel to provide any other non tax financial analysis that is helpful (example – budgets or cash flow forecasts).
A 1 hour discussion (all explanations in plain English) to identify or better understand of any income tax related issues important to you.
Work with your lawyer to provide any income or asset analysis you require such as: