Family Law Services

Florida Changes Rules for Equitable Distribution of Closely Held Business Interests in Divorces by Sandra Perez, CPA/ABV/CFF, CFE, and Dylan Stone, CPA, CVA

Posted on November 26, 2024 by Sandi Perez

On July 1, 2024, the State of Florida added Fla. Sta. §61.075(6)(a)1.f, which specifies how trial courts value a marital interest in closely held businesses for the purposes of equitable distribution in divorce proceedings. Significantly, the new law, also referred to as House Bill 521 (HB521), addresses the valuation of marital interests in closely held […]

Podcast – BPB Knows Tracing Comingled Funds

Posted on February 01, 2024 by Joel Glick

In this episode Director of Forensic and Advisory Services Joel Glick shares instances and approaches to tracing comingled funds.

How to Protect Art Collections from Gift and Estate Tax Exposure by Lewis Kevelson, CPA

Posted on October 03, 2023 by Lewis Kevelson

According to a recent study by Art Basel and UBS, global art sales in 2022 exceeded pre-pandemic levels, reaching $67.8 billion in transactions. Buyers, ranging from high-end collectors to Gen Xers and Millennials, increasingly recognize art’s value as an alternative investment in a fragile economic and geopolitical environment. However, as buyers grow their collections, they […]

Where There is a Will…There May be Another Superseding Will by Jeff Mutnik, CPA/PFS

Posted on July 13, 2023

The ongoing saga over Aretha Franklin’s estate finally reached a crescendo on July 11, 2023, when a Michigan jury ruled that a document from 2014 found in a notebook under the performer’s couch cushion was her valid will. Since Franklin’s death in 2018, her children have battled in court regarding the validity of that document […]

Florida Ends Permanent Alimony by Sandra Perez, CPA/ABV/CFF, CFE

Posted on July 05, 2023 by Sandi Perez

On June 30, 2023, Florida Governor Ron DeSantis signed into law Senate Bill 1416, which brings significant changes to the state’s alimony laws, including eliminating permanent alimony from the statutes. The new law, which went into effect on July 1, 2023, applies to petitions for dissolution of marriage filed or pending on that date or […]

Podcast – BPB Knows Prenuptial Agreements

Posted on April 06, 2023 by Sandi Perez

in this episode, Director of Family Law Forensics Sandi Perez explains how prenuptial agreements stand up in contested cases.

Podcast – BPB Knows the Role of Trustees in an Estate Plan

Posted on January 05, 2023 by Sarah Gaymon

In this episode, Associate Director of Wealth and Tax Services Sarah Gaymon explains the importance of carefully selecting a trustee.

Podcast – BPB Knows Family Law Forensics

Posted on September 15, 2022 by Sandi Perez

In this episode Director of Family Law Forensics Sandi Perez explains how couples in divorce situations can benefit from financial analysis and investigations.

Widows And Widowers Now Receive More Flexibility When Making Late Portability Elections by Sarah Gaymon, CPA

Posted on July 13, 2022 by Sarah Gaymon

On July 8, 2022, the IRS released Revenue Procedure 2022-32, which provides a simpler method for estates with widows or widowers to elect portability of the deceased spousal unused exclusion (DSUE). When a spouse dies with unused lifetime gift and estate-tax exclusion amounts, it is often a decision for the executor and the widow or […]

Changes to Florida’s Alimony Laws May Spur Immediate Action, Reevaluation of Past Agreements by Sandi Perez, CPA/ABV/CFF, CFE

Posted on March 17, 2022 by Sandi Perez

The Florida legislature has finally made good on its decade-long attempt to change the state’s alimony laws, approving SB 1796 and sending it to Governor DeSantis. With the governor’s signature, the new law would go into effect on July 1, 2022, and apply to open cases as of that date and to new cases filed thereafter. […]

Category: Family Law Services