Matrimonial Services

Delicate and difficult, divorce can be one of life’s most stressful challenges. As the process often involves addressing complicated accounting, business, and tax-related issues, achieving an equitable financial resolution requires the help of experienced professionals.

PKF O’Connor Davies’ marital dissolution specialists work closely with clients and attorneys through all the financial aspects of a divorce, including compilation and analysis of documentation related to economic income, net worth, lifestyle expenditures and projected financial needs.

We provide financial advice to clients, and litigation support to attorneys, from the early stage of a case through depositions, mediations, arbitrations, and trial.

Unique, Specialized Expertise

Highly credentialed with extensive knowledge and deep experience, each member of our team has a substantial background in financial accounting and reporting as well as in-depth tax proficiency. Our professionals are CPAs, qualified expert witnesses, and certified in financial forensics and business valuation. Should the need arise for additional help, such as resolving IRS issues or amending past income tax returns, we tap the capabilities of other experienced firm professionals.

Deep and Diverse Insight

Discovery Support: To acquire a thorough and accurate understanding of the parties’ financial circumstances, we deploy forensics and valuation expertise to uncover, compile, document, and appraise all relevant resources: personal and business income; assets and liabilities, including investment portfolios; trusts, pensions, art, real estate, nautical, aviation and other possessions of value. We track financial activity to expose and verify spending patterns, analyze tax returns, and determine if there are unreported income and assets as well as unidentified or unsubstantiated liabilities.

Litigation Support: We provide attorneys with objective, independent evaluation of the economic and financial issues involved in matrimonial litigation. We work as part of the team to evaluate the opposing party’s claims and assist with discovery, preparing trial exhibits and developing questions for hearings, depositions, and trial. We stand ready to participate in conference calls, attend client meetings and more formal proceedings such as hearings, depositions, mediations, arbitrations, and trial.

Post-Divorce Support: At the conclusion of the proceedings, we remain available for post-divorce matters and to serve as our clients’ trusted professionals for other services such as tax return preparation, accounting and bookkeeping, financial planning, and budgeting.

Comprehensive, Collaborative Support

Our professionals are compassionate, readily accessible, operate with the utmost discretion, and maintain unwavering confidentiality. Our services include:

  • Pre-Divorce Assessment and Guidance
  • Analysis of Existing Agreements: Pre- and Post-Nuptial
  • Compilation of Financial Documents
  • Financial Affidavit Preparation
  • Evaluation and Tracing of Assets
  • Property Distribution Analysis
  • Calculation Of Economic Income
  • Lifestyle Analysis
  • Business Valuation
  • Financial Forensics
  • Attendance at Depositions and Mediations
  • Expert Witness Services including Testimony
  • Post-Divorce Financial Planning and Consultation