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Heberger & Company

Fresno Certified Public Accountants

559-227-9772
559-227-9772
  • Home
  • About
    • John D. Heberger, CPA, CVA
    • John W. Heberger, CPA, Retired
  • Our Services
    • Divorce Services
    • Collaborative Divorce
    • Litigation Support
    • Business Valuation
    • Tax and Compliance Services
  • Resources
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  • Contact Us
You are here: Home / Archives for 2021

Archives for 2021

Divorce: Where to Start in Gathering Information

September 14, 2021 By John D. "JD" Heberger

Divorce and Gathering Info

When making financial decisions during the divorce process, there are documents that are needed to help in the division of assets and building making future realistic budgets.  In many marriages, one spouse has handled the finances and the other is in the dark about their family’s finances. The start point is gathering important financial documents for the financial neutral in a Collaborative … [Read more...] about Divorce: Where to Start in Gathering Information

Filed Under: Blog Tagged With: Divorce, Financial Decisions

4 Keys for Working with Your Divorce Financial Professional

September 2, 2021 By John D. "JD" Heberger

Divorce and Financial Professionals

One of the first things that a divorcing couple needs to do is gather your financial information. In the divorce process you will both need to have a complete picture of your financial situation before you can begin to work on a settlement agreement. In a Collaborative Divorce, this step is easier than in traditional litigation because you have the assistance of a neutral financial … [Read more...] about 4 Keys for Working with Your Divorce Financial Professional

Filed Under: Blog Tagged With: Divorce

Divorce and Cryptocurrency

July 29, 2021 By John D. "JD" Heberger

Divorce and Cryptocurrency

An issue that is coming up more often for divorcing couples is how to divide the cryptocurrency. Unfortunately, it often seems that one spouse may have acquired this asset without the knowledge of the other spouse. This behooves their attorneys to be certain each spouse reveals all assets, including cryptocurrency. Cryptocurrency Must be Valued One problem that arises in a divorce is that … [Read more...] about Divorce and Cryptocurrency

Filed Under: Blog Tagged With: Divorce

Divorce: Dividing Retirement Funds

March 30, 2021 By John D. "JD" Heberger

Divorce and Dividing Funds

When divorcing couples begin dividing their assets, they often find their retirement account or accounts are the most valuable thing they own. Even if the account is an employer-maintained benefit, such as a 401(k), IRA, profit-sharing plan, or another such account, and is in the name of only one spouse, the earnings in that account that occurred during the marriage are community property in … [Read more...] about Divorce: Dividing Retirement Funds

Filed Under: Blog Tagged With: Divorce

How To Do A Business Evaluation For A Divorce

March 24, 2021 By John D. "JD" Heberger

How to business evaluation and divorce

When income that is generated during a marriage comes from a business owned by one or both parties, there should be a business evaluation conducted as part of the process of determining the overall value of the estate. There are several methods for valuing a business. Which valuation approach works best for purposes of family law depends on the nature of the business at issue. The Market … [Read more...] about How To Do A Business Evaluation For A Divorce

Filed Under: Blog Tagged With: Divorce

Divorce: Tax Refunds and Stimulus Checks

March 18, 2021 By John D. "JD" Heberger

Tax refunds and Stimulus checks

A question often arises as to how to handle tax refunds and stimulus checks received while a married couple is going through the divorce process. These government funds generally come by way of direct deposit. The account which receives the deposit depends on the way the taxes were filed. Married Filing Jointly If the most recent tax return was “married, filing jointly,” the account listed … [Read more...] about Divorce: Tax Refunds and Stimulus Checks

Filed Under: Blog Tagged With: Divorce

Rebuilding Finances After a Divorce

February 11, 2021 By John D. "JD" Heberger

Rebuilding finances after divorce

Most people find their finances have changed dramatically following a divorce. The money that in the past supported one household now must be stretched to support two. This is especially true if one party is paying spousal support to the other. It may be helpful to work with a financial advisor or certified public accountant (CPA) to help you understand how you originally built wealth and to … [Read more...] about Rebuilding Finances After a Divorce

Filed Under: Blog Tagged With: Finances

The Importance of a Pre-nuptial/Pre-Marital Agreement

February 4, 2021 By John D. "JD" Heberger

Prenuptial, Premarital Agreement

A person newly engaged may sometimes get intimidated by the idea of a pre-marital or a pre-nuptial agreement. But they need to understand that a prenup can be looked upon as an insurance policy. You hope not to use it, but glad it is in place in case you ever need it. The document is really an outline that clearly defines what will happen financially if the parties ever do get … [Read more...] about The Importance of a Pre-nuptial/Pre-Marital Agreement

Filed Under: Blog

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