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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
  • Blog
  • Contact Us
You are here: Home / 2022 / Archives for  March 2022

Archives for March 2022

Do We Need a Business Evaluation for Our Divorce?

March 23, 2022 By John D. "JD" Heberger

Business Evaluation and Divorce

One contentious issue that arises during a divorce is when there is a business asset and how to divide it. This is true whether the business is a professional business owned by one spouse, or a family business owned and operated by both spouses. Except in rare cases, the first step is to have the business's worth evaluated. How Valuation of a Business Works in a Collaborative Divorce In a … [Read more...] about Do We Need a Business Evaluation for Our Divorce?

Filed Under: Blog Tagged With: Business Evaluation, Collaborative Divorce, Divorce

When Is The Right Time To Divide Stocks During Divorce?  

March 14, 2022 By John D. "JD" Heberger

Divorce and Divide of Stocks

Knowing when to divide stocks during a divorce can be a challenge, especially when the market is unpredictable. It is particularly important when talking about retirement accounts that need to be divided appropriately so the division does not create a tax burden. What to Consider When Dividing Stocks The financial advisor needs to make sure that the split is done in such a way that the … [Read more...] about When Is The Right Time To Divide Stocks During Divorce?  

Filed Under: Blog Tagged With: Divorce, Stocks

Preparing Taxes Post Divorce  

March 7, 2022 By John D. "JD" Heberger

Prepare Taxes Post Divorce

When a couple gets divorced, their tax situation changes with the Internal Revenue Service (IRS). Often, this creates a difficult situation for one of the spouses.  It seems there is always one spouse more familiar with filing the tax returns than the other. If you were a spouse who did not know much about your financial situation, you seriously need to find a tax preparer who can … [Read more...] about Preparing Taxes Post Divorce  

Filed Under: Blog Tagged With: Post-Divorce, Preparing, Tax Preparer, Taxes

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