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Divorce and Your Finances: What You Need to Know

The financial side of divorce is often where the costliest mistakes happen.

Splitting assets, dividing retirement accounts, and rebuilding your budget all carry tax consequences that are easy to overlook. Managing Partner Ryan C. Sheppard, CPA, CFF, is back with another video blog, this time diving into the financial realities of divorce.

In the video, he covers:

  • How retirement accounts get divided
  • The key financial documents you need to gather before anything else
  • How a forensic accountant can make a real difference
  • Common financial mistakes people make after divorce

Expert Insights and Tips from Your Trusted CPA Firm

A Rundown on Trump Accounts

A Rundown on Trump Accounts

May 29, 2026

There's a lot to know about Trump Accounts, a new type of tax-advantaged individual retirement account for children under 18. Parents, families, and companies are all asking similar questions: What are these accounts, who are they for, and how might they fit into a...

Tax Season Countdown: What You Need To Know

Tax Season Countdown: What You Need To Know

Mar 17, 2026

Tax Day is right around the corner, but you still have options if you need more time. In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, breaks down everything you need to know as the tax season countdown continues, including: What is a tax...

A Rundown on Trump Accounts

A Rundown on Trump Accounts

May 29, 2026

There's a lot to know about Trump Accounts, a new type of tax-advantaged individual retirement account for children under 18. Parents, families, and companies are all asking similar questions: What are these accounts, who are they for, and how might they fit into a...

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