Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, and I  provide online divorce mediation and valuation services in St. Louis Missouri.

We are speaking with T.H. Irwin and Jessica Klingbaum, the “exEXPERTS”, about advice and resources for divorcing couples. They are divorce mentors and their mission is to educate, empower and support people to make the best decisions for their outcomes.

Welcome TH and Jessica!

The Current Housing Market and Divorce with Melissa Rubenstein http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, and I provide online divorce mediation and valuation services in St. Louis Missouri.

Today we will discuss the current housing market and divorce with Melissa Rubenstein – a former real estate attorney and realtor in New York and New Jersey.

1. Tell us about the current housing market.

2. What are the main steps when selling a house (specifically during a divorce)?

3. What advice would you give to a divorcing couple who is selling their house?

4. What is the process for one spouse remaining in the house when the other moves out?

5. What are some current trends for taking out a mortgage? Is the process getting easier or harder?

6. Do you have a checklist clients can go through to prepare them for the selling process?

Specialty Tax Services: Tax Credits with Randy Crabtree http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I provide online divorce mediation and valuation services in St. Louis Missouri.

Today we are going to discuss specialty tax services and tax credits for business owners with Randy Crabtree. He’s a CPA in Schaumburg, Illinois. He’s also co-founder and partner of Tri-Merit Specialty Tax Professionals and a fellow podcaster. He has 30 years of public accounting and tax consulting experience. He’s an author, lecturer, and podcast host of “The Unique CPA” podcast. Also, something that Randy may not toot his own horn about is that he was also listed in the “Ones To Watch” section of Accounting Today’s 2021 “Top 100 Most Influential People in Accounting.”

Thank you, Randy!

1. What are tax credits and are they different than tax deductions?

2. What is the difference between temporary tax credits and permanent credits in the IRS tax code?

3. What is the Employee Retention Tax Credit in the 2020 Cares Act?

4. Employee Retention Tax Credit 2021

5. What is a research and development tax credit?

6. Are there any other important tax credits?

7. Tell us more about you and your firm!

Today we will discuss Divorce Finances: Tracing Marital Assets and Separate Property with Beth Garrett & Bob Boyd.

Bob Boyd is a family law attorney in Atlanta Georgia and co-founder of Boyd Collar Nolen Tuggle & Roddenbery. Bob is a leader in family law who has received recognition from his colleagues across Georgia and the nation for his work in high-net-worth divorce litigation and contested custody cases.

Beth Garrett is a lawyer and accountant in Atlanta Georgia – she is also a Partner in the Divorce Litigation Support Practice at Frazier & Deeter, primarily assisting high net-worth individuals and corporate executives with divorce, tax and accounting issues. She helps through mediation and works with divorce lawyers through all financial aspects of litigation and child support matters.

Welcome Beth &Bob!

1. Let’s first define the difference between separate and marital property in a divorce? How could someone have a claim of separate property?

2. What is the difference between community property states and equitable distribution states for divorce purposes?

3. What is involved in tracing assets and why does marital contribution matter?

4. Why is the “source of funds” rule important in a tracing analysis and does it matter how the property is titled?

Today we will discuss Changes in the IRS Business Valuation Community with a former IRS auditor Mike Gregory. Mike is a mediator in Minneapolis, Minnesota, author of 12 books regarding various valuation topics and creator of the collaboration effect ®. He is a frequent speaker at estate planning council events and uses mediation techniques to deescalate situations.

Today we will discuss Insight into Dental Market Transactions - with Maria Melone. Maria is a leading M&A advisor to the dental industry and investment banker in Chicago Illinois, with a mission to help both individual dentists and dental groups navigate the complex landscape of dental-practice transactions. Maria is a managing director at Caber Hill Advisors.

Today we will discuss how Exit Planning is Not What You Think with Scott Snider. Scott is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company in Westlake, Ohio.

Today we will discuss Turning Disrupted Leaders into a Disruptive Force with Michael Teape. Since 1994, Mike has been conducting business and personal effectiveness design and delivery training, coaching, train-the-trainer, and training strategy development for a wide spectrum of clients. He works for global corporations, leading training firms, and universities as well as small and middle market businesses. Michael is located in New York, New York.

Today we will discuss Cryptocurrency and Divorce with Carolina Martinez. Carolina is a Certified Fraud Examiner, Certified Cryptocurrency Investigator, and a cryptocurrency accountant in Miami. She has over 16 years of experience in the accounting field, and has worked in different industries, such as hospitality, education, telecommunications, public accounting, aviation, real estate, and cryptocurrency. She is an advocate for Human Rights, and is very passionate about defending and protecting the most vulnerable.

Today we will discuss The Unimpeachable Rebuttal with C. Zachary Meyers, a CVA and CPA in Winfield, West Virginia. He has testified and been qualified as an expert in the Forensic Accounting, Taxation, Business Valuation, and Pension Valuation fields specific to Civil, Marital, and/or Criminal Litigation.

Today we will discuss Marital Balance Sheet: Trusts and Divorce with Robert - Bob Boyd and Letitia A. McDonald from Atlanta, Georgia.

Bob is a co-founder of Boyd Collar Nolen Tuggle & Roddenbery and a leader in family law who has received recognition from his colleagues across Georgia and the nation for his work in high-net-worth divorce litigation and contested custody cases.

Tish McDonald is a partner in the Trial and Global Practice Group at King & Spalding. She focuses on complex commercial litigation, with an emphasis in fiduciary litigation, trust and estate litigation, litigation involving non-profits, real estate litigation, and litigation involving governmental entities.

Today we will discuss Environmental, Social, and Governance ( “ESG”) with Mark Zyla. Mark is a valuation expert in Georgia, the managing director of Zyla Valuation Advisors, an Atlanta valuation and litigation consulting firm.

Today we will be discussing Pandemic Economy and Divorce with Josh Shilts and Patrick Kilbane. Josh has provided expert testimony in commercial and family matters surrounding business valuation, economic damages, fraud and other applicable disciplines surrounding economic and accounting issues. Pat is a wealth advisor and General Counsel for Ullmann Wealth Partners with nearly a decade of experience in helping clients coordinate their wealth management plans.

Today we will discuss M&A: Sports Franchise Valuations with Edwin Draughan. Edwin is a sports franchise valuation expert based in Los Angeles, CA, and has been a member of Park Lane since 2017. Park Lane is a boutique sports-focused investment bank founded in 2005. Edwin’s primary responsibility at Park Lane is to lead the firm’s efforts with sports franchise valuations and due diligence, which include client relations, market awareness, and deal sourcing & execution.

Today we will discuss Business Value Drivers with John Warilow. John is the founder of The Value Builder System™, a practice management software for business advisors. His best-selling book Built to Sell: Creating a Business That Can Thrive Without You was recognized by both Fortune and Inc. as one of the best business books and has been translated into 12 languages. Prior to founding The Value Builder System™, he started and exited four companies, including one acquired by a public company. He lives with his family in Toronto. You can follow John’s work by signing up at BuiltToSell.com.

Today we will discuss Valuations for Financial Reporting with Mark Zyla. Mark is valuation expert in Georgia, the managing director of Zyla Valuation Advisors, an Atlanta valuation and litigation consulting firm.