Blogger's Bio

Walter Reed

I am a Principal in the Tax Department of Fairman Group Family Office. We are located in Berwyn, PA. I am an attorney, CFP and CDFA. I've been involved in the financial/tax aspects of divorce for a few years, and I handled a handful of divorce cases from my days as a practicing attorney.

Blog posts created by this author

Can Trusts Be Used For Divorce Tax Planning and Equitable Distribution?

Although it’s not recommended for everyone, trusts can sometimes be used for tax planning and equitable distribution if the situation calls for it.

Structuring Tax-Free Property Settlements Between Divorcing Spouses

Utilizing Section 1041 of the Internal Revenue Code, divorcing spouses can achieve tax-free property settlements. Read on to learn more.

Beware of ‘Double Dipping’ When Valuing a Business During Divorce

When valuing a business during a divorce, you run the risk of counting the value of the business twice. This concept is called “double dipping.”

Tax Planning for Retirement Plan Distributions Between Divorcing Couples

Distributions from qualified retirement plans made in the context of divorce negotiations could have unintended tax consequences if not structured properly.

Social Security Planning for Divorced and Divorcing Couples

If you plan to file for spousal benefits in the future, keep these social security changes in mind to help you navigate the process.

Potential Tax Filing Statuses For Divorcing Couples

As we begin the final quarter of 2015, many people are starting the process of year-end tax planning. A married couple’s filing status is one aspect of the tax return that is almost automatic from year-to-year, and critical to determining their final tax liability. For divorcing couples, however, determining the filing status of their tax […]