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Financial Questions

We have securities in our joint brokerage account…bonds and stocks which we will be dividing up. When we sell them, it will generate capital gains and losses in a year we will be unmarried filing separate tax returns. How can mediation help us deal with who takes those losses and gains?

In a mediated settlement where capital gains are an issue, the parties can agree to a transfer of title in [...]

We have securities in our joint brokerage account…bonds and stocks which we will be dividing up. When we sell them, it will generate capital gains and losses in a year we will be unmarried filing separate tax returns. How can mediation help us deal with who takes those losses and gains?[email protected]2021-06-02T12:58:57-07:00

We have securities in our joint brokerage account…bonds and stocks which we will be dividing up in our divorce. However, we purchased them by dollar amount rather than by numbers of shares and so we have an odd number of shares and we cannot divide them equally. How can mediation help us deal with who takes those losses and gains?

When you have an odd number of shares in a joint brokerage account they cannot be split equally. The normal [...]

We have securities in our joint brokerage account…bonds and stocks which we will be dividing up in our divorce. However, we purchased them by dollar amount rather than by numbers of shares and so we have an odd number of shares and we cannot divide them equally. How can mediation help us deal with who takes those losses and gains?[email protected]2021-06-02T12:58:19-07:00

How do we divide up a 401k or other pension/retirement plan without incurring horrible tax consequences?

The short answer is that in mediation the parties can come to resolution about the division of the specific retirement [...]

How do we divide up a 401k or other pension/retirement plan without incurring horrible tax consequences?[email protected]2023-08-19T14:22:50-07:00