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BST News

New Changes for 403(b) Plans and Form 5500
John Johnson Makes Presentation to the NYS Bar Association
BST Awarded Corporate Partner Award
BST Welcomes New Partner
BST Introduces Fraud Hotline Service
BST Associate Named to AGA Board of Directors
Government Accounting Association Award Named for BST Partner
 

Service Advisors

Willard G. Reynolds
John R. Johnson
Stephen L. Ferraro
Thomas A. Hutson
Michael J. Raymond
Christopher J. Rosetti
Eric A. Kreuter

 

Domestic Relations Services

Click here to download John Johnson's "Valuation Process & Discovery" presentation to the New York State Bar Association. 

When it comes to matrimonial matters, we are much more than highly qualified valuation experts. As a direct result of our extensive experience in this area we have developed numerous complementary service offerings, including:

Net Worth Statements – We assist counsel in the preparation of the statement of net worth required under Domestic Relations Law Section 236 in New York State. More specifically we:

(a)

Consult with the client and attorney to determine the amount and nature of assets and liabilities, as well as income and expense levels as of the appropriate date or dates;

(b)

Gathering and examination of relevant supporting documentation;

(c)

Processing the statement of net worth form required under DRL §231.

Lifestyle Analyses – We perform lifestyle analyses of an individual’s sources and uses of income for spousal and child support purposes and for the imputation of unreported income.

Question Development – We assist in the development of questioning for interrogatories, examinations before trial, and direct/cross-examination for all relevant financial issues.

Forensic Accounting – We perform financial investigatory services designed to disclose hidden assets or income, transferred assets, and identify transmuted or commingled assets.

Settlement Assistance – We participate at settlement conferences and assist with settlement negotiations involving the equitable distribution of assets, spousal maintenance, and child support.

Asset Tracing – We perform asset tracing services in establishing the separate vs. marital components of the marital estate.

Separation Agreements – We provide assistance to legal counsel in the drafting of separation agreements and the structuring of settlements.

Critique of Opposition – We review and critique the opposing financial expert’s report/opinion and provide expert rebuttal testimony.

Expert Testimony – We have been deposed and/or have provided expert testimony in support of our valuation opinions in countless matrimonial matters.

Assistance in Drafting Briefs – We provide assistance in preparing trial and appellate briefs.


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