Deferred Compensation & RSU Valuation in New York
Properly valuing and disclosing unvested equity, carried interest, and deferred bonuses on Form UD-11 Section IV.
Closely-Held Business Valuation in Net Worth Statements
Reporting business equity, personal expenses run through corporate accounts, and forensic cash-flow add-backs.
Active vs. Passive Appreciation of Separate Property
Applying the landmark Hartog v. Hartog doctrine when a non-titled spouse claims marital share of separate growth.
Sanctions for Incomplete Net Worth Statements in New York
Preclusion orders, striking pleadings, adverse inference rulings, and counsel fee awards under 22 NYCRR 202.16(m).