Tag: Attorney
SPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division with Nicole Romito (Ep. 48)

SPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division with Nicole Romito (Ep. 48)

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Are you going through a divorce and need some financial wisdom?

Recently Nicole Romito was a guest on The Divorce and Beyond Podcast with Susan Guthrie. Today’s episode features a replay of an insightful conversation that delves into complex financial issues during and after divorce. Gain insights on matters that arise during divorce – including whether or not to keep the house, how to find hidden assets, and the importance of having an advisor as part of your divorce team.  

Learn essential tips to avoid costly mistakes and gain a deeper understanding of financial planning in the context of divorce.

Topics include but are not limited to:

  • The role of a financial advisor in the early stages of a divorce
  • Tax implications and true walkaway values from investments
  • Complexities of dividing retirement plans, pensions, 401(k)s, and other assets
  • Navigating executive compensation and ensuring a fair division
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Susan Guthrie:

About Susan Guthrie: 

Susan Guthrie, a renowned figure in Family Law and Mediation, has guided individuals and families through separation and divorce for 32 years. She recently co-founded the Mosten Guthrie Academy with mediation expert Forrest “Woody” Mosten, offering cutting-edge training for legal and mediation professionals.

As Chair-Elect of the ABA Section of Dispute Resolution, Susan is poised to lead the Section in the upcoming bar year. Internationally recognized for her expertise in online mediation and AI in law, she has trained over 25,000 professionals worldwide, including programs for ABA, ADRIC, and NADN.

Recipient of the 2020 L. Randolph Lowry Award from the Southern California Mediation Association, Susan also serves on the Executive Committee of the Online Mediation Training Task Force. Additionally, she hosts two acclaimed podcasts, The Divorce & Beyond® Podcast and “The Make Money Mediating Podcast”.

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FEATURE
Preparing For The Sale of Your Business: Part 2 with Deanna Salo and Eric VanderPloeg (Ep. 39)

Preparing For The Sale of Your Business: Part 2 with Deanna Salo and Eric VanderPloeg (Ep. 39)

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Whether you’re at the onset of selling your business or simply exploring your options, knowing what to look out for can help you make informed decisions.

In this episode, Nicole is joined by Deanna Salo Managing Principal with Cray Kaiser, and Eric Vanderploeg of Burke, Warren, MacKay & Serritella’s Litigation to share their wealth of knowledge and practical tips to guide you through the process.

Join us for an insightful discussion on the legal, tax, and financial considerations when preparing to sell your business.

Nicole, Eric & Deanna discuss: 

  • The importance of involving professionals early in the sale process.
  • The critical role of corporate agreements.
  • The importance of accurately valuing the business.
  • Involving key employees to protect the value of the business.
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Eric VanderPloeg:

Connect with Deanna Salo:

About Deanna:

Deanna Salo has been with Cray Kaiser for over 35 years, where she specializes in mergers, acquisitions, shareholder disputes, and ensuring strong agreements for companies. However, she emphasizes the personal impact of each engagement, viewing them as connections with individuals or families. 

Starting at Cray Kaiser in 1986 after graduating from the University of Arizona, Deanna has grown alongside the firm, which values a people-centric approach. As a Principal since 2001 and Managing Principal since 2021, she provides assurance, strategic, and tax planning services, particularly focusing on closely held and family-owned businesses and nonprofits. 

Deanna also leads Cray Kaiser’s relationship with DePaul University’s Entrepreneur and Family Business Council and is highly accessible to its members due to her dedication to their success.

About Eric:

Eric P. VanderPloeg is a partner at Burke, Warren, MacKay & Serritella, P.C. Mr. VanderPloeg is a member of the firm’s Automotive Franchise, Litigation, and Consumer Financial Services Litigation practice groups.

Eric started his career as a litigator, and he has handled an array of commercial matters in both state and federal court in several states and jurisdictions.  In addition to handling disputes, Eric now also acts as general counsel to businesses in several industries, providing advice on legal matters, including contractual, employment, regulatory, and corporate governance matters.

In 2016, 2017, 2018, 2019, and 2020, Mr. VanderPloeg was named as a Rising Star by Super Lawyers®, an attorney rating service from Thompson Reuters.

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