Steve Walker, CPA

214-797-2572
214-797-2572
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Steve Walker Speaks at the Texas Society of CPAs

December 12, 2018 By stevehorn

Texas Society of Certified Public Accountants

Steve Walker was a guest speaker at the Texas Society of CPAs 2018 EXPO Conference.  Steve presented  on "Characterization and Tracing", a 90-minute presentation given at three locations: Dallas, San Antonio and Houston.  As many as a 700 CPAs attended in total. Here is the slide … [Read more...]

Filed Under: blog

I Manage Our Assets – So What’s the Problem?

February 10, 2017 By Steve Walker

community property

In most marriages, one spouse or the other will be the manager of most of the assets of the parties' separate and community property estates. This “trust theory” has been developed in a long line of cases and provides that the spouse who is managing the assets of the marriage will be treated as a … [Read more...]

Filed Under: blog Tagged With: community property, forensic accounting, marital assets, Separate Property, Steve Walker, tracing

7 Ways to Hold Down the Cost of a Divorce Case

January 20, 2017 By Steve Walker

Holding Down the Cost of Brokerage and Bank Account Tracings In a Divorce Case I have been called on to prepare separate property claims in or moving through brokerage and bank accounts for over 25 years. There is perhaps one universal truth. Every client is unprepared for how expensive it is to … [Read more...]

Filed Under: blog Tagged With: Divorce, forensic accounting, Separate Property, Steve Walker, tracing

Your Social Security and Retirement After Divorce

September 9, 2016 By Steve Walker

retirement savings

Divorce is one of life's most stressful experiences.  Its impact is lasting even reaching into retirement.  Navigating the intricacies of Social Security is one of the many lingering complexities in which a financial adviser can help. This article, written by Dana McLaughlin, was originally … [Read more...]

Filed Under: blog Tagged With: Divorce, income, marital assets, Retirement, Social Security, Steve Walker

Separate Property Claims and Tracing in a Collaborative Divorce from the Financial Professional’s Perspective

July 26, 2016 By staff-at

separate property claims

I worked my first separate property tracing case in 1988 and have been participating in them ever since. Separate property claims can be and often are hotly contested and emotional matters in a Texas divorce no matter if the divorce is done in regular litigation or a collaborative process. The … [Read more...]

Filed Under: blog Tagged With: Collaborative Divorce, Divorce, Property Claims, Separate Property, Steve Walker

The Number One Predictor of Divorce

April 18, 2016 By staff-at

predictor of divorce

How many times have we heard that good relationships are secure in good communications?  Gottman is on target! This article originally appeared on Madame Noire. The Number One Predictor of Divorce Have you ever wondered what the number one predictor of divorce is? Hint: it’s not screaming … [Read more...]

Filed Under: blog Tagged With: Divorce, Steve Walker

Avoiding Community Property Laws in Tax Returns

April 14, 2016 By Steve Walker

property tax

I often am asked by someone going through a divorce whether they should prepare their tax return using the Married-filing-joint method (MFJ) or Married-filing-separate (MFS) method. My first response is that MFJ is usually the method which results in the least amount of tax paid by the couple. … [Read more...]

Filed Under: blog Tagged With: community property, Divorce, marital assets, married filing separate, Steve Walker, tax returns

More on Constructive Fraud and Waste Claims Benefiting a Wronged Spouse

February 22, 2016 By Steve Walker

constructive fraud in divorce

Earlier this month I blogged about claims of waste and constructive fraud. Here is how such claims can benefit the wronged spouse. The Texas Family Code now provides specific guidance on how a divorce court can remedy fraud committed by one spouse on another. Section 7.009, Fraud on the … [Read more...]

Filed Under: blog Tagged With: community property, Divorce, fraud, marital assets, Steve Walker

A New Twist to Claims of Waste and Constructive Fraud

February 5, 2016 By Steve Walker

constructive fraud

A recent Houston divorce case provides a new twist to claims of waste or constructive fraud. In that case, the wife basically asked the question, where did all my husband’s earnings go? The court awarded the wife a judgement of $196,000 for wasting community funds because the husband could not … [Read more...]

Filed Under: blog Tagged With: community property, constructive fraud, Divorce, fraud, marital assets, Steve Walker

How To Handle Powerball Lottery Winnings and Inheritances

January 14, 2016 By Steve Walker

winning the lottery

With all the hype around the Powerball $1.5 billion lottery jackpot, a familiar scenario is brought to mind within the probate process when an individual inherits a large sum of money. People all over the country are currently dazed by the dollar signs of what they’d do if they “win big,” but did … [Read more...]

Filed Under: blog Tagged With: inheritance, lottery, powerball, Steve Walker, Tax Information

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Steve Walker, CPA

8864 Broken Bend
Frisco, Texas, 75036
214-797-2572

Steve Walker

 

Steve Walker, CPA

8864 Broken Bend
Frisco, Texas, 75036
214-797-2572

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