Forensys Advisory

05/02/2026

Debi Petriscak was 64 when her marriage ended after 38 years. The separation from the father of her four children upended the retirement she had been envisioning.

As part of the settlement, Petriscak, now 71, took ownership of the family home in Calabasas, Calif. But maintenance costs were high, and the memories made living in the house painful.

When she sold it about four years later, she was hit with a nearly $200,000 tax bill. Because she was filing as a single person, her capital gains tax exclusion dropped to $250,000 from $500,000.

This “single penalty” resulted in a substantial tax hit that she could have avoided had the home been sold soon after the divorce. And the sting didn't end there.

Here, Petriscak and three others open up to us about their post-divorce retirement finances and how they spend their time.

🔗: https://on.wsj.com/4w6ayke

05/02/2026

Belle Burden’s blockbuster memoir “Strangers,” details the collapse of her marriage to a hedge-fund manager and has become a cautionary tale of financial naiveté. https://on.wsj.com/4tGwqRV

A Harvard-educated attorney and Vanderbilt heiress, Burden, 56, writes candidly about how she ceded control of her finances to her ex during their 20-year marriage, trusting him to act in her best interests.

She almost lost everything when her husband asked for a divorce at the dawn of the Covid-19 pandemic. As the exes hurtled toward trial, she discovered that he had accumulated a massive amount of wealth in his name only—money that would be protected by an amended prenuptial agreement she’d signed days before their wedding.

Money she brought into the marriage, meanwhile, could have gone to him: She used her family trusts to buy a New York apartment and a house on Martha’s Vineyard during the marriage and put her husband’s name on the deeds, marking them as joint property.

“It felt like an offering to him, to our marriage, to the family we were going to create,” she writes in the book. “And I thought that was what you did when you were married—share everything.”

In book groups and online, women are sharing their own stories of romantic betrayal, and the financial fallout that often follows, in response to the book, now in its ninth printing.

“I had hoped for this,” said Burden. “I’m really humbled by the way that women have grabbed onto it and seem to be making changes in their lives in response to it.”

🔗 Read more: https://on.wsj.com/4tGwqRV

04/17/2026

Fantastic time last night celebrating the new Lookouts stadium and the launch of with clients, friends and referral sources. I wish I had taken more photos!

04/17/2026

https://www.facebook.com/stories/1615498628569880/UzpfSVNDOjkzNTczMjQ0OTA1OTc1OQ==/?view_single=1&source=shared_permalink&mibextid=wwXIfr

04/14/2026

OPENING NIGHT!

04/14/2026

https://www.timesfreepress.com/stadium/

Chattanooga's only daily newspaper. Complete coverage of breaking news in Chattanooga, Other local, regional and national news. Classifieds and online marketplace.

04/14/2026

04/13/2026

Excited about opening week at the Lookouts’ new Erlanger Park stadium!

03/21/2026

I’m thrilled to formally share the launch of Forensys Advisory, a litigation-focused advisory firm providing expert witness, business valuation, and forensic accounting services.

I formed Forensys Advisory to better serve clients and counsel who need focused, independent and responsive financial expertise - particularly in complex commercial litigation and high-net-worth divorce matters.

I’m also honored to have been recognized by Forbes as one of America’s Top 100 CPAs for valuations.

Focused, court-tested financial expertise for complex marital estates and high-stakes commercial disputes.

Forensys Advisory provides forensic accounting, business valuation, and litigation support services for attorneys and their clients—delivering clear, defensible financial insight backed by decades of experience.