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Professional Tax Advisor - Divorce Strategies

Jean has a passion for helping people deal with complex government systems. Her Enrolled Agent license is issued by the Department of the Treasury and allows her to work with anyone around the world who has a US tax need. She holds a Masters of Public Administration, a Bachelors in French and International Studies, and is a certified TQM facilitator. She has worked in government programs, non-profit organizations, corporate offices, and her own business.

Jean formally created Financial Lifestyles LLC in 2006 which is dedicated to tax planning, and it is the foundation for how Jean builds client relationships. Financial Lifestyles LLC focuses on a year round relationship and encourages clients to ask questions and seek advice before making decisions that may have a tax consequence. Jean and her staff specialize in helping people deal with life transitions such as divorce and starting or closing a business.

TAX ADVISOR

Latest Newsletter

Postings by Jean

529 PLANS AND 2018 TAX LAW CHANGES TO CONSIDER WHEN DIVORCING

TAX ADVISOR  
Filing Returns And Paying Taxes

posted August 30, 2018

If you are considering getting a divorce, this is already a stressful time for you. It can be very challenging to find the time and energy to research detailed financial and tax information.

TAX CONSEQUENCES OF A SHORT SALE OF A PRIMARY RESIDENCE WHILE DIVORCING

TAX ADVISOR  
Splitting Assets

posted August 30, 2018

Most homeowners in Plano, Frisco, McKinney and the surrounding areas do not buy a home with the intention of selling it for less they paid for it or for less than they owe on the mortgage.

SPLITTING THE MORTGAGE INTEREST ON OUR TAXES WHEN DIVORCING

TAX ADVISOR  
Deductions & Credits

posted August 23, 2018

The first thing to know about splitting anything related to taxes is that your filing status sets the rules. Filing status is usually not at the top of your mind when you are considering divorce.

Contact Jean and Her Team

Call 972-731-2619

Request a call

Divorce Attorney Information
Locations

Encircle Wealth Advisors – Sam Thornal

3004 Communications Parkway Ste 100A

Plano, TX 75093

Financial Lifestyles – Jean Schmisseur

5700 Granite Parkway Suite 200,

Granite Park Building Two

Plano, TX 75024

Thrive Mortgage – Deborah Byrd

5601 Granite Parkway Suite 550B

Plano, TX 75024