Item/Topic | Date Resolved | Jason's Position | Resolution | Status | Category | Joy's Position | Date Raised | Priority | Notes |
|---|---|---|---|---|---|---|---|---|---|
Late on 2+ years of filings. Jason is owed refunds (not owing). Accountant retained. Filing ASAP. Will provide access via shared disclosure folder, not ad-hoc email requests. | Under Discussion | Financial | Demands full access to 2023-2025 returns, drafts, and supporting documents. | February 1, 2026 | High | Lateness creates leverage for Joy. Filing removes this pressure point. Refund claims have filing deadlines. | |||
Reject $17K transfer without budget, terms, or documentation. Propose capped car plan: Jeep sale proceeds + capped split of remainder. Need to see actual numbers before committing. | Under Discussion | Property Division | Trade Jeep → buy two used EVs for the girls (~$10K out of pocket). OR Jason transfers $17K so Joy buys Julia's car. Julia getting license April 2026. | February 1, 2026 | Medium | Julia's license April 2026 creates some timeline pressure on this item. | |||
Agree to separation in principle but with guardrails. Do NOT divide business funds informally — needs formal structure. Her income paid directly to her is reasonable IF tied to formal comp structure, not verbal agreement. | Under Discussion | Financial | Separate finances now. Divide joint funds (including business funds) equally. Her income paid directly to her. | February 1, 2026 | High | Currently sharing one money pot (business + personal commingled). Separating without structure risks creating informal precedents. | |||
Acquired pre-marriage in Jason's name. Separate property — not community. ~$281K equity. Should be excluded from community property division. | Open | Property Division | Not yet stated. | February 1, 2026 | Medium | Acquired pre-marriage in Jason's name. ~$281k equity. Confirm separate property status. | |||
Not before summer 2027 (Mia's graduation). Immediate sale prices Jason out of Marin, destabilizes kids' access. House is 20 years old, needs significant prep work. Jason working 14+ hrs/day — no bandwidth for repairs/showings. Acceptable paths: deferred sale post-graduation, buyout feasibility gate (appraisal + refi by date X, list by date Y if infeasible), rent-back if earlier sale. Capital gains claim ($90K) needs CPA verification — divorce occupancy rules may preserve exclusion. | Under Discussion | Property Division | List by May 1, 2026. Sell by end of 2026. Claims ~$90K capital gains hit if sold after May 2027 or divorce finalizes before sale (loss of $250K married filing joint exclusion). Argued at hearing that no kids live at Jason's house, therefore sell. | February 1, 2026 | High | Community property with ~$1.17M equity. Options: sell & split, one buys out the other, or other arrangement. | |||
Reject 60/40 new-client split — nonstandard, no industry basis (standard is ~40% cap, Bergman-style). Reject 'employee by email' — needs formal legal documentation. Interim comp tied to defined gross profit, paid after invoices collected. Expenses must be tied to revenue structure, not a blank check. Verify SOS/FTB standing for both entities. | Under Discussion | Business | Pre-2025 book: 50/50 net split. New clients (Jan 2026+): 60/40 (Joy gets 60%). Other reps' revenue: all to Jason. Jason pays all BrandFuse expenses. Joy's split deposited to her own account. Joy becomes 'employee' of BrandFuse. | February 1, 2026 | High | S-Corp owned equally by both parties with Jason as sole shareholder. Need to determine buyout, sale, or continued co-ownership structure. | |||
Verify SOS active status and FTB standing first. Do not divide business entities informally. Need formal structure. | Open | Business | Not yet specifically addressed separately from BrandFuse. | February 1, 2026 | High | LLC owned equally by both parties with Jason as sole shareholder. Need to determine buyout, sale, or continued co-ownership structure. |