Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations 2024

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  • Date/Time
    • Dec 30, 2024
    • Sign In: 8:30am (MT)
    • Program: 9:00am - 4:30pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 8.00
  • Credit Type(s)
    • Specialized Knowledge - Technical (8.00)
  • Prerequisites
    • A basic understanding of divorce concerns.

  • Vendor
    • California CPA Education Foundation
  • Level
    • Intermediate
  • Fields of Study
    • Specialized Knowledge

Description

When contemplating a divorce, financial, retirement and tax issues are critical. Many clients need to think through the problems that are about to unfold. As a result, they need more time to be ready. Therefore, understanding, assessing, and deciding how to proceed is essential before completing the marital separation agreement. Discover how to re-design your client's financial plan with these unforeseen issues now part of the mainstream. During this course, you'll learn business valuation; discuss property, retirement and other assets; gain insights on the tax and financial ramifications of divorce; and navigate the assessment and division of financial assets before, during and after the divorce.

  • Presenters - Jeffrey H. Rattiner
  • Designed For

    Designed For: Advisors needing a deeper understanding of financial planning related to divorce.
  • Role Level - Manager/Senior Manager; Director; Sole Practitioner
  • Objectives

    • Understand which types of assets, plans or equity components the client should pursue during the division
    • Identify tax elements inherent in valuing and selling assets
    • Value retirement plans
    • Determine community property vs. common law issues

    Highlights

    • Divorce and ongoing payment issues dealing with alimony and child support
    • Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others
    • Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales
    • Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets
    • High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options

    Advanced Prep

    None

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    Leaders

    CALCPE Panel

    No Biography Available

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