November 29, 2021 9:00am – 4:30pm Map & Directions 602-252-4144

Webcast: Financial, Retirement, Tax and Valuation Issues in Divorce

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

Financial, retirement, and tax issues are critical concerns when contemplating a divorce. Understanding, assessing, and deciding how to proceed is essential before completing the marital separation agreement. Learn business valuation. Discuss property, retirement, and other assets. Gain insights on the tax and financial ramifications of divorce. Navigate the assessment and division of financial assets before, during, and after the divorce.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

8:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Specialized Knowledge
8

Objectives

  • The importance of being prepared by planning in advance
  • Dividing assets in a post COVID world!
  • The ongoing payment issues dealing with alimony and child support
  • The rash of documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post nuptials and many others
  • The advanced income tax issues including like-kind exchanges, filing status issues, credits and asset sales
  • The advanced retirement issues including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets
  • The high-level valuation issues including closely held business, stock redemptions, partnership redemptions and stock options
  • How to redesign the personal financial plan after divorce

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

Advisors needing a deeper understanding of financial planning related to divorce.

Prerequisites

This session is geared for mid-level advisors.

Highlights

  • Minimizing the inevitable financial damage
  • Financial issues in the heart of dividing assets
  • Understanding which types of assets the client should pursue during the division.
  • Tax elements inherent in valuing and selling assets
  • Like-kind exchange possibilities
  • Valuing retirement plans
  • Determining which plans or equity components would make sense for the client
  • Community property vs. common law issues
  • Redesigning the financial plan after the divorce

Notes

Manager/Senior Manager; Director; Sole Practitioner

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