September 29, 2022 8:00am – 11:30am Map & Directions 602-252-4144

Webcast: Today's Divorce Concerns and the Financial, Retirement, Tax and Valuation Issues and Obligations That Accompa


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.


ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):
Specialized Knowledge


  • Minimizing the inevitable financial damage
  • Financial issues in the heart of dividing assets in a post COVID world!
  • Understanding which types of assets, plans or equity components the client should pursue during the division.
  • Tax elements inherent in valuing and selling assets
  • Valuing retirement plans
  • Community property vs. common law issues
  • The importance of being prepared by planning in advance
  • 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
  • Redesigning the personal financial plan after divorce

Course Level



CalCPA Education Foundation More With This Vendor

Designed For

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


A basic understanding of divorce concerns.


Topics include divorce, pre and post-nuptial concerns and its effect on financial planning, valuation, retirement and income tax issues.



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