Financial and Tax Planning for Divorce: Identifying Pitfalls and Developing Practical Solutions

Course Details

Date

Tuesday, November 5, 2019

6:30am – 2:00pm
(Registration: 6:00am)

Field of Study

Taxation

Course Number

4193177C

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Overview

Vendor

CalCPA Education Foundation

Prerequisites

None.

Description

Divorce can be messy. CPAs need to know how to assist clients by protecting them financially, before, during and after the divorce! Learn to navigate the emotionally charged and financially complex issues that surround divorce.

Discuss the exposures a client could face and identify pitfalls. Plus, develop solutions that can be used to address existing and future tax and financial planning weaknesses.

Materials are provided as an ebook.

Highlights

  • The divorce process: before, during and after
  • Potential exposures and getting prepared
  • Minimizing damage
  • Protecting the client
  • Financial planning, tax and retirement issues
  • Valuation afterwards
  • After the divorce: Next stage of life - starting all over - the realities in developing a new and achievable game plan

Objectives

  • Identify strategies to minimize the damage created by the financial effects of divorce.
  • Identify the potential exposures that result from the divorce process.
  • Determine ways to gauge divorce issues
  • Determine ways to pay for divorce.
  • Determine which assets to keep
  • Determine the financial aspects of alimony and child support.
  • Determine how to incorporate sound investment strategies relating to divorce.

Designed For

CPAs, financial professionals and tax practitioners.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$245.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$375.00
Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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