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22WC-1008: Today's Divorce Concerns and the Financial, Retirement, Tax and Valuation Issues and Obligations That Accompany The Process (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Monday, December 19, 2022
Time 10:00am - 5:30pm
Central Time
Location Online
CPE credits CPE 8.0
Field(s)
of study
Specialized Knowledge - Technical (8.0)
Fees
Standard Member Fee $299.00
Standard Nonmember Fee $399.00

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.

Who should take this program?

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

Major subjects

  • Divorce
  • Pre and post-nuptial concerns and its effect on financial planning, valuation, retirement and income tax issues

Learning objective(s)

  • 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

Notes:

Course code Code 22WC-1008
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. A basic understanding of divorce concerns.
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.

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