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
Course code
Code
22WC-1008
Sponsor
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.
