Virtual
Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations 2024
Date: Dec. 30, 2024
Time: 8 a.m. – 3:30 p.m. PT
Overview
When contemplating a divorce, financial, retirement and tax issues are critical. Many clients need to think through the problems that are about to unfold. As a result, they need more time to be ready. Therefore, understanding, assessing, and deciding how to proceed is essential before completing the marital separation agreement. Discover how to re-design your client's financial plan with these unforeseen issues now part of the mainstream. During this course, you'll learn business valuation; discuss property, retirement and other assets; gain insights on the tax and financial ramifications of divorce; and navigate the assessment and division of financial assets before, during and after the divorce.
Product Code
1000002697-125008
Credit Type
CPE: 8CFP: 8CPE-Technical: 8IAR-PP: 6Intended Audience
Advisors needing a deeper understanding of financial planning related to divorce.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Intermediate
Prerequisites
A basic understanding of divorce concerns.
Advance Preparation
None
Learning Objectives
Major Subjects
- Divorce and ongoing payment issues dealing with alimony and child support
- Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others
- Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales
- Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets
- High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.