Financial, Retirement, Tax and Valuation Issues in Divorce (working title) Webinar

Jan 25
11:30 - 7:00 p.m.

Online

8-Other
CPE Credits

By attending this session, you will identifythe importance of being prepared by planning in advancethe ongoing payment issues dealing with alimony and child supportthe rash of documents protecting a client going forward, including pre-nupts, cohabitation agreements, post nupts and many othersthe advanced income tax issues including like kind exchanges, filing status issues, credits and asset salesthe advanced retirement issues inclduing dissecting qualifeid, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assetsthe high level valuation issues including closely held business, stock redemptions, partnership redemptions and stock optionshow to redesign the personal fianncial plan after divorce
Highlights
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.

Registration

PICPA Member: $295
Nonmember: $400

More Information

Course No. 4204327E Level: Intermediate

Prerequisites: Thsi session is geared for immediate level advisors

Notes
None

Speaker(s)

Jeffrey Rattiner