Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26
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.
Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Intermediate
Highlights
- 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
Prerequisites
A basic understanding of divorce concerns.
Designed For
Advisors needing a deeper understanding of financial planning related to divorce.
Objectives
- Understand which types of assets, plans or equity components the client should pursue during the division
- Identify tax elements inherent in valuing and selling assets
- Value retirement plans
- Determine community property vs. common law issues
Preparation
None
Leader(s):
Leader Bios
Jeffrey Rattiner, JR Financial Group, Inc.
Mr. Rattiner is president of the JR Financial Group, Inc., which is a multi-purpose firm serving the financial services industry. The company has as its mission to initiate marketing opportunities for financial service organizations by targeting third-party intermediaries, such as CPAs and CFPs, and the developing and distributing product to that segment. He has been the Director of Professional Development & Corporate Sponsorship for the Institute of Certified Financial Planners. Mr. Rattiner earned his Bachelor of Business Administration (BBA) with an emphasis in Marketing Management from Bernard M. Baruch College of the City University of New York in 1981, his Master of Business Administration (MBA) in Certified Public Accounting from Hofstra University in 1983 and his Certified Financial Planner Education from New York University in 1992. He is licensed as a Certified Financial Planner (CFP) with the CFP Board of Standards in Denver, Colorado, and as a Certified Public Accountant and Insurance Broker in New York and Colorado.
Non-Member Price $439.00
Member Price $329.00