Log Out

Surgent's How to Split Retirement Accounts as Part of a Divorce Settlement (IRA3)

 
 Wednesday, Jul. 17, 2019 from 1:00 pm to 3:00 pm
 Online
 
2.0
20 / 2-60796
Registration is Open
VSCPA Members
$89.00 Regular Registration
Nonmembers
$89.00 Regular Registration
Designed For:
Financial advisors, tax professionals, and individuals who support IRAs and employer plans (employees of financial institutions who answers questions about and handle transactions for IRAs and employer plans)
Prerequisite:

A basic understanding of individual income tax

According to the Center for Retirement Research at Boston College, about 40 percent of marriages end in divorce. For many of these individuals, IRAs are included in their divorce settlement agreement.
The spouse who receives an IRA as part of a divorce settlement agreement is responsible for paying any income tax due on the amount. To ensue that this requirement is properly applied, the applicable provisions in the Tax Code must be adhered to.


Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.