Financial, Retirement, Tax and Valuation Issues in Divorce | 4204327A

Date :
September 8, 2020 8:30 AM - 4:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Flex Center - Burlingame
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Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00, CFP 8.00
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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.




By attending this session, you will identify

  • 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-nupts, cohabitation agreements, post nupts and many others
  • the advanced income tax issues including like kind exchanges, filing status issues, credits and asset sales
  • the advanced retirement issues inclduing dissecting qualifeid, 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
  • how to redesign the personal fianncial plan after divorce 



Major Subjects:


This program covers

  • Minimizing the financial damage
  • Financial issues in the heart of dividing assets
  • Tax elements inherent in valuing and selling assets
  • Like kind exchange possibilities
  • Valuing retirement plans
  • Determining which plans or equity components would make sense for the client
  • Community property vs. common law issues
  • Redesigning the financial plan after the divorce




Advanced Prep:




Misc. Information:

Wireless Internet access, lunch and discounted parking will be provided for this event and are included in your registration fee.

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Level of Difficulty:
Field of Interest:
Specialized Knowledge

Thsi session is geared for immediate level advisors

Designed For:

Advisors needing a deeper understanding of financial planning related to divorce.



Jeffrey H. Rattiner, CFP
Jeffrey Rattiner CPA, CFP, is president and CEO of The JR Financial Group, Inc., a nationally-acclaimed financial planning training firm that specializes on training CPAs, CFPs, financial advisors, and corporate executives on an array of planning topics including income tax, retirement, estate, divorce, investments, closely-held business owners, cash flow management, financial planning, creating a financial planning practice, and many others. His Rattiner’s Financial Planning Fast Track™, Inc., has been the industry-recognized boot camp for CPAs, financial advisors, and other industry-wide financial services professionals interested in becoming Certified Financial Planners (CFPs) for over 28 years. He has authored eight books in the industry, including such popular titles as Getting Started as a Financial Planner, Personal Financial Planning for Divorce, Financial Planning Answer Book, and Rattiner’s Financial Planner’s Bible. An avid and entertaining speaker, he lectures nationally to CPA firms, employees of financial services organizations, advisors within banks, brokerage firms, mutual fund families, insurance companies, and consumer groups. Rattiner worked previously for the CFP Board, ICFP and AICPA PFP Division.


  • Materials - ebook