Financial and Tax Planning for Divorce: Identifying Pitfalls and Developing Practical Solutions Webcast | 4193177B

Date :
June 17, 2019 8:30 AM - 4:00 PM
Location :
Webcast
Facility :
Webcast Event
Level of Difficulty :
Overview
Member Price :
295.00
Nonmember Price :
400.00
CPE Credits :
CPE 8.00, CFP 8.00
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Divorce can be messy. CPAs need to know how to assist clients by protecting them financially, before, during and after the divorce! Learn to navigate the emotionally charged and financially complex issues that surround divorce.

Discuss the exposures a client could face and identify pitfalls. Plus, develop solutions that can be used to address existing and future tax and financial planning weaknesses.

Materials are provided as an ebook.

Objectives:

  • Identify strategies to minimize the damage created by the financial effects of divorce.
  • Identify the potential exposures that result from the divorce process.
  • Determine ways to gauge divorce issues
  • Determine ways to pay for divorce.
  • Determine which assets to keep
  • Determine the financial aspects of alimony and child support.
  • Determine how to incorporate sound investment strategies relating to divorce.

Major Subjects:

  • The divorce process: before, during and after
  • Potential exposures and getting prepared
  • Minimizing damage
  • Protecting the client
  • Financial planning, tax and retirement issues
  • Valuation afterwards
  • After the divorce: Next stage of life - starting all over - the realities in developing a new and achievable game plan

Advanced Prep:

None.

Misc. Information:

This course will adjourn at 4 p.m.

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Level of Difficulty:
Overview
Field of Interest:
Taxes
Prerequisites:

None.

Designed For:

CPAs, financial professionals and tax practitioners.

Instructors

Jeffrey H. Rattiner, CPA, CFP

Jeffrey H. 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.

No Agenda or Materials posted.