Self-Study CPE Courses for Financial and Tax Professionals

Divorce Transfers and Settlements NEW! View Table of Contents [ Print This Page ] CPE Credit: CFP®: 1 CPA:   2 EA:     2 RTRP:     2 Licenses: Certified Financial Planner® Certified Public Accountant Enrolled Agent Registered Tax Return Preparer Course Description (scroll down to order) Course publication/revision date: This course was updated on 5/01/2013. Course Description: Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset divisions are examined with an emphasis on planning considerations. This mini-course reviews property settlements and other transfers incident to divorce. Basis allocation, third party transfers and purchases between spouses are also examined. Common pitfalls for the unwary such as transfers in trust, installment notes, and purchases between spouses are analyzed. Application of these tax principles is exampled in selected asset divisions of the residence, business interests, insurance, and pension benefits. This course also carries 2 EA and RTRP credits. Learning Objectives and Course Content    Open "View Table of Contents" window at top of page. Course text: (57 pages): glossary; review questions, answers, and explanations. Author: Danny Santucci, J.D. Exam and Grading: Included in price. Exam can be taken online or by fax.  Program delivery method: Self-study (interactive), available in print or PDF (downloaded upon purchase). Program level: Overview; Course prerequisites: Basic familiarity with federal taxation; Advance preparation: None Subject Codes/Fields of Study: CFP Board, CPA, EA,, RTRP: Taxes. NAPFA members: download a NAPFA credit-by-subject chart from our Resources page. CPE Credit, Reporting, and Sponsor Information CPE Credit and Reporting: CFP®, CPA, EA,  and PACE credit available in all states. CFP® credits reported automatically (if applicable). PACE credit hours: Same as CPA. In accordance with the standards of the CFP Board, the National Registry of CPE Sponsors, the Quality Assurance Service (QAS), and the IRS, CPE credits have been granted based on a 50-minute hour.   Program Sponsor Information: CFP Board: 1008. NASBA: Registry: 107615; Quality Assurance Service (QAS): 050. IRS: FWKKO. Individual State Boards of Accountancy requiring sponsor registration: Florida 4761; New York: 002146; Ohio: M0021; Texas: 009349. How to order/register for this course: Order online or by phone (800-588-7039) To order online: 1. (Optional) Log-in or Open an Account. 2. Enter quantity below 3. Select how you would like to receive the course (Printed materials sent in the mail or PDF file Downloaded and saved to your computer). 4. Click "Add to Cart"  and proceed to secure checkout.  PDF Downloads: The PDF version of this course is downloaded, including the exam, from the purchase confirmation page.  First save the course file to your computer, then open it. It can be printed.)  Don't forget: Get 18% off when you order 3 or more courses. (Discounts and shipping/handling, if applicable, are added during checkout, just before payment.) Download Price:  $35.00 Print Price:  $45.00 Quantity  Purchase Option:  PDF/Download Print Version (U.S. addresses only)