Course Description
CDFA® : 16.0
Course publication/revision date: This course was updated on 7/23/21 (covers 2021 tax year).
This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. Property settlements, basis allocation, third party transfers, and purchases between spouses are explored and analyzed. Special attention is given to the division of business interests, retirement plans (including QDROs), insurance policies, and family residence.
Course, Credit, Reporting, Sponsor Information
(See above: Course Details, Learning Objectives, Table of Contents)
Reporting: CFP Board, IDFA™ (CDFA®), and IRS CE credits are reported weekly, if applicable.
