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Divorce Tax Planning#4910

This course has been archived and cannot be purchased.

Credit
Amount
CPA
10
CFP®
10
EA / OTRP
10

Course Description

This course has been replaced with a newer edition. See course #491015

Course publication/revision date: This course was updated on 4/9/2014 (covers 2014 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 the family residence.

Course Information