Divorce Tax Planning #491021
Course Details, Learning Objectives, Table of Contents
CDFA® : 16.0
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Course publication/revision date: This course was updated on 7/23/21 (covers 2021 tax year).
Included with course: Coronavirus Tax Summary (supplemental PDF, online only).
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, Sponsor Information
Open link (above): Course Details, Table of Contents, and Learning Objectives.
Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS printed copies of both, sent via USPS or UPS.
Taking the Exam Online
Online exam is included in price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board, IDFA (CDFA), and IRS CE credits are reported weekly, if applicable.
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Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)
|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price