DTTP
HOW TO AVOID GETTING BURNED IN A DIVORCE:
TAX TRAPS, TRICKS, AND PLANNING

The purpose of this course is to explore the practical tax and financial issues that arise as a result of divorce or separation. The course is crucial for practitioners who are seeking solutions to benefit both parties.

Major topics include:

  • Filing status -- Joint returns versus married filing separately
  • Alimony -- What traps to avoid
  • Child support issues
  • Dependency exemptions and who gets them
  • Innocent spouse relief -- The NEW final regulations
  • Property settlements -- How to make them "tax smart"
  • The personal residence -- Best structuring techniques
  • Retirement plan balances -- Knowing what to do and what not to do when structuring qualified domestic reduction orders
  • Antenuptial agreements -- Planning from before day one

Level of knowledge: Intermediate

Field of study: Taxes


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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com