Conferences Presenting

Asheville Conference
August 09, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Charleston Conference
May 17, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Las Vegas May Conference
May 10, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Las Vegas December Conference
December 05, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Maui Conference
November 22, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Napa Conference
August 30, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Naples Conference
November 01, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
New York City Conference
December 20, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Scottsdale Conference
October 25, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Seattle Conference
June 21, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Whitefish Conference
August 02, 2019
7:30AM - 1:00PM
Jeff Rattiner, CPA, CFP
Live Event
6
Intermediate
Taxes
Knowledge in tax planning

Course Description

Divorce can be one of the most devastating occurrences for your clients. Many times, our clients are not thinking clearly during the process, and by the time they realize it, it could be too late! Join course presenter Jeff Rattiner, CPA, CFP®, as he prepares a path for your clients to pursue by thinking through the critical and timely decisions that must be made. This session will deal with the pitfalls one faces pre- and post-divorce and solutions that can be used to address these existing and future weaknesses. Issues will be covered from a financial and tax standpoint and include valuation, retirement, business valuation and succession, splitting assets and income, pre-nuptial and post-nuptial agreements, and the re-evaluation of goals after the divorce becomes final. Join this course to learn how to effectively guide your client through this difficult and complex situation. 



Course Specifics

Taxes
Knowledge in tax planning
LE8198013
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Discuss the financial ramifications pre-divorce
  • Discuss the financial ramifications post-divorce
  • Recognize the tax planning elements and resulting strategies of divorce
  • Determine how to work through the divorce process
  • Discuss the role of an advisor in counseling the financial ramifications of divorce
  • Identify which retirement strategies clients should pursue
  • Apply valuation strategies to help clients with closely-held businesses
  • Apply post-divorce personal financial plans and investment strategies


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