Divorce Decisions: Navigating Financial, Tax, and Valuation Issues

6 Credits: Taxes
Event Date: November 21, 2024 7:30 am


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Divorce Decisions: Navigating Financial, Tax, and Valuation Issues

Course Level
CPE Credits

6 Credits: Taxes
Event Date: November 21, 2024 7:30 am

Course Description

Financial, retirement, tax, and valuation issues are critical concerns when contemplating a divorce. Understanding, assessing, and deciding how to proceed is essential before completing the marital separation agreement. Learn business valuation and the division of assets. Discuss property, retirement, and other possibilities that may enter the equation. Gain insights on the tax and financial ramifications of divorce. Navigate the assessment and division of financial assets before, during, and after the divorce.

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Learning Objectives

  • Minimizing the inevitable financial damage
  • Financial issues in the heart of dividing assets in a post COVID world!
  • Understanding which types of assets, plans or equity components the client should pursue during the division.
  • Tax elements inherent in valuing and selling assets
  • Valuing retirement plans
  • Community property vs. common law issues
  • The importance of being prepared by planning in advance
  • The ongoing payment issues dealing with alimony and child support
  • The rash of documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post nuptials and many others
  • The advanced income tax issues including like-kind exchanges, filing status issues, credits and asset sales
  • The advanced retirement issues including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets
  • The high-level valuation issues including closely held business, stock redemptions, partnership redemptions and stock options
  • Redesigning the personal financial plan after divorce
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Course Specifics

Course ID


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jeff Rattiner Headshot

Jeff Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Scottsdale, Arizona and Centennial, Colorado. His Financial Planning Fast Track (FPFT) program—which has been taught at eight universities—provides professionals with the training necessary to become CFP® certificants, and it received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent and sought-after industry writer and entertaining speaker—authoring 10 books for Wiley, Bloomberg, CCH, Harcourt Brace and many others covering a variety of …

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