Financial and Tax Planning Pitfalls and Practical Solutions for Divorce

5 Credits: Taxes


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Financial and Tax Planning Pitfalls and Practical Solutions for Divorce

Course Level
CPE Credits

5 Credits: Taxes

Course Description

A poor settlement can hurt your client emotionally, financially, and tax-wise, perhaps for a very long time! As a financial professional, you need to know how to assist your clients by helping them to gain the best situation from a no-win situation. You need to know ways to broach the subject with these clients to help assist them before, during, and after the end of the marriage. In this course, Jeffrey Rattiner will teach you how to navigate the emotionally-charged and financially-complex issues that surround divorce. You’ll come away with an understanding of the strategies to employ during the divorce and knowledge of what your ultimate goals should be. Special attention is given to financial, tax, retirement, valuation, and investment strategies that help minimize the damage in the unfortunate occurrence of a client getting divorced.

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Learning Objectives

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

  • Identify the big picture of divorce and how to determine what makes the most sense to protect
  • Evaluate, analyze, and diagnose potential financial and tax problems resulting from divorce strategies
  • Determine the financial aspects of alimony and child support and determine possible alternative strategies
  • Describe the tax effects of divorce, both now and in the future
  • Evaluate and suggest possible strategies relating to divorce retirement issues
  • Incorporate closely-held business, stock, and other valuation issues in divorce
  • Incorporate sound investment and cash flow strategies relating to divorce
  • Re-evaluate the financial plan post-divorce
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Course Specifics

Course ID
Revision Date
August 25, 2022


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02176-22-O
IRS Federal Tax Law Credits: 5
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1372
CTEC Federal Tax Law Credits: 5

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.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at

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 …