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Divorce Taxation: Practical Issues

Webinar: ID# 1013264
Recorded CD
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Divorce Taxation: Practical Issues
About This Course:
Most divorce cases have significant tax ramifications to your client. This live audio conference provides the skills to identify them before they create a problem for you and your client at settlement.

We will begin with the recent changes to the tax law and provide a key road map in navigating the numerous pitfalls that may appear in your case. Whether it is when your client may qualify for innocent spouse relief or how to identify the potential for alimony recapture we will teach you analytical thinking as it relates to equitable distribution and identify the potential taxation of certain property as well as an overview of how to identify which assets need further analysis.

Learning Objectives:

  • You will be able to review dependency deductions and credits.
  • You will be able to discuss signing vs. nonsigning of joint tax returns.
  • You will be able to explain IRAs and retirement accounts.
  • You will be able to identify business valuations.

Agenda

Critical Topics in Taxation for Family Law

  • Taxation of Support
    • Lump Sum Alimony and Equitable Distribution
    • Taxability of Undifferentiated Support
    • Taxation of Alimony and Child Support (Recapture?)
  • Dependency Deductions and Credits
  • Filing Status - Divorced or Separated Individuals (Head of Household)
  • Signing vs. Nonsigning of Joint Tax Returns
  • Deductibility of Interest on Debt in Equitable Distribution

Assets and Liabilities

  • Valuation Dates
  • Income vs. Cash Flow
  • IRAs and Retirement Accounts
    • Defined Benefit
    • Defined Contribution
  • Cash Surrender Value Life Insurance
  • Loans and Notes Receivable
  • Stock Options
  • Litigation Loans
  • Income Tax Refunds/Balance Due
  • Business Valuations
    • Standard of Value
    • Valuation Methodology
    • Market Approach
    • Income Approach
    • Asset Approach

Faculty

Elgin Polo, Morrison, Brown, Argiz &Farra, LLP

  • Partner with Morrison, Brown, Argiz &Farra, LLP
  • Licensed certified public accountant
  • Certified as a valuation analyst by the National Association of Certified Valuation Analysts as well as holding the Accredidation in Business Valuations from the American Institute of Certified Public Accountants
  • Court appointed to assist in resolving some of the most complex issues in divorce cases
  • Serves as an expert witness in business valuations and forensic accounting
  • Testified in various courts in South Florida
  • Adjunct professor in accounting at Florida International University

Who Should Attend

This live audio conference is designed for accountants, attorneys, presidents, vice presidents, tax managers, estate and financial planners, finance managers and enrolled agents.

Continuing Education Credit

Credit is available only for the LIVE webcast. Recorded versions do not qualify for credit. Only registered and paid attendees will receive continuing education credit. Certificates of Completion are provided to each registered attendee. Your certificate will be emailed to you within two weeks following completion of the program.

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Divorce Taxation: Practical Issues
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