Course information

Approved for 1 CDFA & CFP CE Credit

Dividing marital assets is more than just balancing numbers—it's about understanding the hidden tax implications and long-term financial impacts of each decision. This session offers a deep dive into the complexities of marital balance sheets and the embedded tax issues associated with various assets.

What You’ll Learn:

1. Analyzing Asset Tax Implications: Explore the tax consequences of common marital assets, including the marital home, investment real estate, marketable securities, and qualified assets.
2. Spotting Hidden Tax Benefits: Learn to identify less obvious tax advantages of particular assets that might influence negotiation strategies.
3. Behavioral and Lifestyle Considerations: Understand how personal preferences and lifestyle factors can impact asset division decisions.
4. Real-World Applications: See a complete marital balance sheet in action, with sample asset division scenarios demonstrating both tax-affected and non-tax-affected outcomes.

Gain practical insights on how to navigate tax benefits, pitfalls, and future financial consequences to help clients achieve equitable and informed resolutions. This session is a must for professionals seeking to balance technical expertise with a client-centered approach.