Course information

Approved for 1.5 CDFA & CFP CE Credits

Divorce settlements are not just about dividing assets—they’re about mastering the intricate web of financial and tax implications to secure equitable outcomes. This comprehensive session unpacks the critical financial and tax considerations that arise during divorce proceedings, spotlighting the indispensable role of Certified Divorce Financial Analysts (CDFA®s).

What You’ll Learn:

1. Tax Strategies for Success: Gain a clear understanding of tax filing statuses, credits, and deductions, including child and dependent care credits, energy tax incentives, and the impact of the Affordable Care Act.
2. Advanced Financial Insights: Explore nuanced topics such as tax basis adjustments, capital loss carryovers, depreciation, and the allocation of business deductions in divorce scenarios.
3. Decoding Partnership Taxation and Red Flags: Delve into partnership taxation, beneficial ownership reporting requirements, and uncover common financial disclosure pitfalls.
4. Real-World Applications: Through compelling case studies, learn practical strategies and avoid common mistakes when navigating the intersection of tax law and family law.

This session is a must for financial professionals, attorneys, and divorce specialists aiming to advocate effectively for their clients, ensure compliance, and achieve equitable resolutions.