Complimentary for Members

On-Demand Self-Study


Tax Planning in Divorce - Tax and Financial Planning for Individuals Conference - 06/01/2025

Are you prepared to help your clients plan for marriage bliss, or navigate through the tumultuous seas of divorce? Learn the important tax issues that you and your clients need to know, including using prenuptial or post nuptial agreements to transfer and

On-Demand Self-Study

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Identify key tax implications of marriage and divorce, including filing status changes, alimony treatment, and dependency exemption rules under current tax law.
  • Evaluate strategic uses of prenuptial/postnuptial agreements for wealth transfer and asset protection while minimizing tax consequences.
  • Develop tax-efficient plans for marital asset division, including structuring home sales to maximize capital gains exclusions and minimize joint liability.

Major Topics

  • Key tax implications of marriage and divorce.
  • Strategic uses of prenuptial/postnuptial agreements for wealth transfer and asset protection.
  • Tax-efficient plans for marital asset division.

CPE Credits Available

0
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, CFPs, CLUs, tax attorneys and other professionals involved in individual tax planning and compliance, private bankers, financial planners for high-net worth individuals, executives, and family office personnel.

Provider

Foundation for Accounting Education

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