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Self-Study Courses

Tax Checklist for Knotty Divorces (Currently Unavailable)

2 CPE Credits $31.00/credit hour Tuesday, March 16, 2021 · 12:00pm PT / 3:00pm ET

Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2024 to receive credits

This course will address the top ten tax issues that attorneys do not address properly when preparing divorce documents, filed with the Court. Participants will get a Checklist to use in each divorce file.

Publication Date: March 2021

Designed For
Tax practitioners at all levels regardless of tax practice who want to protect their divorcing clients interests and their own. This is also an excellent resource for individuals in the midst of divorce to help them identify key tax issues before signing their divorce agreements.

Topics Covered

  • Why is this Checklist Necessary?
  • The 8 Pre”martial Questions
  • Tools — THE Divorce Checklist
  • Alimony and the Tax Cuts and Jobs Act
  • Not Defining 'Support' Clearly
  • Characteristics of Alimony
  • Child Support
  • Joint Custody Issues
  • Marital Assets
  • Address the Day”to”Day Problems
  • The Final Year Tax Returns
  • Deducting Divorce Costs
  • Post”Divorce Arrangements
  • Bifurcation

Learning Objectives

  • Identify ten key tax issues that have the most impact on divorcing couples
  • Recognize the most frequent pieces of information missing from divorce agreements, sales contracts, business associations, etc.
  • Identify which state is considering electing out of alimony for state purposes
  • Describe how many types of payments there are within a divorce
  • Identify which issues should be addressed before the divorce is final
  • Recognize types of alimony
  • Recognize which forms to use in various client scenarios

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic experience with divorce tax issues.

Advance Preparation
None.

Instructors

Eva Rosenberg

Eva Rosenberg, EA, Your TaxMama® has been a member of NAEA for over three decades. TaxMama® has been teaching Enrolled Agents Exam review courses off and on since developing the program for UCLA Extension over 20 years agoThese days, she’s teaching her own course online at www.irsexams.school

Eva has a B.A. in Accounting and an M.B.A. in International business. Your TaxMama® has been a TaxWatch columnist for Dow Jones' www.MarketWatch.com for nearly 15 years, and award-winning author of two best-selling books, Small Business Taxes Made Easy, (4th edition) published by McGraw-Hill and Deduct Everything! from Humanix Publishing.

As a speaker, TaxMama® is popular with both tax professionals and taxpayers. Please drop by www.TaxMama.com and get answers to tax questions we can't cover here, free, by simply clicking on this link: http://iTaxMama.com/AskQuestion

Armand D'Alo

Armand is a Certified Financial Planner, Certified Divorce Financial Analyst and tax professional. He refers to his work as that of a financial architect. He has authored the book, The Jump of Your Life: Successfully Navigating the Free-fall of Divorce and Other Life Trauma. Armand holds a BS Degree from Brigham Young University in finance and family counseling. He has taught at Brigham Young University as Adjunct Faculty in the financial planning curriculum, as well as UC Irvine. He has also taught at Education Week for several years on the BYU campus in Provo, Utah. Armand has also presented topics on divorce at the national convention for The International Academy of Collaborative Professionals (IACP). He has worked in the field of divorce and mediation for over ten years. His mediation training is through Pepperdine Law School, the National Center for Conflict Resolution and with Forrest Mosten, a nationally known mediator for divorce.

Robbin Marguerite D'Alo

Robbin is a Certified Divorce Financial Analyst, a tax professional and a Certified Legal Assistant with membership in NALA (National Association of Legal Assistants). Robbin has authored several articles for the web on divorce and family law matters. She holds a BS degree in business management through the University of Phoenix. Robbin is a member of the Phi Theta Kappa International Honor Society. She is also a Notary Public for the State of California. She has worked in the field of divorce and mediation for over ten years. She received mediation training at Pepperdine Law School, the National Center for Conflict Resolution and with Forrest Mosten, a nationally known mediator for divorce.

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