Divorce Taxation: Practical Issues

CD & Manual
  389229TMX $219.00 USD Add to Cart
Credit Details
 84 Min. Audio MP3 - No shipping cost
   389229POD $219.00 USD Add to Cart
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What is a Podcast?

Benefits

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.


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, Kabat, Schertzer, De La Torre & Taraboulos & Co.

Elgin Polo
  • Partner with Kabat, Schertzer, De La Torre & Taraboulos & Co.
  • 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




These Materials are Designed For

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

CD & Manual - CD Set with bound 10 page manual
Podcast - 84 Minute MP3 with 10 page electronic manual - Immediate Access and No Shipping Cost