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Divorce Taxation: Practical Issues

Are you aware of the potential tax issues that can occur during a divorce? Make sure you are up to speed on the tax aspects and emerging issues of divorce.

Most divorce cases have significant tax ramifications to your client. This topic 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.

Runtime: 91 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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); Same-Sex Marriage
  • 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
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on November 23, 2015.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Elgin Polo

Elgin Polo

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

  • Partner in the office of Kabat, Schertzer, De La Torre, Taraboulos & Co., LLC
  • Practice emphasizes all aspects of forensic and valuation services
  • Conducts regular seminars and workshops on numerous family law engagements
  • Membership information: Florida Bar Family Law Section, Florida Institute of Certified Public Accountants, American Institute of Certified Public Accountants, Estate Planning Council of Greater Miami, National Association of Certified Valuation Analysts, Association of Certified Fraud Examiners, Business Networking International
  • M.B.A. degree, with a concentration in taxation, University of Miami; B.S. degree in accounting, Binghamton University
  • Can be contacted at 305-670-3370 x2035 or [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 396918
Published 2015
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