Divorce Concerns: Taxes, Valuation, Finances, Retirement & Obligations 2024

Divorce Concerns: Taxes, Valuation, Finances, Retirement & Obligations 2024

Divorce Concerns: Taxes, Valuation, Finances, Retirement & Obligations 2024

Overview

When contemplating a divorce, financial, retirement and tax issues are critical. Many clients need to think through the problems that are about to unfold. As a result, they need more time to be ready. Therefore, understanding, assessing and deciding how to proceed is essential before completing the marital separation agreement. Discover how to re-design your client's financial plan with these unforeseen issues now part of the mainstream. During this course, you'll learn business valuation; discuss property, retirement and other assets; gain insights on the tax and financial ramifications of divorce; and navigate the assessment and division of financial assets before, during and after the divorce.

8.0 CPE Credits

Registration

Registration is open through 12/30.

Member Price

$299

Nonmember Price

$399

Monday, December 30

10:00am to 5:30pm (Check-In 9:30am)

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