Tuesday, November 16 @ 1:30 PM
(2 CPE TAXES) (2 CFP) (2 CLE) Nannette Watts, CPA/ABV/CFF, Jackie Caputo, Esq., Aaron Lieberman, CFP®, CDFA, Amy Reinstein-Augenstein, Esq. LCSW
A panel of speakers will include a divorce attorney, a Forensic CPA, and a Certified Divorce Financial Analyst (CDFA) who will lead an interactive discussion based on a Case Study of divorce. Attendees will learn about the potential pitfalls and common mistakes that can be made during equitable distribution, the “cost of the mistake” to clients and how the CPA can and should play an integral role in helping their client(s) preserve their assets and avoid unnecessary taxation in the transfer of those assets pursuant to divorce proceedings.
Who Should Attend:Accountants, Attorneys and CFPs
Learning Objectives:Recognize and identify strategies to provide tax and financial assistance during divorce
Prerequisites:General knowledge of divorce and taxes
Level:Intermediate
Advanced Preparation:None
Delivery Method:Group Internet Based