Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations 2023

Course Details


Tuesday, September 19, 2023

9:00am – 4:30pm (Registration: 8:30am)



Field of Study

Specialized Knowledg

CPE Credit

8 hours CPE credit

Level of Knowledge





A basic understanding of divorce concerns.


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 financial plan with these unforeseen issues now part of the mainstream. Learn business valuation. Discuss property, retirement and other assets. Gain insights on the tax and financial ramifications of divorce. Navigate the assessment and division of financial assets before, during, and after the divorce.


• Divorce
• Pre and post-nuptial concerns
• Financial planning
• Valuation
• Retirement
• Income tax issues


• Understanding which types of assets, plans or equity components the client should pursue during the division.
• Tax elements inherent in valuing and selling assets
• Valuing retirement plans
• Community property vs. common law issues
• The ongoing payment issues dealing with alimony and child support
• The rash of documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others
• The advanced income tax issues including like-kind exchanges, filing status issues, credits and asset sales
• The advanced retirement issues including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets
• The high-level valuation issues including closely held business, stock redemptions, partnership redemptions and stock options

Designed For

Advisors needing a deeper understanding of financial planning related to divorce.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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