Financial, Retirement, Tax and Valuation Issues in Divorce (working title) Webcast | 4204327E

Course Details


Monday, January 25, 2021

9:30am – 5:00pm (Registration: 9:00am)



Field of Study

Specialized Knowledg

CPE Credit

8 hours CPE credit

Level of Knowledge





Thsi session is geared for immediate level advisors


Financial, retirement, and tax issues are critical concerns when contemplating a divorce. Understanding, assessing, and deciding how to proceed is essential before completing the marital separation agreement. 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.


This program covers

Minimizing the financial damage
Financial issues in the heart of dividing assets
Tax elements inherent in valuing and selling assets
Like kind exchange possibilities
Valuing retirement plans
Determining which plans or equity components would make sense for the client
Community property vs. common law issues
Redesigning the financial plan after the divorce


By attending this session, you will identify

the importance of being prepared by planning in advance
the ongoing payment issues dealing with alimony and child support
the rash of documents protecting a client going forward, including pre-nupts, cohabitation agreements, post nupts and many others
the advanced income tax issues including like kind exchanges, filing status issues, credits and asset sales
the advanced retirement issues inclduing dissecting qualifeid, 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
how to redesign the personal fianncial plan after divorce

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

View All Professional Development Courses