Family Law Series for New Jersey CPAs

While most people say “that will never happen to us,” the truth is that more than half of first marriages end in divorce. The statistics are far worse for second and third marriages. Accountants play an important role in assisting clients in preparing for marriage – and providing options to protect their wealth through prenuptial agreements and other vehicles.

Highlights

This program will provide insight into the steps that will help clients manage expectations during marriage in the event of death and divorce, including:

• Protecting their business
• Protecting their family assets
• Protecting their children and preserving their inheritance
• Protecting their future selves and acknowledging their sacrifices

Benefits

Attendees will learn the ins and outs of important family law topics relating to marriage and divorce and how accountants assist their clients in each stage. Attendees will also receive electronic copies of “That Will Never Happen to Us,” by Susan Reach Winters, Chair of the CSG Law Family Law Group, which discusses important information relating to pre-marital choices.

Designed For

CPAs in public practice

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This program will take a deep dive into the Case Information Statement – providing resources and tools that will help accountants provide the necessary information to clients most completely and helpfully.

Highlights

Through both the eyes of a family lawyer and accountants practicing in this area, attendees will gain insight into topics relating to the divorce process, including: 

• Step-by-step look at a Family Part Case Information Statement with detailed insight and strategy
• Helping clients navigate the process from start to finish
• Utilizing a financial advisor to understand and plan for a client’s financial needs
• Working forensic accountants to trace assets, value businesses and determine income for support purposes
• Asset-specific tax-related issues and future embedded tax consequences
• Analyzing settlement proposals
• Expert testimony and effectively supporting your conclusions

Benefits

Attendees will learn the ins and outs of important family law topics relating to marriage and divorce and how accountants assist their clients in each stage. Attendees will also receive electronic copies of “That Will Never Happen to Us,” by Susan Reach Winters, Chair of the CSG Law Family Law Group, which discusses important information relating to pre-marital choices.

Designed For

CPAs in public practice

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Once the divorce is finalized, your role as an advisor is to assist clients as they navigate their new normal.

Highlights

Learn from family lawyers what services are most in need post-divorce, and strategies for assisting clients with a wide variety of needs including:

• Developing relationships with new and independent accountants
• True ups – keeping track of expenditures and calculations of support in complex cases
• When to invest and when to tap into retirement from a tax perspective
• Maximizing deductions and credits
• Relocation and its tax implications
• Remarriage

Benefits

Attendees will learn the ins and outs of important family law topics relating to marriage and divorce and how accountants assist their clients in each stage. Attendees will also receive electronic copies of “That Will Never Happen to Us,” by Susan Reach Winters, Chair of the CSG Law Family Law Group, which discusses important information relating to pre-marital choices.

Designed For

CPAs in public practice

View Full Event Details