Once the divorce is finalized, your role as an advisor is to assist clients as they navigate their new normal.
DESIGNED FOR
CPAs in public practice
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.
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
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None