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.
Minimizing the inevitable financial damage. Financial issues in the heart of dividing assets. Understanding which types of assets the client should pursue during the division. 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
This session is geared for mid-level advisors.
Advisors needing a deeper understanding of financial planning related to divorce.
The importance of being prepared by planning in advance. Dividing assets in a post COVID world! 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. How to redesign the personal financial plan after divorce.
Jeffrey Rattiner is president and CEO of the JR Financial Group, Inc. which is a multi-purpose firm serving the financial services industry. Jeffrey provides income tax and financial planning and money management services to consumers. HE is the founder of the nationwide Financial Planning Fast Track® educational programs that train advisors to become Certified Financial Planner licensees in an accelerated alternative format. Mr. Rattiner has authored Rattiner’s Review for the CFP Certification Examination Fast Track Study Guide, Rattiner’s Financial Planner’s Bible for John While & Sons, Adding Personal Financial Planning to Your Practice for American Management Association, and Personal Financial Planning Library for Harcourt Professional Publishing. He is also a monthly columnist for Financial Planning Magazine.
Mr. Rattiner has served in director capacities in several industry organizations including the Institute of Certified Financial Planners, and the Certified Financial Planner Board of Standards in Denver, CO. and the Personal Financial Planning Division of the AICPA in New Your City.
Non-Member Price $389.00
Member Price $289.00