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PFP2328
Divorce Planning
Date
June 6, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from AICPA & CIMA ENGAGE 2023:
Working in the divorce niche affords you the opportunity to become an expert in both the technical areas around divorce as well as becoming an expert on the profile of the person you are helping. This session will dive into the tax specific issues and opportunities around divorce, including asset division, QDRO’s, filing status, etc. To better understand your client, we will discuss why you are more likely to be working with women than men, and what to expect from your client who is managing their way thorough the stress of divorce while making the best decisions they can.
Learning Objectives
- Understanding the tax specific issues around divorce
- Understanding the stress impacting your clients decision making and how you can help
Speaker
Consultant, Stolz and Associates
Session Categories
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