1:00 pm ET | 12:00 pm CT | 11:00 am MT | 10:00 am PT
Confidently Guide Clients on How to Minimize Financial Damage from the Divorce
Divorce can be an emotionally difficult time, often leading to unwanted financial stress as well. While taxpayers struggle through the divorce, their tax returns are often incorrect, thereby attracting examinations by federal and state authorities. As a tax practitioner, you must understand the planning considerations and potential problems when certain “bad situations” happen to your clients, so that they can benefit as much as possible from your services.
Understand the Alternative Minimum Tax (AMT) and the tax/non-tax issues of divorce in this webinar by taxation specialist Arthur Werner. Werner will walk you through tax and non-tax issues in divorce, AMT, and the changes made by the Tax Cuts and Job Act (TCJA) in these areas. He will discuss the new issues in alimony, the revised exemption issues and tax preference items, and other important things you should know to better serve your clients.
After attending this information-packed webinar, you will be confident in your ability to handle special issues such as marital property rules, married vs. unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies. Plus, you will know how to effectively guide your clients during those “bad situations”, thereby minimizing financial losses due to the divorce.
This session will bring you up to speed with:
The tax and non-tax issues in divorce
The Alternative Minimum Tax
The changes made by the Tax Cuts and Jobs Act on the above topics
The new alimony issues
The revised exemption issues and the revised tax preference items
Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies
Arthur Joseph Werner, JD, MS (Taxation), received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa...