Are you prepared to help your clients plan for marriage bliss, or navigate through the tumultuous seas of divorce? Learn the important tax issues that you and your clients need to know, including using prenuptial or post nuptial agreements to transfer and/or protect wealth, and tax tips for structuring the sale of the family home. Date of recording: 11/9/2023
Learning Objectives
- Upon completion of this course, you'll be able to:
- Identify key tax implications of marriage and divorce, including filing status changes, alimony treatment, and dependency exemption rules under current tax law.
- Evaluate strategic uses of prenuptial/postnuptial agreements for wealth transfer and asset protection while minimizing tax consequences.
- Develop tax-efficient plans for marital asset division, including structuring home sales to maximize capital gains exclusions and minimize joint liability.
Major Topics
- Key tax implications of marriage and divorce.
- Strategic uses of prenuptial/postnuptial agreements for wealth transfer and asset protection.
- Tax-efficient plans for marital asset division.
