Tax Planning for Marriage or Divorce (Currently Unavailable)
These courses are essential when tax planning for clients about to get married, or are going through a divorce. Topics include income tax planning issues, filing requirements for same sex couples, spousal rollover, innocent spouse issues, tax forms to be signed during divorce proceedings, and more.
This webcast will address the top 10 tax issues that attorneys do not address properly when preparing divorce documents, filed with the Court. Participants will get a Checklist to use in each divorce file.
On June 26, 2013, the Supreme Court ruled Section 3 of the Defense of Marriage Act unconstitutional. Since then, tax professionals around the country have been grappling with the implications. There are several issues that concern professionals completing a same sex couple's tax filing. Tax professionals should take special note of the state of marriage and residence as well as the various deduction and credit considerations that will now be present in same sex couple's tax returns.
Join Art Werner as he reviews DOMA's original provisions and how the Windsor decision will affect estate & gift tax implications as well as other opportunities & problems that may arise in its wake.
This is the first of the four part series. Covers: Integration of Planning, Custodial Parent, Divorce, Separation, Alimony, Death of a Taxpayer, Terminal illness, and more.
This course addresses the IRS' revised procedures for filing innocent spouse claims. It provides strategic tips to help tax practitioners identify valid claims — and to convince the IRS of their client's honest ignorance of, or non-involvement in the relevant tax debt.
Total: 5 courses (10 CPE hours)
