Divorce - High Level Tax Implications - On Demand - fpa - FPA

2016 FPA Annual Conference

Discusses reviewing an estate plan upon divorce, income tax consequences of the sale of a personal residence, income and gift tax issues of property settlements, dividing a charitable remainder trust in divorce, liability for joint income tax returns, tax consequences of dividing stock options, deferred compensation and retirement benefits and naming beneficiaries after divorce. Also discusses how assets held in an irrevocable trust for the benefit of one of the spouses is effected by the divorce.

Learning Objectives

  • Attendees will learn the income, estate and gift tax aspects of divorce, more specifically, pre-marital considerations, the tax aspects of property settlements, traps when dividing IRAs and qualified plans, the tax rules governing alimony and the use of alimony trusts


Divorce - High Level Tax Implications (1 CFP CE)
Speaker Information
Jeremiah Doyle  [ view bio ]
annual conference
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.