Family Lawyer's Guide to Taxes

Agenda / Content Covered

All times are shown in Eastern time

1. Filing Status of Divorcing Parties
   10:00 - 10:30, Shiny Rachel Mathew
2. Reading Complex Tax Forms: Step-by-Step
   10:30 - 11:00, Andrew J. Wyman
3. Tax Pitfalls When Assets are Sold/Transferred
   11:00 - 11:30, Jason Harn
   1. Tax Basis of Assets; Review of Capital Gains and Losses
   2. Capital Gain Impact on Division of Investment Accounts and Other Assets
   3. When/How to Transfer Property to Minimize Pitfalls
   4. Foreclosure/Cancellation of Debt
4. Tax Impact of Dividing IRAs, Keogh Plans, Retirement Accounts/Pension Plans
   11:45 - 12:15, Jason Harn
5. Child Tax Benefits
   12:15 - 12:45, Carla A. Barone
6. Itemized Deductions, Real Estate Taxes, and Mortgage Interest
   1:15 - 1:45, Andrew J. Wyman
7. Tax Carryovers
   1:45 - 2:15, Carla A. Barone
8. Issues on Innocent Spouse Rules
   2:15 - 2:45, Shiny Rachel Mathew
9. Family Business Tax Issues in Divorce
   2:45 - 3:15, Jason Harn
10. Trust Tax Issues in Divorce
    3:30 - 4:00, Jadrian M. Coppieters
11. Legal Ethics in Family Law
    4:00 - 5:00, Rachel Platt
    1. Attorney Fees, Engagement Agreements, Expenses
    2. Conflict of Interest Checks
    3. Guarding Confidentiality
    4. Duty of Technology Competence Pitfalls
    5. Ethics in Divorce Settlement Negotiations

Accreditation Details:

CARLA A. BARONE is a partner in the law firm of Cohen Forman Barone, LLP, where she leads the matrimonial practice. Ms. Barone's practice has been dedicated to family and matrimonial issues focusing on the complex issues of equitable distribution often involving valuation of complex assets, business income and the division of assets for high-net worth families, as well as handling custody and child support matters. She is a member of the Connecticut Bar Association (Family Law Section), the New York City Women's Bar (Matrimonial Section), and the Nassau County Bar Association. Ms. Barone earned her J.D. degree from the City University of New York School of Law.

JADRIAN M. COPPIETERS is an attorney with Scarff Law Firm PLLC. Mr. Coppieters focuses his legal career on helping clients navigate the complexities of tax-efficient planning, the administration of estates and trusts, and succession planning for closely-held family businesses. He earned his B.A. degree from Western Washington University, his J.D. degree from Georgetown University Law Center, and his LL.M. degree in taxation from Georgetown University Law Center.

JASON HARN is an attorney with Colvin + Hallett. Mr. Harn helps individuals and small businesses solve tax controversies, from IRS and Washington State Department of Revenue audits, administrative appeals, and collection matters to litigating on behalf of clients in U.S. District Court, Tax Court, and state court. He authored De Novo: Reviewing Tax Court Redressability Incongruities in Innocent Spouse Relief Sections 66(c) and 6015(f), 41 Seattle U.L. Rev. 1189 (2018). Mr. Harn earned his B.A. degree, magna cum laude, from McMurry University and his J.D. degree, cum laude, from Seattle University School of Law. He currently serves as a co-chair of the CLE Committee for the Tax Section of the Washington State Bar Association.

SHINY RACHEL MATHEW is the co-owner of Polston Tax Resolution & Accounting where she loves making the topic of tax policy, tax strategy, tax administration, tax cases, and tax law easy to understand for all. Ms. Mathew began in the tax and accounting field in 1999 and, after working as an accountant, she was inspired to become a tax attorney so she could use her knowledge of complex tax laws to help the public navigate the nightmare they faced at the IRS. Ms. Mathew and Rod Polston co-own Polston Tax with over 100 employees across the nation and together they have grown it into one of the largest tax resolution firms in the nation. She earned her J.D. degree from Oklahoma City University School of Law. Ms. Mathew is a member of the Oklahoma Bar Association Tax Section chair.

RACHEL PLATT is an attorney and founding member at The Platt Law Firm in Georgia, where she practices in the areas of divorce, child custody, child support, modifications, contempt, adoptions, paternity and legitimation, and special education law. Ms. Platt is a member of the Georgia Association for Women Lawyers, the State Bar of Georgia, and the Atlanta Bar Association. She is trained as a guardian ad litem, as a mediator and in collaborative divorce. Ms. Platt earned her B.S. degree from the University of Georgia and her J.D. degree from the University of Colorado School of Law.

ANDREW J. WYMAN is a sole practitioner in Bellevue, Washington in the area of civil tax controversy. He handles federal tax matters, administratively and through tax litigation, primarily for individuals, limited liability companies, and corporations. Key areas include IRS collection and examination, payroll tax disputes, the trust-fund recovery penalty, duplicate income reporting, taxation of real estate sales, and offers in compromise. Mr. Wyman is admitted to the New York and the Washington State bar associations. He received his J.D. degree from Gonzaga Law School and his LL.M. degree in taxation from Georgetown University Law Center. He also is admitted to practice in front of the U.S. Tax Court and the U.S. District Court (Western District of Washington).