Protect Retirement Assets and Minimize Potential Tax Consequences
Division of retirement assets is one of the hidden complexities that can make divorce devastating for those who don't prepare and plan. Tax is another. This legal course focuses on the practical aspects of QDROs and tax in divorce by reviewing sample documents and tax returns with tactical commentary by experienced attorney faculty. Register today!
Understand essential calculations that go into QDRO documents.
Learn how the marital portion of the retirement accounts is determined in different plans.
Weigh the tax effects of asset and debt division.
Include tax credits in your settlement negotiations.
Find out what hidden information you can glean from tax returns.
Who Should Attend
This course is designed for attorneys. Accountants, tax professionals, and paralegals will also benefit.
Qualified Domestic Relations Orders: General Considerations
QDRO Document Walkthrough (With Examples)
Filing Status of the Divorcing Spouses and Child Tax Credit
What You Can Find on Individual and Business Tax Returns: A Quick Tax Sleuthing Guide for Family Lawyers
Taxes: 1.50Specialized Knowledge: 2.00
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of the tax issues involved in divorce. No advanced preparation is required.Field(s) of Study -- Specialized Knowledge; Taxes.
TODD R. DeVALLANCE is the managing partner with Tsai Law Company, PLLC. He focuses his practice on estate planning and complex family law matters, which includes high asset dissolutions; cases involving business owners, partners, and shareholders; division of restricted stock units and tax deferred accounts; drafting of prenuptial and postnuptial agreements; and mediating family law matters. He is a frequent speaker at CLEs and seminars on the topic of tax consequences associated with divorce. Mr. DeVallance has appeared on The Today Show, Fox News Fox & Friends, ABC News, Anderson Cooper, and has provided legal analysis on national high-profile cases. He is licensed to practice before the United States Tax Court and the United States Supreme Court. Mr. DeVallance earned his B.S. degree, magna cum laude, from Chaminade University; his J.D. degree from Gonzaga University School of Law; and his LL.M. degree in taxation from the University of Washington School of Law.
C. PAGE HAMRICK III, J.D., CPA, is the principal of the Charleston law firm of C. Page Hamrick III, Attorney at Law. Mr. Hamrick has concentrated his practice in the areas of divorce law, tax, and corporate estate law. He has served as a family law master, as assistant attorney general, as counsel to the West Virginia Legislature, and as a hearing officer for numerous state agencies. Mr. Hamrick is a certified public accountant. He has testified as an expert witness in matters involving federal and state tax, financial analysis, and real estate. Mr. Hamrick is a member of The West Virginia State Bar, the American Association of Attorney-CPAs, and the West Virginia Society of Certified Public Accountants. He regularly teaches tax and law courses at Marshall University and has taught accounting at West Virginia University-Tech. Mr. Hamrick earned his B.S.B.A. and J.D. degrees from West Virginia University and his M.B.A. degree from the Marshall University (formerly WVCOGS).
ANDREW J. WYMAN is a sole practitioner in Bellevue, Washington where he practices 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 State 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).
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