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Wednesday, July 22, 2015 Live

Navigating Divorce: Tax & Litigation Issues (E1507373)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

8 CPE Credits in TX

OVERVIEW

Not everyone who gets married stays married. And often, the tax advisor is in the thick of settlement negotiations! This seminar provides comprehensive coverage of those things a tax advisor must know in order to serve clients who are terminating (or planning to terminate) marriage relationships. Learn how to work with clients and their attorneys to maximize after-tax cash available for settlement, assure recognition of value in marital assets, draft convincing settlement proposals, and present information to mediators and judges.

DESIGNED FOR

Tax practitioners who want to provide valuable services as advisors and expert witnesses in divorce proceedings.

BENEFITS

  • Identify opportunities for tax savings in divorce settlements
  • Analyze accounting and tax issues in divorce proceedings
  • Avoid common errors that have adverse tax consequences
  • Determine the rights of divorcing spouses in benefit plans
  • Prepare exhibits for settlement negotiations
  • Communicate your information clearly to mediators and judges
  • Apportion joint items to separate returns

HIGHLIGHTS

  • Lawyer’s concept of advocacy versus cooperation on tax issues
  • Identification of marital assets
  • Valuation of closely held business interests
  • Typical pre-divorce tactics by people trying to obscure the facts or hide assets
  • Hidden after-tax asset values
  • Marital home and the Section 121 exclusion
  • Alimony, child support, property division and transfers
  • Qualified Domestic Relations Orders (QDRO) - allocations of qualified plan benefits and/or assets
  • Innocent Spouse rules
  • The joys of a well-negotiated settlement

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Richard Bartholomew

Richard L. Bartholomew, CPA, J.D.

Nichols Patrick CPE, Inc.

Richard Bartholomew, JD, CPA, is a shareholder and director of taxes for the accounting firm of Girardot, Strauch & Co., PC, in Lafayette, Indiana. In addition to his normal work in the tax area, Richard has significant experience in representing clients before the IRS, including representing a client in two National Technical Advice Memorandums where the tax, penalty, and interest totaled over $7 million. He also has significant experience in bankruptcy tax planning, as well as valuation and litigation services. In addition to editing certain course material and teaching courses for Nichols Patrick CPE, Inc., Richard has been a presenter at the AICPA Federal Tax Conference in Washington D.C., the Minnesota Society of CPAs’ Annual ax Conference, Ohio State Annual Tax Conference, CPA Associates International, the Indiana Continuing Legal Education Forum, and a statewide conference jointly sponsored by the Indiana Bar Association, the Indiana CPA Society, and the Internal Revenue Service. Richard also has written articles on tax issues and the use of accountants in litigation settings for certain legal publications. Richard obtained his JD (Cum Laude) in 1981 from Indiana University School of Law–Indianapolis. He is a member of the AICPA, Indiana CPA Society, Indiana State Bar Association, and the Tippecanoe Bar Association (currently serving as treasurer). Richard is also a past Chairman of the Indiana CPA Society Litigation Services Committee.

PRICING

$299.00 - Member

$399.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Nichols Patrick CPE, Inc.