Tax Ramifications Surrounding Real Estate in a Divorce

Presented by: David W. Klasing Esq., M.S.-Tax, CPA 

Program Description

Attorneys and CPAs are often the most knowledgeable professionals in existence where the financial and legal implications of our client's lives are at issue.  For this reason, they are often requested to assist client's in resolving marital disputes surrounding financial issues in divorce scenarios especially where Martial Settlement and Support Agreements are at issue.  Attorneys and CPA's need to know that performing in this capacity is not without risks surrounding potential ethical violations, especially pertaining to conflicts of interest.  Moreover, Real Estate is often the most valuable asset in a client's marital property portfolio and carries with it a host of special tax and planning considerations in a divorce scenario. This class will enable CPAs to render paid services in a client's divorce without engaging in the unauthorized practice of law or tripping on ethical violations. Moreover, Divorce Counsel are often hesitating to take responsibility for provided tax advice and planning in a divorce scenario.  This class will empower Attorneys and CPA's to profitably and ethically assume that responsibility.  

Learning Objectives

• Learn the common roles Attorneys and CPAs play in divorce scenarios involving real estate
• Learn the basics involved with assisting your client's with negotiating settlement and support agreements
• Learn the major tax implications that are commonly relevant in divorce scenarios
• Learn what portions of a divorce (if any) are deductible by your client
• Learn what ethical traps exist in divorce scenarios for Attorneys and CPAs and how to successfully mitigate them

Date & Time

Thursday, January 17, 2017                                                                

2:00 p.m. - 3:00 p.m. Eastern Standard Time (11:00 a.m PST)

Education

NASBA-approved for 1.0 CPE credit in Tax 1.0 (M)CLE credit*

Cost

Education Credit: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 

Registration  

Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2. The webinar information and materials for the program will be sent via email one day prior to the program

Requests for refunds must be received in writing by January 13, 2017 and will be subject to a $5.00 cancellation/administration fee. For information on the cancellation policies, please contact our office at 888-ATTY-CPA ext. 2.

Additional Information

Delivery Method: Group-Live

Program Level: Update

Prerequisites: None

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Bankers, Business Professionals

About the Presenter

David W. Klasing Esq. M.S.-Tax CPA

David W. Klasing is an attorney and CPA with over 20 years of professional tax, accounting and business consulting experience, with dual licenses to practice law and public accounting in California. Klasing practices in the areas of domestic and international taxation (compliance, civil and criminal controversy, and transactional), business law and estate planning. He recently chaired the State Bar of California Tax Procedure and Litigation Committee and the Orange County Bar Association's Taxation Section. He is a member of the American Bar Association and CalCPA. Klasing earned his bachelor's degree from California State University, Los Angeles; his master's degree in taxation from Golden Gate University; and his juris doctor degree from Western State University College of Law. Click here to read David's full biography. 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) 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.learningmarket.org. 

*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee.