January 9, 2024


8 Total CPE Credits


Webinar (CA): Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations 2023

  • Instructor

    Jeffrey Rattiner

Learning Objectives

• Understanding which types of assets, plans or equity components the client should pursue during the division.
• Tax elements inherent in valuing and selling assets
• Valuing retirement plans
• Community property vs. common law issues
• The ongoing payment issues dealing with alimony and child support
• The rash of documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others
• The advanced income tax issues including like-kind exchanges, filing status issues, credits and asset sales
• The advanced retirement issues including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets
• The high-level valuation issues including closely held business, stock redemptions, partnership redemptions and stock options

Major Topics

• Divorce
• Pre and post-nuptial concerns
• Financial planning
• Valuation
• Retirement
• Income tax issues

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate


A basic understanding of divorce concerns.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Advisors needing a deeper understanding of financial planning related to divorce.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

Please login to register.