TAX ISSUES IN DIVORCE
7:30 - 8:00 AM - Meet and talk with other professionals - Share ideas
Make new contacts - Enjoy full buffet breakfast
8:00 - 9:30 AM - Lecture and Discussion
How do tax considerations affect divorce? Who should get the children exemptions and credits? Is allocated alimony beneficial? Who should get the deduction for mortgage interest and real estate taxes? How should parties deal with the health insurance tax? These topics and others will be addressed by a financial professional who deals with these and other tax issues when advising clients in divorce matters.
Chris Chen, MBA, CFP, CDFA is a wealth strategist at Insight Financial Strategists, LLC. As a CFP ® professional he specializes in navigating clients through challenging life transitions such as divorce and retirement. Chris works with mediators, lawyers, and their clients in mediation, collaborative or litigation situations, for individual clients or as a neutral for both parties. He helps his clients and their lawyers simplify the complexity of their financial situation, develop a strategy to obtain the best settlement for their goals and understand the consequences of different settlement options.
When & Where
The Divorce Center
The Divorce Center is an organization comprised of professionals (i.e. attorneys, mediators, social workers, financial planners etc.) who provide support and knowledge for those going through separation or divorce. Email: firstname.lastname@example.org URL: www.thedivorcecenter.org