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The Divorce Tax Checklist: Mistakes Professionals Typically Make - IE Chapter 6.20.18
Doubletree Hotel Claremont
555 W. Foothill Blvd.
Claremont, CA 91711
(909) 626-2411

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Wednesday, June 20, 2018, 5:30 PM - 9:00 PM PDT
Category: Chapter Meetings

The Divorce Tax Checklist: Mistakes Professionals Typically Make

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June 20, 2018

5:30 P.M.
Dinner at 6:00 P.M.
Speaker at 7:00 P.M. to 9:00 P.M.


DoubleTree Hotel
555 W Foothill Blvd
Claremont, CA 91711


This course addresses the top tax issues that attorneys typically do not cover properly when preparing divorce documents filed with the Court. The class is designed to help tax practitioners navigate the tax rules for divorce, look out for tax traps within settlement agreements, and to protect their divorcing client’s interests — as well as their own practice from liability exposures. Some of the Topics Covered

  • Tax Forms to be signed during divorce proceedings
  • When $500,000 to him does not equal the $500,000 to her
  • Family support vs alimony and child support: traps in support agreements
  • QDROs: How they are used and errors to watch for
  • Final tax return — joint or separate — and why
  • Conflict of interests and releases: The use and problems with them
  • Personal residence — when one spouse moves out
  • Date of separation: When it happens and what it really means
  • Splitting tax breaks
  • Splitting prior tax debts
  • Splitting personal and mortgage debts
  • Innocent spouse issues — and effect on the not-so-innocent spouse

The Learning Objectives: Identify 10 key tax issues that have the most impact on divorcing 


Armand D'Alo, EA, CDFA, CFP and Robbin D’Alo, EA, CDFA, CLA

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Member: $35 with timely reservations (reservations are timely if made on or before 6/16/2018, 11:59 pm
Non-Member: $50
Walk-Ins: $50
Late Registration: $50 (reservations made after 6/16/2018, 11:59 pm)

If you signed up for our new 2018 permanent dinner list at the May 16, 2018 meeting, you do not have to call in your reservation. However, if you are on the list and are unable to attend please call and cancel, as a meal will be ordered for everyone on the list and we will be billed for all meals ordered. If you are not on the list and made a reservation and are unable to attend, you must cancel your reservation by Saturday, June 16, 2018, 11:59 pm otherwise you will be billed for the dinner. Be sure to call 909.575.1066 or Email: [email protected]


To make a reservation call: 909.575.1066 (chapter message phone) OR email: [email protected] and pay at the event with check or cash (we are not able to accept credit cards)


2 Federal Tax Law Hours

IRS: 18QC1-T-00991-18-I
CTEC: 1000-CE-4367

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: To make a reservation call: 909.575.1066 (chapter message phone) OR email: [email protected]