Event Calendar
Prev MonthPrev Month Next MonthNext Month
Divorce: And You Thought Tax Reform Got Rid of That - San Diego-North County 11.14.19
Twin Oaks Golf Club
1425 N. Twin Oaks Valley Road
San Marcos, CA 92069
Thursday, November 14, 2019, 5:00 PM - 8:45 PM PST
Category: Chapter Meetings

Divorce: And You Thought Tax Reform Got Rid of That
North County San Diego Chapter Meeting

Date/Time:

Thursday, November 14, 2019
Registration: 5:00 PM
Meeting: 5:30 - 8:45 PM

Location:

Twin Oaks Golf Course
1425 N. Twin Oaks Valley Rd.

San Marcos, CA 92069

Description:

Tax Reform created confusion and opportunity for the world of divorce. We will explore:
•Handling pre-2019 Alimony and Family Support
•Tax Options for Post 2018 Alimony and Family Support
•Analysis of “Tweener” Agreements – The Rushed Agreements to Beat 12-31-2018 deadlines.
•How to Understand & Defend Year-End Support Agreements
•Understanding Stock Options in Divorce
•How to Create Tax-Advantaged Agreements after 12-31-2018.
Using case studies, we will see how legal advice can turn into tax nightmares for couples. From a practical point, we will look at mistakes commonly found in Marital Settlement Agreements. We will discuss how tax professionals can find a niche market helping couples transition to life after divorce. We will explore business interests, real estate, and other asset interests in divorce. We will also look at conflicts of interest and how your position may be protected or compromised when it is your client going through the divorce.

Presenter:

Robbin D'Alo, EA CDFA, CLA. Armand D'Alo, EA, holds a degree in finance and family counseling; is degreed in finance and family counseling and holds designations as a Certified Financial Planner and Certified Divorce Financial Analyst. Both Robbin and Armand are trained in divorce mediation and practice through Oak Tree Mediation in Carlsbad, CA.

Robbin has taught classes through CCH CPE online, at professional conferences and private groups on the topics of financial planning, taxation, specific divorce tax issues as well as family and financial dynamics in divorce. Robbin the co-authored with Armand "F-A-C-C-T: Understanding the Truth about Separation and Divorce". Armand is the author of the book, “The Jump of Your Life: Successfully Navigating the Free-Fall of Divorce and Other Life Traumas,” and has taught classes through CCH CPE online, at BYU, UC Irvine, professional conferences and private groups on the topics of financial planning, taxation, specific divorce tax issues as well as family and financial dynamics in divorce.

CPE Information:

2 Federal Tax Law Hours

IRS: 18QC1-T-01291-19-I
CTEC: 1000-CE-4677

Knowledge Level: Basic

Cost:

Before 11/14/2019
Member: $40
Non-Member: $50

After 11/14/2019
Member: $50
Non-Member: $60

Menu: Sweet & Garlicky Pork Loin with Plum Compote & Tangerine Sauce, or Pomegranate Glazed Salmon Filet with Mango Salsa, or Vegetarian Selection

Registration:

Register by clicking the link below. Contact Society by phone 949-715-4192 or email [email protected] with any issues/concerns regarding registering online. Email our chapter at [email protected] with event-related questions.

Registrations not completed online will result in "day of event/walk-in" pricing. We will not be able to guarantee seating, meals, and/or educational handouts if you do not pre-register online, so please do so as soon as possible. Register by 9:00 am, Friday November 8, 2019 to secure your menu choice.


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: Send an email to [email protected]