#1: You will get a list of questions to ask your clients, so you can open the discussion about each other’s finances. And you will help them understand and articulate their own attitudes towards money.

#2: You will learn how to get a pretty complete set of information on each fiancé(e), in order to build a complete and honest financial picture about each of them – for their own benefit. You will understand how to discuss this with them in an objective environment – no judgment – no sides. And, in some cases, although they love each and live together, you may have to make the difficult point that it is in their best interests not to get married – and why.

#3: With all that information at hand, you will learn how to work with them to make provisions to clean up problems before marriage. And to determine the best time to get married, based on the problems. OR you will provide them with guidance on keeping income and assets separated. For couples who are not engaged, just living together, you’ll get a better idea of when to step in and recommend that they do get married. In addition, you will learn how to handle MFJ vs MFS taxes after marriage when someone discovers the new spouse's financial problems.

Eva Rosenberg, EA is the Internet’s TaxMama®. She is known for her award-winning books. The newest is “Small Business Taxes Made Easy.” The 4th edition includes updates through the SECURE Act. Eva teaches a unique EA Exam training course at IRSExams.school, and many other popular tax courses at https://www.cchcpelink.com/teamtaxmama