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CSTC Academy: Wednesday Webinar Series - Community Property – Here, There & Everywhere
Wednesday, September 22, 2021, 10:00 AM - 11:40 AM PST
Category: Wednesday Webinar Series


Community Property – Here, There & Everywhere
Wednesday, September 22, 2021
10:00 AM to 11:40 AM

Cost: Member: $40 / Non-Member: $70

Speaker: Monica Haven, EA, JD, LLM
2 Federal Law hours
IRS: 18QC1-T-01514-21-O
CTEC: 1000-CE-4912

Session Description:
Practitioners who live in those nine – mostly western – states that adhere to the community property regime are familiar with the principle of what’s mine is ours and understand the attendant tax consequences, but are then baffled by the intricacies of tax treatment in separate property jurisdictions. This course will examine the history of community property, its application, and its benefits and detriments. And then the class will go one step further with a survey of international community property laws and their impact on US tax filing obligations.

Knowledge Level: Intermediate

Learning Objectives:

#1: Understand that community property arises by operation of law and that community property laws can help protect the rights of women.

#2: Distinguish between community and separate property, and use the taxpayer’s domicile to properly determine whether acquired property is subject to an applicable community property regime.

#3: Offer certain taxpayers relief from community property laws with the application of special allocation rules under IRC §879.

Monica Haven, EA, JD, LLM

Monica Haven, E.A., J.D. has a Masters in Taxation (LL.M.); she is an alum and former faculty member of the National Tax Practice Institute, a recognized speaker on the professional circuit, a sought-after guest lecturer on college campuses and at community organizations. She welcomes every opportunity to share her experience and expertise in the classroom even as she maintains her Southern California tax practice and serves her loyal clientele nationwide. Monica’s students have said, she’s a “fantastic speaker” who can take “hard subjects and put them into concepts or analogies that are easy to understand.” For additional information, published articles and extensive, useful tax information, please head for Monica’s website at www.mhaven.net.