Interested in training for your team? Click here to learn more

Divorce-Related Tax Issues: An Attorney's Guide for Avoiding Surprise Liabilities and Costly Mistakes

Navigating the Ten Most Important Tax Issues in Divorce and Property Division

Note: CPE credit is not offered on this program

Recording of a 90-minute CLE video webinar with Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Wednesday, March 20, 2024

Recorded event now available

or call 1-800-926-7926

This CLE webinar led by Mark S. Gottlieb, CPA/ABV/CFF, ASA, CVA, CBA, MST, and Reuben Gottlieb, JD, CPA, MS-Forensic Accounting, will discuss the most critical, perennial, and challenging tax-related questions that divorce attorneys are expected to field. The panel will offer guidance that can help avoid surprise tax liabilities and strategies for careful tax planning that can maximize tax savings for all concerned.


Divorces always have tax consequences, both during the divorce itself and afterward. The key is to know what they are and to manage them properly, which can be difficult when the parties are on an emotional rollercoaster.

By arming themselves with an understanding of key divorce-related tax issues, divorce attorneys can provide invaluable guidance to clients during one of the most difficult periods of their lives.

Tax-related issues can arise in connection with alimony, property division, the allocation of exemptions for dependents, the deductibility of attorney's fees, innocent spouse issues, and many other matters. Some mistakes are more easily dealt with and less costly than others.

Listen as our expert panel guides attorneys through issues that must be addressed in every case, whether simple or complex, and provides strategies for successfully navigating the tax issues in divorce and property division.



  1. Taxability of assets distributed incident to divorce
  2. Tax deductibility of professional fees
  3. Alimony and child support
  4. Sale of personal residence
  5. Filing status
  6. Exemptions
  7. Deductibility of mortgage interest and real estate taxes
  8. IRAs and retirement plans
  9. Stock options and deferred compensation plans
  10. Innocent spouse rules


The panel will review these and other key issues:

  • When should a specialized tax professional be engaged?
  • When can prior tax or financial professionals continue to work on the case?
  • What are the tax consequences of liquidating IRAs?
  • Can tax mistakes be corrected after the divorce?


Gottlieb, Mark
Mark S. Gottlieb, CPA/ABV/CFF, ASA, CVA, CBA, MST

Mark S. Gottlieb, CPA

Mr. Gottlieb leads his team of highly qualified professionals in conducting forensic accounting investigations,...  |  Read More

Gottlieb, Reuben
Reuben G. Gottlieb, CPA, PC (MSG)

Director - Director of Forensic & Litigation Consulting
MSG Accountants Consultants & Business Valuators

Mr. Gottlieb is an attorney, certified public accountant, and has earned a master’s degree in forensic...  |  Read More

Access Anytime, Anywhere

Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video