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 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.
Outline
- Taxability of assets distributed incident to divorce
- Tax deductibility of professional fees
- Alimony and child support
- Sale of personal residence
- Filing status
- Exemptions
- Deductibility of mortgage interest and real estate taxes
- IRAs and retirement plans
- Stock options and deferred compensation plans
- Innocent spouse rules
Benefits
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?
Faculty
Mark S. Gottlieb, CPA/ABV/CFF, ASA, CVA, CBA, MST
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Mark S. Gottlieb, CPA
Mr. Gottlieb leads his team of highly qualified professionals in conducting forensic accounting investigations,... | Read More
Mr. Gottlieb leads his team of highly qualified professionals in conducting forensic accounting investigations, independent business and professional practice valuations, calculations of enhanced earnings capacity relating to professional licenses and degrees, and a continuum of financial and economic analyses.
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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
Mr. Gottlieb is an attorney, certified public accountant, and has earned a master’s degree in forensic accounting. He has represented private equity firms, public companies, and their portfolio companies in cases involving failed mergers, fraud, contractual disputes, including cases in the Delaware Chancery Court. Prior to joining MSG, Mr. Gottlieb worked as a corporate governance & litigation associate at Brown Rudnick LLP , Bernstein Litowitz Berger & Grossmann LLP, and Young Conaway Stargatt & Taylor LLP. He was as a health law and policy fellow at Brooklyn Law School and as a judicial intern for the Honorable James d'Auguste of the New York State Supreme Court, Civil Division.
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