AAML NJ Seminar: Avoiding Financial Errors in Divorce Settlements

Join us on Thursday, September 30, 2021 at 5:00 PM ET for a Zoom video seminar on Avoiding Financial Errors in Divorce Settlements. CLE accreditation has been approved for 1.2 credits in Family Law by the Board on Continuing Legal Education of the Supreme Court of New Jersey. 

Certified Divorce Financial Analysts (CDFA) have specialized knowledge on the financial and tax issues related to divorce. During this informative seminar, learn about critical financial errors in divorce and how a CDFA can add value to your practice. We will discuss the property issues, tax issues, retirement plans, basis, and some little-known IRS rules that apply to divorce. 

Learning objectives include:

• Critical financial errors in divorce 
• How a CDFA can add value to your practice by offering sound financial advice, analyzing the financial and tax implications of different settlement options, and protecting you from liability
• General understanding of the following:
• • Tax-free transfers of property, pensions, and retirement plans
  • Importance of basis in settlements
  • Spousal support classifications
• Property issues, tax issues, retirement plans, basis, and IRS rules that apply to divorce
  

Presentation by: 

• Sarah Beane Ricca, CFP | Morgan Stanley
• Bruce Chase, AAML Fellow | Chase & Chase LLC

If you have any questions, please reach out to contact@aamlnj.org or call 201.445.7007.

***

With sincere appreciation to our AAML NJ Sponsors:

Gold Level

CG Tax, Audit, & Advisory

EisnerAmper LLP

Friedman LLP

Financial Research Associates

Marc Demetriou - Guaranteed Rate

Marcum

Morgan Stanley

Smolin, Lupin, & Co., P.A.

Withum

Silver Level

DGR Legal, Inc.

DLA, LLC

LEAP

Wilmington Trust

Bronze Level

Soberlink

The Bianchi Law Group, LLC