Divorce Planning

Going through a divorce? Or know someone who is? There are ways to evaluate qualifications of the professionals you work with. The Certified Divorce Planner is one way, along with referrals, professional reputation, experience and match of personality.

MODULE ONE - Fundamentals of Divorce

(5 CPE for CPA, 4 for CFP®)

This module covers materials on the new divorce niche, the role of the CDP, the importance of the Financial Affidavit, alternative methods of settling cases, divorce procedures, and going to court.

MODULE TWO - Financial Issues of Divorce

(5 CPE for CPA, 4 for CFP®)

This module covers the treatment of property in divorce includi

· Pensions, retirement accounts and QDROs
· Issues in Dividing the House (and other real estate)
· Maintenance (Alimony)
· Child Support· Social Security
· Insurance
· Debt, Credit and Bankruptcy
· Liquid assets

MODULE THREE - Tax Issues of Divorce

(5 CPE for CPA, 4 for CFP®)

This module covers the tax aspects of alimony, child support, property divisions, sale of principal residence, retirement plans and financial planning issues. It explains in detail how to utilize the personal tax return to find forensic data for your divorce cases.

MODULE FOUR - Comprehensive Case Studies

(10 CPE for CPA, 4 for CFP®)

This comprehensive module combines all the information learned in earlier modules and presents case studies. It teachers the use of Divorce Plan™ Software for data preparation and problem -solving.