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Bar Association of San Francisco Events Calendar

The Estate Planning, Probate and Trust Section co-sponsored with the Family Law presents
Top Tax Tips for Making Divorce Less Taxing

May 2, 2018: 12:00 pm - 1:30 pm
MCLE Credits - 1 H, This is a brown bag luncheon.
Past Event:
This information is about a past event.
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Speaker
Justin Miller, JD, LLM, CFP, ACTEC, TEP
National Wealth Strategist
BNY Mellon Wealth Management

Topics
• Tax Filing Status, Dependency Exemptions and Child Tax Credits
• Sale of Principal Residence Exclusion
• Deductions Related to Divorce
• Payments After Divorce—Child Support, Alimony and Life Insurance
• Qualified Retirement Plans and IRAs
• Property Transfers and Division of Appreciated Property
• Spousal Trusts

Thanks to the recent Tax Cuts and Jobs Act, 2018 could be a record year for divorces. Whether it is dependency exemptions, determining spousal support, dividing retirement accounts or transferring property, understanding the tax implications of divorce can be extremely helpful to estate planning, tax and financial advisors—not just family law attorneys. This fast-paced program will provide advisors with essential tax tips that can be utilized in simple to complex divorce cases in order to benefit clients now and in future years.

Section Chair: Melissa Hung, Farella Braun + Martel

Upcoming Seminars

Location

BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111
Directions

Schedule

MCLE Registration: 11:30 a.m. - 12:00 p.m.
Program: 12:00 - 1:30 p.m.

Event Code: G180503

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar

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