Tax Issues on the Marital Balance Sheet
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1 CFP® CE | Brought to you by the Tax & Estate Planning Knoweldge Circle: Dividing marital assets is more than just balancing numbers—it's about understanding the hidden tax implications and long-term financial impacts of each decision. This session offers a deep dive into the complexities of marital balance sheets and the embedded tax issues associated with various assets.
Gain practical insights on how to navigate tax benefits, pitfalls, and future financial consequences to help clients achieve equitable and informed resolutions. This session is a must for professionals seeking to balance technical expertise with a client-centered approach.
Disclaimer: The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.
- Analyzing Asset Tax Implications: Explore the tax consequences of common marital assets, including the marital home, investment real estate, marketable securities, and qualified assets.
- Spotting Hidden Tax Benefits: Learn to identify less obvious tax advantages of particular assets that might influence negotiation strategies.
- Behavioral and Lifestyle Considerations: Understand how personal preferences and lifestyle factors can impact asset division decisions.
- Real-World Applications: See a complete marital balance sheet in action, with sample asset division scenarios demonstrating both tax-affected and non-tax-affected outcomes.
Mark Prendergast, MS, CPA, CFP®, CDFA®, MSAP®
Director of Tax Strategies
Inspired Financial
Mark Prendergast is the Director of Tax Strategies at Inspired Financial, a comprehensive financial planning firm in Huntington Beach, California, where he heads up the divorce consulting department. He is a practicing CDFA®, CPA, and CFP® and has given numerous continuing education presentations for a variety of organizations, including the Institute for Divorce Financial Analysts (IDFA), the Financial Planning Association (FPA), California Society of CPAs, Wealth Counsel, and the National Association of Personal Financial Advisors (NAPFA).
He started his career with the international accounting firms Ernst & Young (then Ernst & Whinney) and Price Waterhouse having attained the position of tax manager. He is married to Evelyn Zohlen, the 2019 president of the Financial Planning Association, who is also the founder of Inspired Financial.
Easton Price, CFP®, CDFA®
Financial Planner
Apella Wealth
Easton Price is a CFP® and CDFA® professional who works with clients throughout their divorce. Originally wanting to be a marriage and family therapist, Easton understands the complexities, financial and otherwise that are involved with divorcing couples. He helps his clients develop and negotiate property settlement, collaborates with legal teams on financial matters, aids in disclosure completion, and more. Easton takes pride in bringing peace of mind to those who are experiencing turmoil in all other facets of their life. Easton is a divorce expert on the Irooze Divorce Community platform and has been featured in the Journal of Financial Planning.
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