Taxes and Divorce

A Match Not Made in Heaven

Tuesday, September 10, 2024 |  1pm – 5pm Eastern | via Live Webinar

Up to 4 Hours for EAs and CPAs!

Few occurrences in life can be an painful and difficult as divorce.  When IRS tax debts are involved, they can be even more difficult.  That is where a tax resolution consultant can provide a tremendous amount of guidance.  Family law attorneys do not like to wade into taxes and look for someone to help advise them and their clients on tax issues in divorce.  This webinar will explain the most common areas of concern with taxes and divorce.  From items as simple as filing status and claiming a dependent to Innocent Spouse filings and Offers-in-Compromise, attorneys are always looking for help.  We will discuss how to work with attorneys on different filing options and how to help them craft settlement language.  We will discuss different resolution options and how to advise family law attorneys on which one is best for their clients.  We will end by discussing how to market to family law attorneys to expand your practice into this area.

Learning Objectives:

  • Understand how to advise attorneys on Filing Status in Divorce Settlements

  • Learn what is a Qualified Domestic Relation Order (QDRO) is

  • Describe Injured Spouse and how to advise attorneys in divorce settlements

  • Learn about the three Innocent Spouse filings and which approach to use in a divorce settlement agreement

  • Learn how to use the three Installment Agreements in divorce settlement agreements

  • Understand how to address Offers-in-Compromise in divorce settlement agreements

  • Learn how to file a lien subordination if a divorce settlement agreement requires a refinance

  • Learn now to handle back taxes in divorce.

  • Learn the importance of hold harmless clauses

  • Learn ways to market to divorce attorneys to promote tax resolution services

Due to the in-depth nature of this workshop, attendance is limited to 150 registrations, so all attendee questions can be answered.

ABOUT THE SPEAKER

Patrick H. Wanzer, CPA, CTRC

Patrick is a native of Indianapolis, IN and currently resides in the Eastside Indianapolis neighborhood of Irvington. Patrick is a graduate of the Indiana University Kelley School of Business with a Masters Degree in Professional Accountancy. Patrick has been a CPA for ten years and has spent the last eight years helping clients stand up to the IRS. Patrick focuses his practice on IRS Tax Resolution and helping clients find ways to effectively resolve their tax issues. Whether through an Offer-in-Compromise, Installment Agreement, Currently-Not-Collectible status, or some other option, Patrick has helped many clients regain their financial footing. Along with being a CPA, Patrick is a Certified Tax Representation Consultant and a Platinum Member of Tax Rep LLC. He co-hosts the Midwest Tax Representation Conference in Indianapolis each fall. Patrick also authored his first book “Break-Free From the IRS – How to Resolve IRS Tax Debt and Reclaim Your Freedom” this past August. In his spare time, Patrick likes to read, watch football, and spend time with his wife Kimberly and dog Lucy.

EDUCATION INFORMATION

Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Taxation
CPE: 4 hours
IRS CE: 4 hours

Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.

Program Number: 15UFN-T-00XXX-24-O
Title: Taxes and Divorce

Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program.

Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.

CPE Credits & Field of Study: Recommended 4 CPE Credit Hours in the Field of Taxation.  In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour