Mobile Edition


Why QDROs Demand the CPAs Attention (ACWQDC02)

 
Date:Wednesday, January 17, 2018
Time:3:00 PM - 5:00 PM
(Registration at 2:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Michelle F. Gallagher, CPA/ABV/CFF
Vendor:ACPEN
Course Level:Overview
Early Bird Price:$79.00 FICPA Members, $109.00 Non-Members

Description:
A Qualified Domestic Relations Order (QDRO) is a key component in separation, divorce or other domestic relations proceedings because in most situations the employer-sponsored retirement plan is usually their largest asset. QDROs are typically used when dividing retirement plans as part of the equitable distribution in the divorce process. While some CPAs firms have divorce planning in their menu of services, developing expertise in QDROs is a natural lead-in to the broader service area of divorce taxation. This webcast delves into the world of QDROs and provides you information to get you started down the path of a new practice area for your firm.

Objectives:

  • To gain an overview of qualified domestic relations orders and how CPAs can add this planning technique into their practice



    Major Topics:
    • What is a QDRO?
    • QDRO Requirements
    • Tax Implications of Executed QDROs
    • The CPAs Role in Developing a QDRO
    • Timing of Benefits under a QDRO


    Who Should Attend:
    CPAs, family law attorneys, and anyone with an interest in family law planning

    Prerequisite:
    None

    Advanced Preparation:
    None

    Session/Options

    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.