Divorce in Oregon & Washington AND Divorce Taxation
Morning - What CPAs and CFPs Need To Know
Afternoon - Taxation for CPAs, CFPs, and Family Law Attorneys
Date:	12/02/08	Type:	Live	Time:	8:15 - 4:45 p.m.
Credits:	8*	Site:	Vanc.	Fee:	$175.00**
Location:	Marshall House 1301 Officers' Row Vancouver, WA 98661
Lunch:	1 hour lunch break.***
Registration:	Registration Form - Seating is limited.
Quick Links to Fall Classes Oregon CPA Ethics Washington CPA Ethics Accounting & Auditing Update Advising Family Businesses Advising Family Businesses AND Independent Contractors Choice of Entity: Smart Tax Planning Community Property Creative Tax Planning for Real Estate Choice of Entity AND Tax Planning in Unstable Real Estate Mkt. Divorce in Oregon & Washington Divorce Taxation for CPAs, CFPs, and Family Law Attorneys Divorce in Oregon & Washington AND Divorce Taxation Employment Law: Positive Practices for Business Relationships Employment Law AND Washington CPA Ethics Independent Contractors: Tax and Business Planning Internal Controls in a Risky Environment Sustainability: Practical Methods for CPAs Tax Planning in an Unstable Real Estate Market Washington CPA Ethics AND Sustainability Washington Community Property: The CPA's Guide Washington Community Property: Estate Planning WA Community Property: CPA's Guide AND Estate Planning Registration

Divorce in Oregon & Washington: What CPAs and Attorneys Need to Know

Audience: CPAs, CFPs and other financial professionals who are interested in learning more about divorce in Oregon and Washington.

Level: Basic

Description: About 1 million U.S. marriages will end in divorce this year. At least one or two of your clients will get divorced in the next few years. Be prepared to advise your clients about their financial issues with accurate information about how divorce really operates in both Oregon and Washington. Learn the nuts and bolts of divorce law from an experienced family law attorney who practices in both states.

Learn About: Basic legal and financial issues including » “typical” property divisions and what happens to the martial home » Employee benefits and pension plans » Child custody, visitation, and support » How financial professionals work with divorce lawyers » General timelines and basic courtroom procedures » and Qualified Domestic Relation Orders (QDRO). The course also focuses on how emotional issues impact financial planning in a typical divorce. Prenuptial agreements and services for unmarried couples will also be addressed.

Instructor: Lucinda R. Giorgetti, JD (Oregon and Washington).
An attorney in Oregon and Washington, Lucinda maintains a sole practice limited to family law. A sole practitioner for 4 1/2 years and practicing attorney for 13 years, she is an active member of the Simpson Inns of Court, and a member of the Washington and Oregon State Bar Associations, the Multnomah County Bar, Washington County Bar, and the Clark County Bar. more »

Divorce Taxation for CPAs, CFPs, and Family Law Attorneys

Audience: CPAs, CFPs and attorneys and other financial professionals interested in learning about divorce taxation.

Level: Basic

Description: Divorce is a major financial event for any couple and typically has important tax consequences for each of the divorcing spouses. Financial professionals and attorneys need a solid grounding in these complex tax rules. Although most divorces are an emotional disaster area, without planning, a divorce may also be a tax disaster. This course provides basic knowledge for understanding the tax consequences of various planning alternatives.

Learn About: Joint return filing status » Withholding and estimated payments » The new dependency rules and the deductibility of medical expenses and child credits » Taxation of alimony and property settlements and recapture of excess alimony » Taxation of property transfers including basis calculations » Division of IRAs and pension plans » Community property rules » IRS audits after a divorce » Innocent spouse treatment, and more.

Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington).
Of Counsel to the law firm Draneas & Huglin, P.C., a law firm focusing on wills, trusts, tax, and general business matters, Jim also is the author or co-author of a number of books and articles on estate planning and taxes, including Tax and Financial Planning, For The Closely Held Family Business published by American Law Institute-American Bar Association. more »

* Credit varies by profession. Please see our page on Professional CPE Requirements.

** Take these courses separately:
$115.00 for the morning session,
Divorce in Oregon & Washington: What CPAs and CFPs Need To Know.
$115.00 for the afternoon session,
Divorce Taxation for CPAs, CFPs, and Family Law Attorneys.

***Lunch is 1 hour. Please bring your own brown bag lunch. Restaurants and fast food outlets are also available nearby. Refrigeration is available.
Beverages are provided.

Registration Policy and Procedure