Zachary Marsh, Esq. is the founder of Marsh PLLC – a law firm located in Minneapolis, Minnesota dedicated exclusively to providing legal representation in family law matters. For more than a decade, Zach has represented clients in complex financial and custody matters. Zach has been named a Minnesota Super Lawyers Rising Star in every year since 2014. He is a graduate of the University of Iowa College of Law.
Divorce Taxation: Common Tax Issues Arising in Divorce
CLE Credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)
This course will assist in recognizing and addressing common tax issues that arise in a divorce context. From recent changes resulting from the enactment of the Tax Cuts and Jobs Act to a review of the tax impact of dividing marital assets, this course will provide a practical discussion that will help identify tricky tax issues and address them before they become problematic.
This course is co-sponsored with myLawCLE.
Key topics to be discussed:
• Filing statuses during divorce
• Capital gains taxes
• Tax issues that arise when assets are sold or transferred
• Tax impacts when dividing retirement accounts
• Tax issues related to spousal maintenance
• Child tax benefits
• Common tax forms from the divorce attorney’s perspective
• Itemized Deduction changes and other recent modifications resulting from the Tax Cuts and Jobs Act
• Gift and Estate Tax issues in divorce
Date / Time: October 2, 2019
• 2:00 pm – 4:00 pm Eastern
• 1:00 pm – 3:00 pm Central
• 12:00 pm – 2:00 pm Mountain
• 11:00 am – 1:00 pm Pacific
Choose a format:
• Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
• On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.
- Automatic MCLE Approvals
All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, WV, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)
- Live Video Broadcasts
Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, SC, and LA —these states require in-person attendance to qualify for “Live” CLE credit.
- “Live” Re-Broadcasts
“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, SC, and LA]
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.
Section I. A review of filing statuses during divorce
Section II. A review of capital gains taxes
Section III. Tax issues that arise when assets are sold or transferred
Section IV. Tax impacts when dividing retirement accounts
Section V. Tax issues related to spousal maintenance
Section VI. Child tax benefits
Section VII. A review of common tax forms from the divorce attorney’s perspective
Section VIII. Itemized Deduction changes and other recent modifications resulting from the Tax Cuts and Jobs Act
Section IX. Gift and Estate Tax issues in divorce