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Divorce Tax Issues that Practitioners Should Know

DIVORCE TAX ISSUES THAT PRACTITIONERS SHOULD KNOW

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 29, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar will discuss the income, estate, and gift tax consequences of divorce—including the tax traps that may be encountered in property settlements, the sale of the principal residence, and the repeal of Section 682 alimony trusts.

This program will also discuss the problems encountered in dividing IRA and qualified plans, stock options, and deferred compensation in divorce. Learn about the relief available from joint and liability for the filing of joint income tax returns.

Learning Objectives:


  • Identify income, estate, and gift tax consequences of divorce

  • Recognize tax traps that may be encountered in property settlements

  • Identify problems in dividing IRA and qualified plans, stock options, and deferred compensation

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Jere Doyle

BNY Mellon Wealth Management
Senior Vice President
[email protected]
(617) 420-7328

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Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on holding, managing, and transferring their wealth in a tax-efficient manner.
Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit), and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education. Jere is also a reviewing editor of the 1041 Deskbook published by Practitioner's Publishing Company. Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law.

About Our Presenter

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Over BNY Mellon’s 200+ year history, they’ve seen times of prosperity, uncertainty and possibility. Their Active Wealth approach is grounded in a deep understanding of who their clients are, and that has brought the success they care about most: highly satisfied, loyal clients whose relationships span generations.