CPA/CFA

Post-Divorce Operations Reset
Presenter: CPA/CFA

Close loops: accounts, beneficiaries, insurance, credit, and records.
Health Insurance After Separation
Presenter: CPA/CFA

Plan coverage transitions and deadlines with HR and the Marketplace. 17
Home Sale Tax Planning
Presenter: CPA/CFA

Sequence housing decisions with IRS home-sale exclusions in mind.
Property Transfers and Basis
Presenter: CPA/CFA

Avoid stepping into tax liability by misunderstanding transfers.
Divorce Taxes North Star
Presenter: CPA/CFA

Build a “tax checklist” for the separation year and beyond.
Child Support Inputs Lab
Presenter: CPA/CFA,Family Law Attorney

Get the right data for accurate guideline calculations.
Property Tax Transfer Traps
Presenter: CPA/CFA,Real Estate Advisor

Avoid reassessment surprises when transferring title in divorce.
Unvested Equity and “Future Income” Risk
Presenter: CPA/CFA

Structure decisions about unvested equity without magical thinking.Capture consulting, apps, IP, and business interests for disclosure and division planning.
RSUs and Restricted Property
Presenter: CPA/CFA

Understand vesting, withholding, and Section 83 concepts that affect divorce negotiations.
Stock Options & ESPP Tax Events
Presenter: CPA/CFA

Interpret ISO/ESPP forms and tax timing at a high level.