SpeakerJustin Miller, JD, LLM, CFP, ACTEC, TEPNational Wealth Strategist
BNY Mellon Wealth Management
Topics • Tax Filing Status, Dependency Exemptions and Child Tax Credits
• Sale of Principal Residence Exclusion
• Deductions Related to Divorce
• Payments After Divorce—Child Support, Alimony and Life Insurance
• Qualified Retirement Plans and IRAs
• Property Transfers and Division of Appreciated Property
• Spousal Trusts
Thanks to the recent Tax Cuts and Jobs Act, 2018 could be a record year for divorces. Whether it is dependency exemptions, determining spousal support, dividing retirement accounts or transferring property, understanding the tax implications of divorce can be extremely helpful to estate planning, tax and financial advisors—not just family law attorneys. This fast-paced program will provide advisors with essential tax tips that can be utilized in simple to complex divorce cases in order to benefit clients now and in future years.
Section Chair: Melissa Hung, Farella Braun + Martel