“Financial Planning Considerations for Family Law Practitioners” presented by Andrew Hoffman, CFP, CDFA and Sheri Bankston, CPA, CDFA.
22nd JDC Presentation
When: Friday, June 3, 2022
3:30-4:30 PM
Where: Beau Chene Country Club
602 N Beau Chene Drive
Mandeville, LA 70471
Part of 7 hours of CLE, including Family Law Specialization Credit and Professionalism. To register for this event, visit 22ndjdcbar.org.
23rd JDC Presentation
When: Friday, June 17, 2022
12:00-1:00 PM
Where: Pelican Point – Flight Restaurant
6300 Championship Ct.
Gonzales, LA 70737
Valid for one hour of CLE. Contact Janeane Abbott: janeane@abbottprescott.com with any questions or concern
Topics to be Covered
- Challenges when Calculating Support for the Self-Employed
- How Cryptocurrency affects Property Settlements and Support Calculations
- IRA Corner:
a. The Effect of the Secure Act on Inherited IRAs for Child Support Income
b. Income for Child Support for Regular, Non-deductible and ROTH IRA distributions
c. Division Differences between IRAs and 401(k)s - Impact of the Different Rules for Filing Status, Dependency Exemptions, Child Tax Credits and Childcare Credits
- Impact of Higher Interest Rates on Property Settlements and Child Support Calculations
- TRSL:
a. Social Security Offset Concepts for Clients
b. Survivors and Beneficiaries
c. Electronic Signatures - Reimbursement or Tracing: Tips, Tricks, and
Traps