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You are here: Home / Blog / Financial Planning Considerations for Family Law Practitioners – CLE Presentation

Financial Planning Considerations for Family Law Practitioners – CLE Presentation

May 20, 2022 By HDS-Staff-s.h.

“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

  1. Challenges when Calculating Support for the Self-Employed
  2. How Cryptocurrency affects Property Settlements and Support Calculations
  3. 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
  4. Impact of the Different Rules for Filing Status, Dependency Exemptions, Child Tax Credits and Childcare Credits
  5. Impact of Higher Interest Rates on Property Settlements and Child Support Calculations
  6. TRSL:
    a. Social Security Offset Concepts for Clients
    b. Survivors and Beneficiaries
    c. Electronic Signatures
  7. Reimbursement or Tracing: Tips, Tricks, and
    Traps

Filed Under: Blog

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