Family Law Essentials for Accountants: Structures, Settlements & Risk Points

Explore the family law issues that can significantly impact tax, business structures and client wealth outcomes.

In this session, we cover:

• Why separation is a high-risk event for client structures

• The “four-step approach” in family law property settlements

• Interaction with estate planning 

• Ongoing advisory work and practical takeaways 

• Binding financial agreements (BFAs)

• How does tax law define a spouse?

• Rollovers and exemptions

• Other implications