Estate, Gift and Income Tax Issues for Family Lawyers

Our tax experts share the tax considerations of alimony and child support; dependency exemptions; child tax credits; explore all types of income required on Financial Statements and; provide a close look at IRC 401 as well as at the marriage income tax penalty.

Attend and learn:

• Impact of the TCJA on alimony, dependency exemptions and child tax credits
• What are child tax credits and how to use them in negotiation
• How best to draft language re: dependency exemptions and child tax credits in a separation agreement
• How to appropriately report different types of income and assets on Financial Statements
• How to recognize business deductions and which are related to employment
• When the marriage income tax penalty applies
• Are obligations of the decedent pursuant to a divorce decree, a debt of the decedent or an estate tax transfer

Our Experts:

Leo J. Cushing, Esq., CPA, LLM, Cushing & Dolan, PC, Waltham

Claire K. Forkner, Esq., Lee & Rivers LLP, Boston

Thomas J. Taranto, Esq, CFL, Law Office of Thomas Taranto, PC, Salem

Accessibility: The CHMM building is not ADA compliant due to the configuration and physical constraints of this unique and historic building. Live Streaming offered.