Expert Strategies for Divorce Finances and Taxes.
Refine Divorce Financial Strategies with Precision.
Continuing Education approved courses for Multiple Qualifications
On-Demand Courses
Individual Certificates for each Module
Courses authored by Subject Matter Experts
Shareable Certificate on LinkedIn
Struggling to address complex financial and tax issues in divorce? The Certified Divorce Financial and Tax Strategist course empowers professionals to handle intricate divorce cases with confidence. Designed for financial and tax advisors, this course covers retirement asset division, credit and debt management, and estate planning. Gain the expertise to guide clients through emotional and financial challenges effectively.
Financial impact of divorce on women and children.
Retirement asset division procedures and social security implications.
Credit management and debt resolution in divorce cases.
Federal retirement benefits and their implications in divorce.
Estate planning needs and strategies post-divorce.
CPAs, EAs, and CDFAs seeking advanced specialization in divorce-related financial and tax matters to enhance their proficiency beyond basic levels.
Financial professionals and tax advisors who work with clients undergoing divorce and wish to deepen their expertise in managing complex financial scenarios and tax implications.
Individuals involved in family law, financial planning, or tax strategy who want to gain comprehensive knowledge and skills in handling divorce financial and tax issues effectively.
Handout PDFs for every ModuleGlossary/Key Terms for every ModuleQ&A directly with instructors.Divorce Financial PlannerCertified Divorce Financial AnalystDivorce Tax SpecialistFamily Law ConsultantFinancial Analysis in Divorce CasesRetirement Asset Division ExpertiseAdvanced Tax Strategy ImplementationEstate and Beneficiary PlanningEmotional and Psychological Impact AssessmentSpecialized Knowledge in Divorce PlanningModule Name
Duration
1 Hour
Principal , DSS Consulting
1 Hour
Principal , DSS Consulting
1 Hour
Principal , DSS Consulting
1 Hour
Principal , DSS Consulting
1 Hour
Principal , DSS Consulting
1 Hour
Principal , DSS Consulting
1 Hour
Principal , DSS Consulting
1 Hour
Principal , DSS Consulting
1 Hour
Barry Sacks
1 Hour
Principal , DSS Consulting
1 Hour
President , ABC Bookkeeping & Tax Service, Inc.
1 Hour
Owner , Bowens Tax Solutions
1 Hour
Tax & Bankruptcy Attorney , Tax Problem Solver
1.5 Hours
President , APS Pension and Financial
1 Hour
Principal , DSS Consulting
President, ABC Bookkeeping & Tax Service, Inc.
A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues.
A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals.
A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. While onboard the destroyer, the ship executed many missions in the Straits of Hormuz off the coast of Iran.
Outside of his tax practice, A.J. is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.
Barry Sacks
Barry H. Sacks, PhD, JD, a member of the California State Bar, is a tax attorney specializing in pension law. He is a 1973 graduate of Harvard Law School. Since 1974, with the enactment of ERISA (the pension reform law), he has practiced almost exclusively in the area of retirement plan law. He has been certified as a specialist in taxation law since 1980 by the California Board of Legal Specialization. For the past ten years, he has been listed in the peer-selected “Best Lawyers in America”. In 2015, Mr. Sacks was designated as Best Lawyers’ “Lawyer of the Year” in the field of retirement plan law for the San Francisco Bay area. In addition, he holds a Ph.D. in theoretical physics from MIT, where he completed a doctoral dissertation that involved substantial mathematical modeling.
He published the pioneering research paper modeling the use of reverse mortgage credit lines to mitigate the effects of adverse sequences of investment returns in retirement accounts (Journal of Financial Planning, February, 2012). The retirement income strategy described in the Journal of Financial Planning article has been granted 2 patents. He published a sequel to this paper in the October, 2017 issue of the Journal of Financial Planning, expanding the range of application of the strategy. In 2016, he published an article in the Journal of Taxation (“Recovering a Lost Deduction”) on the income tax deduction for interest accrued on reverse mortgages. While developing his model for the use of reverse mortgages in retirement income planning, Mr. Sacks became aware of other needs of retirees (or soon-to-be retirees), including those who are moving to new homes and those who are in the process of divorce. As a result, he has published papers demonstrating various uses of reverse mortgages to address these retirees’ needs.
In the earlier part of his career, Mr. Sacks spoke frequently at California Continuing Education of the Bar presentations and at advance tax seminars as a visiting lecturer at U.C. Hastings College of the Law. More recently he has spoken at various Bar Association meetings (including the Marin County Bar Association and East Bay Trusts and Estates Council) and at meetings of financial planning organizations.
Principal, DSS Consulting
For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.
Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.
Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,
She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.
Tax & Bankruptcy Attorney, Tax Problem Solver
Mr. Heinkel has degrees in accounting,
law and a master’s in tax law (LL.M.) (all with honors) and has been published
in the Notre Dame Law Journal, the Journal of Real Estate Taxation, and The
Florida Bar Journal among others. Mr. Heinkel is a nationally-known expert on
tax procedures and resolution, representing people literally all over the
world. Further, he is also probably one of the very top experts in discharging
taxes in bankruptcy and has presented boot camps, seminars, webinars and other
presentations and on this and resolution-related topics around the country. He also
graciously makes himself available to consult with other professionals around
the country, usually free of charge.
President, APS Pension and Financial
Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services. For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer. Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002. A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005. The second edition of this book was released in 2008.
Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.
Owner, Bowens Tax Solutions
TIMALYN BOWENS is the owner and lead accountant for Bowens Tax Solutions. She is also affectionately known as “America’s favorite enrolled agent” by clients and colleagues across the U.S.
As an enrolled agent, Timalyn is licensed by the Internal Revenue Service as a tax expert and given clearance to officially represent your case to them.
At Bowens Tax Solutions, she spearheads a team of industry specialists with 24+ years of collective experience serving clients and getting results.
Timalyn began her career in 2011 at a distinguished global accounting firm, where she fell in love with taxes and tax law.
“You don’t deserve to be paralyzed by tax debt. That’s why I’m on a mission to fill the tax literacy gap one taxpayer at a time. Navigating the IRS alone can be nerve-wracking. Let us help make it a pain-free process. ”
Timalyn has been praised for her ability to teach as she works by her clients and for being knowledgeable, patient, and reliable by her peers and mentees.
When she isn’t fighting tax debt, you can find her outside with her husband and daughter enjoying everything that nature has to offer.
I just completed this certification and it's been a game-changer for my practice! The depth of knowledge and practical strategies provided were spot-on for handling complex divorce cases. Highly recommend to anyone in the field! 😊
This course was exactly what I needed to enhance my skills in divorce financial planning. The insights and tools offered were invaluable. Plus, MyCPE made the entire process smooth and straightforward 🏆.
I’ve taken several courses, but this one truly stands out. It gave me a deep understanding of the financial and tax implications in divorce cases, which has made a significant difference in how I advise my clients. The content was engaging and practical, and MyCPE's platform was easy to navigate. Great investment for any financial advisor! 🌟
Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.
4 Ratings
This certification provides an in-depth exploration of critical topics related to divorce financial planning and tax implications. Key areas include the impact of divorce on financial and emotional well-being, effective retirement asset division, credit and debt management, and estate planning post-divorce. The course also addresses complex tax considerations, including alimony, property settlements, and the intricacies of federal retirement benefits. By completing this course, you will be equipped with the knowledge and skills needed to manage and advise on all aspects of divorce financial and tax matters.
This certification will significantly enhance your ability to handle intricate financial and tax issues in divorce cases. You will gain expertise in managing retirement asset division, credit issues, and estate planning, which are crucial for effective divorce financial planning. The course also provides valuable insights into the tax implications of divorce, equipping you to offer comprehensive advice and support to clients. With these skills, you will improve your professional practice, offer specialized services, and better support clients through the complex financial aspects of divorce.
