Family Law

4.77

Tax in Divorce: The Attorney's All-in-One Guide!

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 5 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 53 minutes
Terrence Benshoof
Elizabeth Juelich
T. Kevin Knight
With Terrence J. Benshoof from Calabrese Associates, P.C. + 2 others
Recorded May 01, 2025
Product ID 100306

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Overview

The Secrets to Managing Common Tax Issues in Divorce Cases

Build your knowledge! In this practical introduction to tax in divorce, our accomplished faculty fills you in on the tax implications of retirement accounts, marital residence division, and so much more. Make certain you handle each divorce case in a way that minimizes tax surprises and ensures a fair division of assets and liabilities - register today!

  • Enhance your understanding of essential tax documents.
  • Identify tax considerations when dividing up the marital residence.
  • Discover the tax implications of dividing retirement accounts.
  • Find out how to determine who gets to claim the children as dependents.
  • Determine the pros and cons of different filing status options in divorce.

This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member Erika MacCormac.

Abbreviated Agenda

  1. Breaking Down Key Tax Returns and Forms
  2. Dividing up the Marital Residence
  3. Retirement Accounts Tax Intersection
  4. Children and Tax Exemptions
  5. Filing During Divorce and After
  6. Transfers Pursuant to Divorce and Avoiding Taxes
  7. Ethical Considerations When Handling Tax in Divorce

Related Topics

Product ID 100306

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 5 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Breaking Down Key Tax Returns and Forms

    1. W2 vs. 1099 vs. K1
    2. 1040 and All Schedules
    3. Differentiating Taxable vs. Non-Taxable Assets
    4. Business Taxes in Divorce
    5. What a Tax Return Can and Cannot Show
    6. Identifying Hidden Assets or Income

  2. Dividing up the Marital Residence

    1. Capital Gains
    2. Tax for Secondary and Rental Properties
    3. Time-Shares - How to Divide Liability
    4. Third-Party Transfers

  3. Retirement Accounts Tax Intersection

    1. IRA Tax - Roth vs. Traditional
    2. 401k Tax Treatment
    3. Hardship Withdrawals
    4. Required Minimum Withdrawals and Tax Liabilities

  4. Children and Tax Exemptions

    1. Who Can Claim the Children?
    2. Other Tax Benefits Beyond the Basics (HSA, 529s)
    3. Tax Treatment of Support for Children
    4. IRS Tax Interceptions - When, Why, and How

  5. Filing During Divorce and After

    1. Married Filing Jointly
    2. Married Filing Separately
    3. Pitfalls of Covering Liability When Divorcing - Injured vs. Innocent Spouse
    4. Joint Tax Liability and How to Divide as Part of Final Settlement
    5. Post-Divorce Changes to Tax Liability

  6. Transfers Pursuant to Divorce and Avoiding Taxes

    1. Real Estate Deed Tax Exemption Codes
    2. Cost Basis Analysis for Stocks
    3. QDROS and Tax Avoidance for Transfers
    4. Other Creative Tax Shelters for Assets Post-Equitable Distribution
    5. Case Studies

  7. Ethical Considerations When Handling Tax in Divorce

    1. When a Client Provides Potentially Inaccurate Tax Info: Ethical Duties
    2. Ethically Managing Cases When Tax Laws Are Rapidly Changing
    3. Advising Both Spouses on Tax Matters: Potential Conflict Issues
    4. Ethically Managing Disputes Over Who Claims Dependent Exemptions
    5. Does Recommending a Specific CPA to Your Client Create a Conflict?
    6. Tax Advice in Divorce: Steps to Take to Prevent Malpractice Claims

Who Should Attend

This program is designed for attorneys. Accountants, tax professionals, and paralegals may also benefit.

Speakers

Terrence J Benshoof
Terrence J.
Benshoof
Calabrese Associates, P.C.
Elizabeth L Juelich
Elizabeth L.
Juelich
Krueger, Juelich & Schmisek, PLLC
T. Kevin Knight
T. Kevin
Knight
DSK Law
Speaker bio
Terrence J Benshoof

Terrence J. Benshoof

Calabrese Associates, P.C.
Terrence Benshoof

holds a J.D. degree and a Master of Law in taxation from De Paul University. He has over 50 years of experience in a variety of family, taxation and business law areas. Mr. Benshoof is of counsel to the firm of Calabrese Associates, P.C. in Warrenville, Illinois. As a practitioner, he has focused in the family law area, on matters concerning divorce actions involving military spouses, military pay and benefit issues, retired pay division, and application of the Service Members Civil Relief Act. Mr. Benshoof has lectured on these topics to the Chicago, DuPage and Will County bar associations in Illinois, and for National Business Institute in local and national webcast seminars. He also practices in the area of general taxation, business tax planning, trusts and estates, real estate, and commercial litigation. Mr. Benshoof has published numerous articles on military issues in family law and on property taxation. A retired Lieutenant Colonel in the Army Reserve, Judge Advocate General's Corps, he served as National Judge Advocate (general counsel) for the 45,000 member Reserve Organization of America, and has served on its Board of Directors for five years. Mr. Benshoof served as Referendary General (chief judge of the Tribunal) of the Sovereign Military Order of the Temple of Jerusalem for eight years. He also serves as vice president of the Board of Directors of the Midwest Shelter for Homeless Veterans in Wheaton, Illinois.

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Speaker bio
Elizabeth L Juelich

Elizabeth L. Juelich

Krueger, Juelich & Schmisek, PLLC
Elizabeth Juelich

is a partner at Krueger, Juelich & Schmisek, PLLC in Minnetonka, Minnesota, and focuses her practice on family law and estate planning. Her family law practice includes divorce, custody matters, complex property division, support, related tax matters and domestic abuse, and she frequently speaks about these matters both nationally and locally. Many of Ms. Juelich's clients or their spouses are executives, physicians, and business owners, and her cases routinely involve executive compensation and complicated financials. Many of her cases are considered high conflict, and involve domestic abuse and parties who have mental health and personality disorders. Ms. Juelich was nominated by her peers, vetted by the research team at Thomson Reuters, and selected to appear on the Minnesota Super Lawyer's Rising Star list each year from 2012 through 2018, a designation received by no more than 2.5% of the attorneys in the state who are 40 or younger, or have been in practice for ten years or less. She has been named a Super Lawyer each year since 2019, which is a designation given to 5% percent of all attorneys in the state who are over 40, or have practiced law for more than ten years. Ms. Juelich graduated cum laude from William Mitchell College of Law, and graduated cum laude from Hamline University, where she earned her B.A. degree in management and political science.

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Speaker bio
T. Kevin Knight

T. Kevin Knight

DSK Law
T. Kevin Knight

is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.

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