Untying the Knot: Taxes & Divorce - A Four-Part Webcast Series in May and June
- ICLEF
- 6 days ago
- 4 min read
Updated: 3 days ago
Untying the Knot:
Taxes & Divorce
A Four-Part Webcast Series
Untying the knot of taxes and divorce can be complex, with financial pitfalls lurking at every turn. Our exclusive four-part webcast led by Patrick Wanzer is designed to equip legal and financial professionals with the knowledge they need to guide clients through these challenges effectively. Each session will delve into critical tax-related aspects of divorce, including Qualified Domestic Relations Orders (QDROs), strategies for filing back taxes, installment agreements, and key protections like innocent and injured spouse claims. We’ll also explore unusual divorce proceedings that present unique tax implications. Join us for this in-depth series to gain insights and strategies that can make a real difference for your clients.
Untying the Knot Part 1:
2 CLE / 2 CPE - Tuesday, May 13
1:30 P.M. - 3:30 P.M. Live Webcast
Divorce is challenging enough without the added complexities of tax filings. This webcast is designed to help individuals, tax professionals, and legal advisors understand critical tax considerations during and after a divorce. Whether you need guidance on amending prior tax returns, deciphering filing statuses, or managing Qualified Domestic Relations Orders (QDROs), our experts will break down everything you need to know.
What You Will Learn:
• The appropriate tax filing status to choose during and after divorce.
• Key information about QDROs and how they affect retirement accounts post-divorce.
• Step-by-step guidance on amending back tax returns in light of divorce agreements.
• Tips on filing back taxes and avoiding potential penalties amidst divorce proceedings.
Untying the Knot Part 2:
2 CLE / 2 CPE - Tuesday, May 20
1:30 P.M. - 3:30 P.M.
Join us for an insightful webcast tailored specifically for Family Law Attorneys and Divorce Lawyers. Learn how to navigate the complex intersection of family law and finances with confidence. This session will provide practical knowledge on handling tax-related matters such as Offers-in-Compromise and Installment Agreements in divorce cases.
What You Will Learn:
• How to address tax debt through Offers-in-Compromise and Installment Agreements in divorce settlements.
• Strategies to protect your clients’ financial interests during divorce negotiations.
• Key financial pitfalls to avoid when handling sensitive divorce cases.
Untying the Knot Part 3:
2 CLE / 2 CPE - Tuesday, June 3
1:30 P.M. - 3:30 P.M.
Family law attorneys, are you prepared to tackle the unique tax challenges that arise in divorce cases and marital disputes? Join us for an exclusive webcast designed to help you better understand complex topics like innocent spouse claims, injured spouse provisions, and strategies for managing tax liens, discharges, and subordinations in your cases.
You’ll gain actionable insights on navigating IRS regulations, protecting your clients’ financial interests, and resolving intricate tax disputes that frequently emerge in family law.
What You Will Learn:
• Understand the differences between innocent spouse and injured spouse claims, and learn when each is applicable.
• Explore tax strategies to protect divorcing clients from future liabilities.
• Learn how to manage tax liens and understand processes for discharge, subordination, or withdrawal.
• Discover how to minimize tax-related risks and prepare more informed settlements.
Untying the Knot Part 4:
Unusual Issues in Divorce & Case Studies with Unusual Twists
2 CLE / 2 CPE - Tuesday, June 10
1:30 P.M. - 3:30 P.M. Live Webcast
Family law cases can often present intricate challenges that demand innovative solutions. Join us for a practical and insightful webcast designed specifically for family law attorneys and divorce lawyers.
During this session, we will explore expert strategies and real-world applications to manage and resolve complex cases effectively. Learn from experienced tax professionals through compelling case studies and discussions of unusual family law scenarios. Gain actionable insights that you can apply to your current and future cases.
What You Will Learn:
• Proven strategies for tackling complex and unusual divorce proceedings
• Detailed analysis of compelling family law case studies
• Tips for managing client relationships during high-conflict cases
Faculty:
Patrick H. Wanzer, CPA, CTRC
Breakthrough Tax Resolution, Indianapolis
Patrick Wanzer is a Co-Founder of Breakthrough Tax Resolution Services and has been a CPA for over 20 years. He has spent the last 9 years helping clients stand up to the IRS. Patrick focuses his practice exclusively on IRS Tax Resolution and helping his clients find ways to effectively and efficiently resolve their tax issues. Whether it is through an Offer-in-Compromise, Installment Agreement, Innocent Spouse Filing, Currently-Not-Collectible Status, or some other option, Patrick has helped many clients put their problems with the IRS behind them for good.
Along with being a CPA, Patrick is also a CTRC (Certified Tax Representation Consultant), a National Trainer with Tax Rep LLC, an Author, and Speaker. Patrick has written numerous webinars on IRS Tax Resolution and has presented on the topic at variety of conferences including the Midwest Tax Representation Conference, The National Tax Representation Summit, and the Indiana State Bar Association Solo and Small Firm Conference.
Through his experience helping clients get past their tax issues, Patrick has the knowledge and demeanor to guide you through this process. Clients come to Patrick seeking a way out of what feels like an insurmountable problem and Patrick puts them at ease by explaining that the problem can be solved.
Patrick is a native of Indianapolis, IN and currently resides in the Eastside Indianapolis Neighborhood of Irvington with his wife Kimberly and their dog Lucy.
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