The Divorce Tax

Common Pitfalls and Mitigating Taxation Exposures

(12:00 p.m. - 1:15 p.m. PT)

 

 

Divorce settlements don’t just divide assets. They can also create significant and often overlooked tax consequences. Without careful planning, decisions made during negotiations can expose clients to unexpected liabilities and long-term financial risk.

From filing status and undisclosed income to retirement distributions and future audit exposure, tax issues can quietly reshape the true value of a settlement. Attorneys who understand these nuances are better equipped to protect their clients and avoid costly mistakes.

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Join us for a practical, real-world session that breaks down the most common tax pitfalls in divorce and how to address them in both negotiation and drafting.

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What You’ll Learn:

 

• Tax Filing Strategies in Divorce: Timing, joint vs. separate filing, liability exposure

• Finding Missing Income: Spotting gaps and inaccurate disclosures

• Tax Impact of Asset Division: Real estate, retirement accounts, and more

• Planning for Tax Events: Avoiding surprises and inequitable outcomes 

• Settlement Language for Protection: Reducing IRS exposure and audit risk through precise drafting

 

Don’t let tax issues derail an otherwise sound settlement. Gain the tools and insights you need to better protect your clients and improve case outcomes.

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Presented by:

 

Steve Cizik, J.D., E.A.

Partner & Managing Attorney, Tax & Estate Division | Harris Law Firm