Tax and Financial Planning Tips: Marriage and Divorce
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Tax and Financial Planning Tips: Marriage and Divorce

3 months ago · 5 MB Download

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Marriage and divorce can be two big milestones in a person’s life, and both can have major tax consequences. Various tax considerations need to be evaluated such as filing status, medical expenses, combined income consequence, investments and more. Whether your clients are starting or sunsetting a marriage, as their CPA trusted adviser, you can help them understand the various tax considerations when these life events occur.

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File name: tax-and-financial-planning-tips-marriage-and-divorce.pdf

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