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Certainities in Life: Death & Taxes And, sometimes Divorce!


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The Catoctin Estate Planning Council cordially invites you to attend their April breakfast meeting. We are pleased to have Financial Divorce Expert Joan Coullahan, CDFA as our guest speaker presenting on the topic of:

The Certainties of Life -- Death and Taxes. And, sometimes Divorce.

The presentation will cover:
The key tax changes affecting divorce
- Spousal support deductibility
- Dependency exemptions and child tax credit
- Itemized deductions
Identifying basic financial issues of your divorcing client
- Need for spousal support (Pendente Lite guidelines)
- Identifying potential marital and separate property
- Using professionals for their specific expertise in the divorce process
How to best help your client during the divorce process
- When both spouses are clients: present and future
- Providing basic client information and empowering the client
- Options for the divorce process

This event is designed to provide attendees with access to an industry expert and an opportunity for networking. Please consider sponsoring a table of 10 and inviting guests to sit at your reserved table.