Part One: Mastering Tax Filing Status, QDROs, Back Taxes, and the CSED in Divorce

Divorce is already a complex process, and navigating the tax implications can feel overwhelming. In the first installment of this three-part masterclass series, Patrick will guide you through the foundational tax considerations that arise during and after a divorce. This session is tailored for individuals, tax professionals, and legal advisors seeking clarity on critical topics like choosing the correct tax filing status, understanding the impact of Qualified Domestic Relations Orders (QDROs) on retirement accounts, and managing back taxes effectively. What You'll Learn in Part One: How to determine the appropriate tax filing status during and after divorce. Essential insights into QDROs and their role in dividing retirement accounts post-divorce. Step-by-step guidance on addressing back taxes in light of divorce agreements. An introduction to the Collection Statute Expiration Date (CSED) and how it impacts tax liabilities during divorce proceedings. Practical tips to avoid common tax pitfalls during divorce. Set yourself up for success by mastering these key concepts and building a solid foundation for managing divorce-related tax challenges.