
This program provides a detailed overview of tax implications and considerations for clients undergoing a divorce. Attendees will learn about determining the correct filing status, identifying custodial and noncustodial parents, summarizing tax credits and benefits available, understanding the tax treatment of property settlements and retirement plans, and recognizing differences between innocent and injured spouse provisions. This program also explores potential post-divorce conflicts of interest and other related issues.
Learning Objectives:
Identify the appropriate filing status for divorced clients, both with and without dependent children.
Distinguish between custodial and noncustodial parents for tax purposes.
Summarize the tax credits and benefits available to both custodial and noncustodial parents.
Describe the tax treatment of property settlements and retirement plans during divorce.
Recognize the differences between innocent spouse and injured spouse provisions and their implications.
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*Self-Study recording not available for NASBA CPE credit.

John began his tax career in 1987 and passed the IRS Special Enrollment Exam in 1995. A National Tax Practice Institute fellow and SUNY Oswego graduate, he specializes in taxation for non-resident aliens, U.S. citizens living abroad, S corps, legal marijuana businesses, and cryptocurrency.
John is passionate about giving back to the profession. Every year on Giving Tuesday, Tax Practice Pro offers a free ethics webinar, and its weekly Tax Update webinars keep tax professionals informed on the latest developments. These programs combine practical guidance, strategies, and insights to help practitioners work smarter, faster, and with confidence.
Whether you’re just starting your career or expanding an established practice, Tax Practice Pro and John Sheeley, EA provide the education, coaching, and community support tax professionals need to succeed.