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Episode 7: Tax Considerations in Divorce with Jamie Wilkerson

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Manage episode 339862710 series 3390560
Content provided by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Melissa Fradenburg, CDFA and Jamie Wilkerson CPA, discuss the common tax issues and considerations in divorce. With over 20 years of experience as a CPA and experience going through her own divorce, Jamie knows there are a lot of financial changes through the process. While it can be daunting to face these changes, especially if you were not the one filing taxes in your marriage, our goal in this episode is to break down the main issues you should address if going through or recently divorced.
We will discuss:
· How to determine your filing status?
· When do you get to claim children as dependents?
· What tax credits might you be eligible to get?
· How is spousal support taxed?
Resources:
· Find out more about Jamie HERE.
· Contact Jamie Wilkerson HERE.
· Find out how Pearl Planning can help in the divorce process HERE.
· Read, Is Time Running out on Getting Your Qualified Domestic Relations Order?
Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 339862710 series 3390560
Content provided by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Melissa Fradenburg, CDFA and Jamie Wilkerson CPA, discuss the common tax issues and considerations in divorce. With over 20 years of experience as a CPA and experience going through her own divorce, Jamie knows there are a lot of financial changes through the process. While it can be daunting to face these changes, especially if you were not the one filing taxes in your marriage, our goal in this episode is to break down the main issues you should address if going through or recently divorced.
We will discuss:
· How to determine your filing status?
· When do you get to claim children as dependents?
· What tax credits might you be eligible to get?
· How is spousal support taxed?
Resources:
· Find out more about Jamie HERE.
· Contact Jamie Wilkerson HERE.
· Find out how Pearl Planning can help in the divorce process HERE.
· Read, Is Time Running out on Getting Your Qualified Domestic Relations Order?
Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

42 episodes

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