Divorce Planning and the Tax Cuts and Jobs Act
Lili Vasileff, CFP
®, MAFF, CDFA
(This presentation has been accepted for 1
201 Food Terminal Plaza (Long Wharf)
New Haven, CT
11:30am - 1:30pm
Thursday, January 24, 2019
The new tax law will affect people differently, depending on whether they're paying or receiving alimony. Yet, this deduction, which is permanently eliminated, is just the tip of the iceberg, and one that, over time, will affect many other interrelated divorce financial decisions. Some experts anticipated there would be a surge in divorce in 2018 before this deduction expired on 12/31/2018. Women (who receive 98% of alimony payments), will be most likely hurt by the change as they negotiate divorce terms. Since alimony is usually one of the last pieces of the financial puzzle to fall into place for a settlement, it will no doubt be both an opportunity and a challenge for advisors to identify the impact of the tax law changes concerning income-sharing, tax credits, caps on tax deductions, and property distribution.
In this presentation, you will:
- Learn about divorce financial planning and how tax law changes directly impact divorce financial decisions.
- Identify specific financial issues that may have unforeseen consequences for divorcing clients following the tax law changes.
- Identify 9 key areas for discussion with your clients going through divorce that must not be overlooked.
- Recognize that each client's case is fact-specific.
- Learn how to illuminate opportunities for clients to maximize the outcome of their divorce.
Level of Complexity: Intermediate
The presenter of this session is Lili Vasileff, a fee-only CFP® professional, Master in Financial Forensics specializing in matrimonial litigation (MAFF), Certified Divorce Financial Analyst (CDFA), and an independent Registered Investment Advisor. Lili is President and founder of Divorce and Money Matters LLC and of Wealth Protection Management, author of three books on divorce, including the book "Money & Divorce: The Essential Roadmap to Mastering Financial Decisions", published by the American Bar Association in 2018, and President Emeritus of the national Association of Divorce Financial Planners (ADFP).
11:30 a.m.: Registration & Networking
12:00 pm: Lunch
12:30 p.m.: Educational Program
1:30 p.m.: Adjourn
$35 Advance / $45 at door
$55 Advance / $65 at door
for registration form to mail in with your check made payable to
Registration fees are payable by check only (sorry, no credit cards).
Registration Deadline: Monday, January 21, 2019
Questions, please contact
FPA GNH Chapter Executive Lori Somerville
For information on programs presented by all three FPA CT Chapters,