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Divorce and taxes (too bad you can't break up with the IRS)with Amy Irvine
Manage episode 382340233 series 2940942
Life is full of the unexpected and while taxes won't be the first concern when unfortunate things happen, they can't be forgotten about. Steven is joined in this episode by Amy Irvine, a financial planner specializing (and certified) in divorce planning. Steven and Amy share pitfalls to avoid and ideas for navigating this complex area that blends technical tax with a very emotional life situation. Amy provides a great list of action items for any advisor who serves married clients (you might not want to be a divorce specialist but you will likely come across it at some point!). https://bit.ly/3MlcCj5
114 afleveringen
Manage episode 382340233 series 2940942
Life is full of the unexpected and while taxes won't be the first concern when unfortunate things happen, they can't be forgotten about. Steven is joined in this episode by Amy Irvine, a financial planner specializing (and certified) in divorce planning. Steven and Amy share pitfalls to avoid and ideas for navigating this complex area that blends technical tax with a very emotional life situation. Amy provides a great list of action items for any advisor who serves married clients (you might not want to be a divorce specialist but you will likely come across it at some point!). https://bit.ly/3MlcCj5
114 afleveringen
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