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Live Webcast Replay

Why QDROs Demand the CPAs Attention


Total Credits: 2 including 2 Specialized Knowledge - Technical

Average Rating:
   8
Categories:
Partner Produced |  Personal Development
Speakers:
Michelle F. Gallagher, CPA/ABV/CFF |  Robert Treat, JD, APA
Course Levels:
Overview
Duration:
2 Hours
Product Type:
Live Webcast Replay
License:

Dates


Description

A Qualified Domestic Relations Order (QDRO) is a key component in separation, divorce or other domestic relations proceedings because in most situations the employer-sponsored retirement plan is usually their largest asset. QDROs are typically used when dividing retirement plans as part of the equitable distribution in the divorce process. While some CPAs firms have divorce planning in their menu of services, developing expertise in QDROs is a natural lead-in to the broader service area of divorce taxation. This webcast delves into the world of QDROs and provides you information to get you started down the path of a new practice area for your firm.

 

Basic Course Information

Learning Objectives *To gain an overview of qualified domestic relations orders and how CPAs can add this planning technique into their practice
Major Subjects *What is a QDRO? *QDRO Requirements *Tax Implications of Executed QDROs *The CPAs Role in Developing a QDRO *Timing of Benefits under a QDRO

Course Materials

Speaker

Michelle F. Gallagher, CPA/ABV/CFF Related Seminars and Products


Michelle F. Gallagher, CPA/ABV/CFF owns and operates the valuation and forensic accounting firm of Gallagher Valuation & Forensics, PLC and is a Principal with the accounting firm of Gallagher, Flintoff & Klein, PLC in Lansing, Michigan. She is a certified public accountant (CPA), accredited in business valuation (ABV), certified in financial forensics (CFF), and a candidate member with the American Society of Appraisers.  Her extensive years of experience includes professional services in the areas of accounting, tax, business valuation, forensic accounting, litigation support, determination of damages, pension valuation, mediation, divorce consulting, and business advisory services. Ms. Gallagher’s experience includes services as a trusted consultant, expert witness, mediator, and court-appointed expert.                Michelle is Chair of the AICPA ABV Credential Committee and the AICPA ABV Exam Task Force. She has been on the Planning Committee for past AICPA-AAML Family Law Conferences as well as past AICPA Forensic and Valuation Conferences. In 2008, Michelle received the AICPA FLS Volunteer of the Year Award. In addition to her service at the National level, she serves on the Board of Directors for the Michigan Association of Certified Public Accountants (MICPA), is the immediate past-Chair of the MICPA Business Valuation/Litigation Support Task Force, and Co-Chaired the 2006 MICPA Divorce Issues Conference. In 2012, Michelle received the MICPA Women to Watch Award. She has spoken nationally at AICPA, ABA and AAML conferences, as well as regionally and locally to a variety of business and professional groups on various business valuation and litigation related topics. 
Michelle holds a Bachelor of Art degree in Accounting from Michigan State University.


Robert Treat, JD, APA Related Seminars and Products


Robert, “Bob”, Treat, J.D., is the current President of QDROExpress. He is a U.S. Army Veteran who received his Juris Doctor (JD) from the University of Toledo, College of Law. Bob is a member of the Michigan Bar Association, including the QDRO Administration Group. He is a contributor to the Institute of Continuing Legal Education publication, and has written numerous articles about QDROs for the Michigan Family Law Journal.

Bob has presented QDRO Seminars for professional in Michigan and across the country. 


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, family law attorneys, and anyone with an interest in family law planning
Original Recording Date 10/23/2017
Yellow Book No
Course Developer MICPA
Date Added to Catalog 09/18/2017

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

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Overall:      4.1

Total Reviews: 8