Professional Students

Tools & Techniques Series –
Not your average textbooks

From the classroom to the boardroom, the most trusted references of thousands of top financial planning professionals

Click on the following links for sample material from the book:
About the Authors
Table of Contents

The emotional upheaval of divorce is well known. However, the economic and financial threats are far less understood. In fact, financial implications from divorce are among the top four leading factors to bankruptcy. Attorneys, mediators, and CPAs may not be experts in the long-term consequences of dividing assets.

Students will discover what is necessary to serve and protect the financial assets and well-being of their divorcing clients:

• Philosophy behind disparity in the financial results

• Tax traps to help clients avoid

• Tax loopholes in your client's favor

• Designing financially equitable settlements

• Forensic Accounting. Related financial concepts and much more

All-New title paves the path to in-depth divorce planning for the future and may be one of the most important parts of advising during the divorce process. Incorporate into your curriculum to tackle many of the complex issues overlooked today including: defining income; debts and living expenses; evaluating assets, including a family business; dividing retirement plans; top ten QDRO mistakes; alimony versus child support; dividing the residence-from the process of gathering data and beyond.

RECOMMENDED SUPPLEMENTAL READING:
2007 Field Guide to Financial Planning
Take It to the Next Level: Life Insurance Solutions for Financial & Retirement Planning
The Annuity Advisor
The Annuity Handbook, 4^th Edition
The Variable Annuity Handbook, 2^nd Edition
Garrett’s Guide to Financial Planning
Tax Facts Ultimate IRA Resource
The Cutting Edge in Financial Services
RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients