Description

This program will cover:

Filing decisions - separate vs joint or head of household. 

Reporting stock option income. 

Income distributions of retirement assets to optimize taxes. 

Equalizing assets and QDRO considerations. 

Speakers:

Larysa Prytula, CFP, CDFA 

Irina Anissimova, CPA, CFF 

MCLE:

1 hour general substantive credit