Divorce Guidance and Resources for Tax Professionals

Articles

Tools, Templates, and Other Resources

  • Attorney Marketing Letter for Clients Going through a Divorce: Template letter to highlight your skills and promote your services to local attorney(s). Working collaboratively with an attorney is often the best way to serve clients going through a divorce.
  • Quick Reference Guide to Divorce-Related Tax Matters: Document that contains a detailed chart that summarizes many of the tax issues that arise during divorce proceedings and the challenges that may affect family law practitioners. Topics covered in this guide include: filing status, exemptions, mortgage interest, and innocent spouse and separate liability relief. Note: most amounts are shown for the 2014 tax year.
  • Surviving Divorce: How to Protect Yourself: Toolkit that addresses the financial aspects of ending a marriage and provides advice that can help protect a client’s financial future.
  • Divorce Issues Checklist (Word & PDF): Checklist that should be used as a comprehensive planning tool for a divorce.
  • Taxation of Divorce after the American Taxpayer Relief Act: PowerPoint slides handout from a presentation from Steve Siegel. In this presentation, Steve walked members through important tax considerations in a divorce.



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