Print Page | Sign In | Join
February 23, 2019 - ADFP Sponsored Workshop - CA Chapter Meeting
Tell a Friend About This EventTell a Friend

When: Saturday, February 23, 2019
10:00 AM - 4:00 PM
Where: Deer Valley Winery
6 Lois Lane
Lafayette, California 
United States
Contact: Kathleen Faulkner

Online registration is closed.
« Go to Upcoming Event List  

Register today!

The ADFP is sponsoring an all day Workshop from 10:00 AM - 4:00 PM on Saturday, February 23, 2019.

Deer Valley Winery
6 Lois Lane
Lafayette, CA
It is in walking distance of Lafayette Bart Station

Time: 10:00 AM to 4:00 PM (Lunch Is included) Wine Tasting Possibilities for those who stay after.

ADFP Members - $110
Non-ADFP Members - $135


  • Bankruptcy and Divorce - Jen Lee, MBS, JD - Priority Topics with Jen as follows
    • Overview of bankruptcy for individual and pass thru business entities
    • Decision criteria for filing bankruptcy -
    • What to do if a client thinks bankruptcy might be an option as part of a divorce - (probably most of us don't want to take on this kind of client, but they do call)
      • Can or should we help them? How would we get paid?
      • Who can help them? Referrals?
    • Is a bankruptcy in a divorce a real option for someone who doesn't want to pay support. Other dastardly behaviors a divorcing or current spouse might threaten or do?

  • Divorce Taxation and Tax Integration into Family Law Software - JD Heberger, CDFA, CPA - Priority Topics with JD as Follows:
    • Overview of tax reform for individuals – not business entities
    • Dissomaster and Family Law Software updates for new tax laws
    • Determination of best filing status – HOH and dependent children – Child tax & dependent care credits and more
    • Tax rate for equalized division of pre-tax and after-tax assets
    • Apportionment of taxes when filing separately and jointly (allocating tax liability) Including quarterly estimated taxes.
    • Joint estimated tax payments
    • Use of 1099 for tax liability associated with options and RSU
    • Co-owning the house – tax considerations
    • Rental properties & passive loss carryovers


Questions about the new ADFP website?
Please contact