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| Considerations and Applications of Investment Tracing in Marital Dissolutions(2027Q) |
Course CPE: 2 hours
Field(s) of Study: Accounting–1 hr; Finance–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 24FL1213CAI
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: December 13, 2024
Presenter: Robert W. Carter, Samantha E. Fisher
Program Description:
This session will cover theories and considerations when tracing pre-marital and non-marital investment accounts such as brokerage, IRA, and 401k accounts. A case study will be discussed showing how generally accepted theories are utilized as well as the pitfalls of the commonly used methods of tracing financial assets. This session will also cover the implications of assumptions made during the tracing process and how it may impact the ultimate tracing opinion.
After completing this course, you will be able to:
- Identify the commonly utilized and accepted methods of tracing pre-marital assets
- Recognize bank and brokerage statements to determine marital and non-marital contributions to accounts
- Determine an appropriate investment tracing analysis that considers the marital and non-marital contributions and investment experience of the assets
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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. |
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