Love and Marriage
SKU: 06-230-01-CPE
Credit Hours: 2
Level: Basic
CPE Category: Taxes
CE Category: Federal Tax
Program Prerequisites: None
Delivery Method: Video
Instructor: Eva Rosenberg, EA, CTC, CTRS
Course Description:
This course will discuss steps to take to help each finance(e) learn about the other's finances - the good, the bad, and the ugly. How to find the information about each other - with their permission and cooperation. And how to face and fix the problems we discover.
This course will cover the following topics:
- Getting Engaged is Romantic
- Some Things to Ask
- Clarifying each party's attitude towards money
- Pulling Reports
- Getting answers about invisible obligations - like child support and alimony (in arrears?)
- Making provisions to clean up problems before marriage
- OR providing guidance on keeping income and assets separated
- When to Advise Marriage - if they are NOT Engaged?
- When to Not to Get Married at All
- When to Schedule the Marriage
- How to handle MFJ vs MFS taxes after marriage when someone discovers the new spouse's financial problems.