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Courses/Tax/NASBA - Taxes *

Marriage And Finance

Steps to take to help each finance(e) learn about the other's finances - the good, the bad, and the ugly.

Created byLambers Inc.workspace_premium
4.5
(2 reviews)
BeginnerUpdated Jan 21, 2025
Marriage And Finance

What You'll Learn

check_circleRecognize what questions to ask couples to break the ice
check_circleIdentify how to get complete disclosure from many sources on each fiancé(s) finances
check_circleRecognize how to determine if the marriage should be postponed until tax and debt issues are cleared up
check_circleIdentify how to develop a strategy to resolve problems so they can get married
check_circleIdentify what to ask before marriage
check_circleIdentify the big three credit reporting agencies
check_circleDescribe how many years IRS transcripts are available for
check_circleRecognize which type of debt is not one where the IRS is the collection agency
check_circleDifferentiate types of agreements and when to utilize them
check_circleRecognize when you are considered married in various scenarios

About This Course

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.

Field of Study: Taxes IRS Field of Study: Federal Tax Related

Your Instructors

Lambers Inc.
Lambers Inc.
menu_book100 courses
star4,514 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Eva Rosenberg
Eva Rosenberg

EA, CTC, CTRS (the Internet’s TaxMama®)

Eva Rosenberg, EA, CTC, CTRS (the Internet’s TaxMama®) has a BA in Accounting and an MBA in International Business. Eva developed the EA Review course for UCLA over 20 years ago and has been teaching her own comprehensive EA course online for 15 years. Eva is a member of the IRS’ Los Angeles Stakeholder Practitioner Liaison team, and is the award-winning author of two best-selling books, Small Business Taxes Made Easy, published by McGraw-Hill and Deduct Everything! from Humanix Publishing. Eva was also a columnist for Dow Jones’ www.MartketWatch.com for nearly 15 years.

Credit Information

What Students Are Saying

4.5
Student's Choice
2 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.