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