What Mediators Need to Know About Taxes & Pensions with Lori Lustberg

Workshop #2 (Sessions #11 & 12) 8+ hours --$150

Thursday,  February 10^th – Basics of Taxes and Pensions, Pt.1

Thursday, February 17^th  – Basics of Taxes and Pensions, Pt. 2

12::00 - 4:00 pm Eastern

Pre-requisite:  workshop 1

Workshop Topics

·              Why mediators need to have a basic grasp of taxes, pensions, & investments

·              The basics of taxes in divorce

·              Key questions to ask

·              The law and division of assets

·              Understanding tax exemptions and credits

·              Why IRS matters in a divorce

·              Types of pensions

·              Why some pensions or investments that appear to be equal, are not

·              Nuances of writing financial agreements

·              What are the key things about finances that mediators must know?