Family Law Section & Tax Salon Joint event: Divorce and Taxes

Royse Law Firm · Tuesday, September 11, 2012 from 4:30 AM to 6:00 AM

Posted 10 months, 1 week ago
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Tax Aspects of Spousal/Dependent Support and the Division of Property, Business, and Retirement Interests

Speakers:
Roger Royse, Founder, Royse Law Firm, PC
Jason Crowley, Partner, Divorce Capital Planning, LLC
Hal Friedman, Partner, Greenstein, Rogoff, Olsen & Co., LLP

Three experts discuss best practices and emerging trends in spousal and dependent support agreements, cohabitation issues and joint returns, the Kiddie Tax, innocent spouse elections, attorneys’ fees, the division of property and business interests, and retirement account issues.

Speaker Bios:

Roger Royse has practiced tax and corporate law since 1984. Roger is the founder of Royse Law Firm, PC, a business and tax law firm with offices in Northern and Southern California (www.rroyselaw.com). Roger is widely published on technical tax topics, is a regular speaker for the California CPA Education Foundation and has been an adjunct Professor of Taxation (Property Transactions and International Taxation) for Golden Gate University.

Jason Crowley is a founding partner at Divorce Capital Planning, LLC, which specializes in divorce financial planning and analysis for high-asset dissolutions. He provides guidance, education, support and analysis on complex financial issues to help clients navigate the transition of divorce. Jason is a Certified Financial Planner, Certified Divorce Financial Analyst, and Level III candidate for the Chartered Financial Analyst (CFA) designation. He graduated summa cum laude with a bachelor’s degree in Business Economics and Accounting from the University of California, Santa Barbara.

Hal Friedman was a Director with Greenstein, Rogoff, Olsen & Co., LLP, a regional CPA firm, for 16 years prior to becoming a Partner in 2007. For the past 30 years, Hal has been working as a tax professional and lawyer serving the greater Palo Alto area. His practice experience spans all areas of taxation including closely held corporations and their shareholders, individuals, expatriates and nonresident aliens, and professional practices. Hal holds a bachelor’s degree in accounting from Pennsylvania State University and a Juris Doctor from Stanford Law School.

Who Should Attend: This presentation will be particularly relevant to family lawyers, tax lawyers, estate planners, Fiduciaries, accountants, and other advisors who may represent clients in divorce.

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