This course provides a comprehensive overview of the essential principles of Tracing, Characterization, and Apportionment of Investment Accounts. It delves into the intricacies of these concepts, ensuring that you gain a thorough understanding of how they apply in real-world scenarios. By the end of this course, you will be equipped to review the latest issues impacting family law practitioners and their clients, enabling you to navigate complex investment situations with confidence and clarity. This knowledge will empower you to make informed decisions and provide valuable insights in your professional practice.
Learning Objectives
• Understand the latest issues impacting family law practitioners and their clients.
• Identify key strategies for effective client communication in family law cases.
• Apply best practices to navigate complex legal scenarios in family law.
Major Topics
• Tax Issues: Technical vs. Practical
• Business Valuation for Family Law
