This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.


Social Security and Divorce: What Clients Need to Know Logo aicpa

  Tracy B. Stewart, CPA/PFS, CFF and Ted Sarenski... |   Free |   AICPA |   06 Mar 2017 |   AICPA Insights

CPAs play an important role in helping divorcing clients navigate pitfalls and maximize financial outcomes. While splitting family possessions and bank accounts can be overly complex, the impact of Social Security and Medicare is equally critical. This blog post shares tips to keep in mind when advising your clients.

Topics covered:
  • Personal financial planning: Technical: Retirement planning: Government programs, Foundational
  • Personal financial planning: Technical: Specialized planning issues: Marriage & divorce, Foundational