Top Tax Tips for Making Divorce Less Taxing

Date: Tuesday, September 28, 2021
Time: 5:30pm - 8:00pm
Location: Pacific Club | 4110 MacArthur Boulevard | Newport Beach 92660
Speaker: Justin T. Miller, JD, LL.M, TEP, AEP, CFP, Evercore Wealth Management, LLC

 

Recent tax legislation makes divorce a more expensive proposition. Whether it is child tax credits, determining spousal support, dividing retirement accounts, transferring property or the elimination of the alimony deduction, understanding the tax implications of divorce can be extremely helpful to estate planning, tax and financial advisors—not just family law attorneys. This fast-paced program will provide advisors with essential tax tips that can be utilized in simple to complex divorce cases in order to benefit clients now and in future years.


Justin Miller is a Partner and the National Director of Wealth Planning at Evercore Wealth Management, counseling advisors and clients on complex taxation, trusts and estates, charitable planning, and family governance issues.  He additionally serves as Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company.

Prior to joining Evercore in 2021, Justin was a national wealth strategist for 10 years at BNY Mellon. He previously was a managing director at Wells Fargo and began his career as a tax attorney at Sidley Austin.

Justin is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council, and State Bar of California, and is a former editor-in-chief of the California Tax Lawyer. Additionally, he is a past recipient of the Outstanding Conference Speaker Award from the California Society of CPAs and the V. Judson Klein Award from the California Tax Bar.

Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law. He also holds the Accredited Estate Planner® and CERTIFIED FINANCIAL PLANNER™ designations and is a member of the State Bar of California.

Notes:  This program qualifies for 1-hour of continuing education credit for Attorneys, CPA's, Professional Fiduciaries, and Trust Officers.  This program is pending approval for 1-hour continuing education credit with the California Department of Insurance and the CFP Board of Standards.


 

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