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DTSTART:20210929T003000Z
DTEND:20210929T030000Z
LOCATION:Pacific Club | 4110 MacArthur Boulevard | Newport Beach 92660
UID:2035720210929T003000ZTop Tax Tips for Making Divorce Less Taxing
DTSTAMP:20260427T131824Z
DESCRIPTION:\n \n \nRecent 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.\n ------\n\n \nJustin 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.\n \nPrior 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.\n \nJustin 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.\n \nJustin 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.\n \nNotes:  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.\n ------\n\n \n
SUMMARY:Top Tax Tips for Making Divorce Less Taxing - Orange County Estate Planning Council 
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