EBP2214. 3D Matters: The Intersection of Divorce, Death, and (Plan) Distributions
This session will explore advanced plan distribution issues involving QDROs and odd beneficiary matters. The panel will share real-life examples and practical approaches for dealing with knotty situations.
Learning Objectives:
- Assess challenging distribution issues
- Formulate how to resolve distribution problems
- Predict future difficulties with distributions
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Auditing
Taxes
Level
Advanced
Prerequisites
6-10+ Years in the Profession
Advanced Preparation
None
