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Clubhouse – July 14, 2025 5 PM – virtual
July 14 @ 05:00 pm - 06:00 pm
Join us for the Collaborative Clubhouse Chat at 5:00 PM on Monday, July 14, 2025.
10 Tax Traps for the Marital Settlement Agreement (MSA)
Presented by: Sallie Mullins Thompson
This presentation will discuss various tax glitches that can occur in drafting the MSA and ways to avoid them so that your clients don’t experience unexpected future tax surprises.
Topics ranging from real estate factors, retirement plans, investments accounts, property transfers, spousal support, and income tax return related issues will be covered.
A link will be provided prior to each program.