Love and Marriage (v22) – Video Self Study Course

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Course Description

This course will discuss steps to take to help each finance(e) learn about the other's finances - the good, the bad, and the ugly. How to find the information about each other - with their permission and cooperation. And how to face and fix the problems we discover.

NOTE - This is a Video Self-Study Course

Learning Objectives

Upon successful completion of this course participant should be able to be complete the following objectives:

  • Getting Engaged is Romantic
  • Some Things to Ask
  • Clarifying each party's attitude towards money
  • Pulling Reports
  • Getting answers about invisible obligations - like child support and alimony (in arrears?)
  • Making provisions to clean up problems before marriage
  • OR providing guidance on keeping income and assets separated
  • When to Advise Marriage - if they are NOT Engaged?
  • When to Not to Get Married at All
  • When to Schedule the Marriage
  • How to handle MFJ vs MFS taxes after marriage when someone discovers the new spouse's financial problems.

CPE Credits: 2 CPE for CPAs

Level: Basic

Instructional Method: Self-Study

NASBA Field of Study: Taxes

Program Prerequisites: None

Advanced Preparation: None

Revision Date: April 1, 2022