NYACP Reoccuring "ZOOM" Meetings
Hosted by the NYC Pod

Tax Traps for the Marital Separation Agreement

Tuesday, May 14, 2024
8:30am - 9:30am

Presented by

Sallie Mullins Thompson, CPA, CFP, CDFA

This presentation will discuss various tax glitches that can occur in drafting the marital separation agreement 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.

Sallie Mullins Thompson is a CPA, CFP, Certified Divorce Financial Analyst (CDFA), and tax strategist, with over two decades of experience in the financial services profession. She assists families, business owners, and individuals, in the NYC and Washington, DC metropolitan areas, with all elements of their financial lives – from tax to investments to savings to planning to life transitions and has a special interest in women who are navigating the divorce process.

A major focus for Sallie is to educate and support people with their money concerns so they can live life the way they want. Since taxes are the biggest drag on everyone having the money they need, she quantifies all tax ramifications for financial decision-making.

As a CPA financial planner, CFP, and Certified Divorce Financial Analyst (CDFA), Sallie Mullins Thompson handles the money end of divorce – before, during, and after. She assists families in navigating divorce by drawing a road map for them; evaluates budgets, income, what’s owned, and what’s owed; prepares long-term financial projections; and focuses on both parties ending up with enough money to live.  Due to her background as a CPA, Sallie understands the tax threats that can derail marital separation agreements. She has had her financial services practice for 28 years and is  trained in the Collaborative Divorce process as well as in mediation.

On a personal level, Sallie is the doting grandmother of her two beautiful grandchildren and lives near them in DC with her adorable cat, Snuggles.NYACP Reoccuring "ZOOM" Meetings

Hosted by the NYC Pod

What:       NYACP Pod Zoom Meetings
When:      The second Tuesday of every month at 8:30am - 9:30am each month September through June

Please join the conversation! 

The NYACP began presenting webinars in March of 2020 and will continue to meet virtually hosted by our local Pods.  The NYC Pod is now hosting a meeting the second Tuesday of every month, from 8:30-9:30am, to provide a gathering place to share information, ask questions, and offer support for our community of friends and colleagues.  

Once you complete your registration, you will recieve the log-in information, link and phone numbers in your confirmation email. Just click on the link or dial in at the time of the meetings.  There's no password.  This is a recurring meeting, so the same link should work for subsequent webinars. 

For problems during the webinar, please text Judie at (917) 691-9947.

These meetings are for NYACP Members Only.  

RSVP HERE