How to Assign Non-qualified Plans Incident to Divorce, and When a Valuation May be Appropriate

Non-qualified plans, RSU’s, stock options, also 401K’s and other types of retirement accounts

Originally presented as part of Business Valuation, Financial & Tax Issues in Divorce 2025: How to… for Your Divorce Case

Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9000-25R-03

$50.00 or 0.75 credits

Qty: decrease increase

Expiration Date: 1/1/2027

Non-qualified plans, RSU’s, stock options, also 401K’s and other types of retirement accounts

Anne Prenner Schmidt, Law Offices of Anne Schmidt, LLC, Highland Park

Patrick T. Ryan, Jackson Buckley & Pfanenstiel, LLP, Chicago

Bruce S. Bezner, MBA, CPA/ABV/CEIV, CVA, CBA, Corporate Valuation Advisors, Inc.

Overview
Specifications

Expiration Date: 1/1/2027

Non-qualified plans, RSU’s, stock options, also 401K’s and other types of retirement accounts

Anne Prenner Schmidt, Law Offices of Anne Schmidt, LLC, Highland Park

Patrick T. Ryan, Jackson Buckley & Pfanenstiel, LLP, Chicago

Bruce S. Bezner, MBA, CPA/ABV/CEIV, CVA, CBA, Corporate Valuation Advisors, Inc.

Products specifications

Category	Family
Program Date	1/20/2025

Products specifications

Category	Family
Program Date	1/20/2025

Customers who bought this item also bought

How to Utilize Current Technology in the Development of Marital Balance Sheets & Lifestyle Analysis

P9000-25R-02

A demonstration and discussion of how to use technology to go beyond the financial affidavit for purposes of settlement structures and mediation.

Originally presented as part of Business Valuation, Financial & Tax Issues in Divorce 2025: How to… for Your Divorce Case.

$50.00

How to Calculate Personal Goodwill

P9000-25R-08

An overview of the various methodologies and analyses to not just calculate but support your opinion

Originally presented as part of Business Valuation, Financial & Tax Issues in Divorce 2025: How to… for Your Divorce Case

$35.00

How to… A View from the Bench - Business Valuation 2025

P9000-25R-09

Originally presented as part of Business Valuation, Financial & Tax Issues in Divorce 2025: How to… for Your Divorce Case

$65.00