Military Taxpayer Issues: Divorce, Retirement, Disability, and Death

Study Level: Basic
Delivery Method: Online self-study
Provider of Record: WebCE
Field of Study: Taxes
Tax Year: 2018
Prerequisites: N/A

Course Description:
The purpose of this course is to introduce tax professionals to tax laws as they relate to military clients working through a marital separation and/or divorce or retirement, as well as the protections and benefits available to divorcees and survivors. The taxation issues associated with military divorce can be more complex than those associated with non-military.

We will cover these issues as well as the pensions are retirement vehicles which form an indispensable part of tax planning. We will cover additional retirement planning vehicles, going beyond military pensions to include such arrangements as individual retirement accounts, and we will conclude with survivors’ military benefits and their tax implications.

Learning Objectives:
After successfully completing this course, students will be able to apply tax and other legal rules as well as tax planning techniques related to:

  • identifying tax and related issues related to divorce and legal separation
  • identifying means of minimizing state and federal income taxation of military pensions
  • differentiating rules related to basic military retirement options
  • identifying different options for military retirement
  • selecting rules related to key military death benefits programs

Revised: June 2018

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