John Faggio is a frequent speaker at professional associations, law firms, CPA firms, and religious groups. Past presentations include:
- Creative Financial Divorce Settlements
- Collaborative Divorce – How to Help and Retain Your Clients
- Financial Divorce Strategies for Mediators
- Financial Neutral Reports, When to Hold Them, When to Fold Them.
(Int'l Academy of Collaborative Professionals, Annual National Conference, Oct. 2008 )
- John brought "Second Saturday" to Maryland and has been presenting the class, "What Women Need to Know About Divorce," since January 2005
Tax and Financial Considerations of Maintaining or Disposing of the Marital Home
Thursday, September 17, 2015
4:00 - 6:30 pm
Marriott SpringHill Suites, Columbia
This seminar, designed for attorneys who practice Family Law, will focus on all of the Marital Home financial and tax issues including the alimony/mortgage interest deductions, capital gain exclusions, Use & Possession, and rental v. new home purchase for individuals in the divorce process.
The presentation will also include the latest mortgage requirements to refinance the marital home mortgage on a timely basis.
The class will give you the facts on:
- Who is entitled to the mortgage interest & taxe deduction
- How the payment of the mortgage can affect filing status and actually increase taxes
- Why the out-spouse may not be able to deduct mortgage interest paid on the marital home
- Why purchasing a new house v. renting may not be a good idea for a divorcing individual
Seating is limited and we have provided an attractive discount for early bird registration.
Grab the "Click and Register" button below for detailed information and to secure your seat, today.
Cancellations prior to and including 9/15/2015 will be refunded at 100% less a $20 processing fee. No refunds will be given for cancellations after that date.
Reading Tax Returns - What's Taxable, What's "Available," What's Bogus?
Tuesday, June 2, 20154:00 - 6:00 pm
Marriott SpringHill Suites, Columbia
This seminar for attorneys who practice Family Law, will focus on individuals or shareholders who show the financial results of their business on Schedule C of their personal tax returns or on a Subchapter S (S-Corp) tax return.
The presentation will include top level analysis that CPAs use to determine if business owners have hidden or deferred income in business operations.
Attendees will learn how to:
¨ Quickly review a tax return to determine “if there’s smoke”
¨ Determine what tax return schedules are necessary to calculate “income available for support”
¨ Understand the differences between cash flow and taxable income
¨ Decipher fact from fiction in reviewing a business owner’s Long-form Financial Statement
¨ Know when a forensic CPA is neededDivorce Tax Traps - What they are and how to avoid them
Tuesday, March 31, 2015The negotiations are finished. Each spouse is satisfied with the amount of property that they will receive. Alimony has been determined. You’re done, right?
No! I’ve reviewed a considable number of agreements that have not considered or have mishandled one or more of these issues that can lead to substantial, future tax liabilities:
¨ Alimony that ends at a child’s life event
¨ Filing Status during the divorce process and subsequent
¨ Mortgage interest and tax deductions
¨ Converting the rental into a residence
¨ Tax Credits for the custodial and non-custodial parent
¨ Improper transfers of retirement plans
¨ Tax losses that incorrectly benefit one spouse
This seminar will benefit anyone going through the divorce process, including those waiting for a draft or final copy of their agreement. Family Law attorneys and their Associates will also benefit as we will be covering tax law nuances that affect virtually all divorce cases.
Debunking the Myth of the “Innocent Spouse”
Included in the cost of the seminar, Glen Frost*, Attorney and CPA, will give a special presentation on the sometimes misconstrued notion that Innocent Spouse protection is easily attained.
*Mr. Frost focuses his national and international practices on representing clients in collection, examination, and appeals matters pending before the (IRS).(Past Seminar-Closed)
How to Financially Survive Your Divorce
Tuesday, February 3,2015
Hampton Inn, Columbia South
For individuals who are "stuck in the process" or those just starting out, this seminar will address the financial pitfalls that most people face in the divorce process and how to avoid them.
Designed to save you time, energy, and money during this most difficult time in your life, topics will include process selection, alimony determination, minimizing or eliminating income taxes, how to determine what a "fair settlement should be, business ownership issues, and more.