September Continuing Education: In Search of Equitable Outcomes - An Alternative Method of Calculating Retirement Plan Tax Discounts

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Includes a Live Web Event on 09/16/2025 at 1:00 PM (EDT)

September 16, 2025 1PM

The traditional approach of discounting a taxable retirement plan by applying a tax rate to the division date value (as if the plan is liquidated) may lead to an excessive tax discount. Come and learn about an easy to apply "alternative" approach to calculating a tax discount that may lead to a more equitable division of assets and liabilities.

Steven E. Sutherland

CPA, CFP®, CFE, CDFA®

Founder, Financial Insights LLC

Steve has 30+ years of financial industry experience, including as a CPA & auditor (KPMG Peat Marwick), financial advisor (Ameriprise Financial) and forensic accountant (Morones Analytics).

Credentials & Education

  • CPA (certified public accountant)
  • CFP® (certified financial planner)
  • CFE (certified fraud examiner)
  • CDFA® (certified divorce financial analyst)
  • Master of Science (M.S.), Industrial Engineering, Stanford University
  • Bachelor of Science (B.S.), Industrial Engineering, Stanford University

Services Provided:  Financial Neutral, Financial Consultant, Financial Expert, Financial Education & Advice

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Association of Certified Fraud Examiners (ACFE)
  • Portland Collaborative Divorce (PCD)
  • Institute for Divorce Financial Analysts (IDFA)
  • International Academy of Collaborative Professionals (IACP)
  • Oregon Association of Collaborative Professionals (OACP)
  • West Linn Rotary Club, Treasurer

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Live Session: In Search of Equitable Outcomes - An Alternative Method of Calculating Retirement Plan Tax Discounts
09/16/2025 at 1:00 PM (EDT)  |  60 minutes
09/16/2025 at 1:00 PM (EDT)  |  60 minutes
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CFP CE Credit
1 Question
1 Question If you would like to receive CE credit for CFP Board, please provide your CFP number. Please note IDFA only reports CFP Continuing Education Credits to CFP Board of Standards for US CFP Professionals.
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CE Credits Offered
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available
You must register to access.