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

When awarding a taxable retirement plan in divorce, a tax discount is often also awarded to take into account future tax consequences, effectively awarding the party marital money to pay future taxes. In practice, this is often done by applying a tax rate to the division date plan value.

This webinar explores an alternative approach that addresses the mismatch between when the tax money is received by the party and when the tax liability is actually incurred. Learn how to use the Point in Time formula to estimate a tax discount, a practical and easy to use tool in your quest to provide equitable outcomes.

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). He has a passion for solving financial puzzles and combined with his knowledge, skill, and experience, is committed to helping family law attorneys, mediators, and their clients during the difficult divorce process. Steven strives to provide independent financial expertise with integrity, competence and follow-through.

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 and Advice

Professional and 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
You must register to access.
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.