Northern Westchester Pod Monthly Meeting

Marital Home, Taxes, and Deductions in Today’s Divorce Environment

Presented by
Sallie Mullins Thompson, CPA, CFP, CDFA
Stephen Linker, CPA

Wednesday, February 21, 2024
9:00am-10:00am

Please note: THERE IS A NEW ZOOM LOG IN FOR THE 2023-24 SESSION.
PLEASE RSVP BELOW TO RECEIVE THE LINK.

 RSVP HERE

Given today’s high mortgage interest rates, more divorcing couples are choosing to co-own their marital home for several years after separation and divorce.
This presentation will cover topics related to minimizing tax impacts and preventing your divorcing clients from experiencing negative tax consequences in the areas of:
• Capital gains and other taxes
• Available deductions for filing annual tax returns
• Maximizing the home sale exclusion
• Language components to include in the separation agreement

Join us!

Sallie Mullins Thompson is a CPA financial planner, CFP, Certified Divorce Financial Analyst (CDFA), and tax strategist, with over 2 decades of experience in the financial services profession.  Sallie assists families, business owners, and individuals, in the NYC and Washington, DC metropolitan areas, with all elements of their financial lives – from tax to investments to savings to planning to life transitions She has a special interest in women who are navigating the divorce process.  A major focus for Sallie is to educate and support people with their money concerns so they can live life the way they want. Since taxes are the biggest drag on everyone having the money they need, she quantifies all tax ramifications for financial decision-making.  Thus, working with Sallie can result in ending up with more cash, less taxes to pay, and additional disposable income for major purchases, retirement, and legacies.  On a personal level, Sallie is the doting grandmother of her two beautiful grandchildren and lives near them in DC with her adorable cat, Snuggles.

Stephen Linker is a forensic CPA and business valuation expert. Steve has appraised more than 1,100 businesses pursuant to divorce, estate planning, and a myriad of other matters.  In divorce matters, Steve finds hidden assets and unreported income and assists collaborative divorce attorneys, mediators, litigation attorneys, and their clients in settling all the financial challenges in their marital dispute.  Every business is vulnerable to fraud.  Steve can be consulted to either prevent embezzlement or uncover embezzlement. 

NYACP's Northern Westchester Pod will present a Member Zoom Meeting every third Wednesday at 9:00am of each month with a hiatus during the summer. 

These meetings are for NYACP Members Only. Log in information will be sent to you in a confirmation email.  For questions, if you have a topic of interest, or would like to facilitate a meeting, please contact Melissa Goodstein, [email protected].