Recently Divorced
Tax planning through and after divorce
Divorce Tax Action Plan: Protecting Your Finances Through the Split
A step-by-step tax action plan for anyone going through a divorce. Covers filing status, alimony rules, property division basis, QDROs, child tax benefits, and key deadlines to avoid costly mistakes.
In-Depth Guides (12)
Guides (7)
Guide
Building Your Financial Team: Which Professionals You Need at Each Stage
Learn which financial professionals -- CPA, financial advisor, estate attorney, insurance agent -- you need at each life stage, how to get them working together, and what happens when advice is uncoordinated.
Guide
Estimated Tax Payments: Who Owes Them, When They're Due, and How to Calculate
Who must pay estimated taxes, the four quarterly deadlines, safe harbor rules, calculation methods, and how to avoid the underpayment penalty under IRC Section 6654.
Guide
Filing Taxes After Divorce: Which Year's Rules Apply to You
Your divorce date determines your filing status, who claims the kids, and how alimony is taxed. Here's what changes and when.
Guide
Moving to a New State? The Tax Implications Nobody Mentions
Changing states changes your taxes in at least six ways: income tax, retirement income treatment, estate tax, property tax, filing obligations, and audit risk. A guide to what actually matters.
Guide
Multi-State Tax Nightmares: When You Live in One State and Work (or Invest) in Another
What triggers filing requirements in another state, how reciprocity agreements and credits prevent (most) double taxation, and why remote work, rental property, and K-1 income make multi-state returns unavoidable for many taxpayers.
Guide
What Type of Tax Professional Do I Actually Need?
Not sure if you need a CPA, EA, or tax preparer? This guide matches your tax situation to the right credential based on complexity, representation needs, and budget.
Guide
Your Divorce Financial Team: CPA, CDFA, and Forensic Accountant
Learn which financial professionals you need during divorce: CPA for tax compliance, CDFA for financial analysis, and forensic accountant for asset discovery. How they coordinate and when each is essential.
Comparisons (2)
Comparison
CPA vs. Financial Advisor: When You Need One, the Other, or Both
Understand the key differences between CPAs and financial advisors (CFPs, RIAs), when each is essential, when you need both, and how to avoid costly gaps in professional advice.
Comparison
CPA vs. Tax Attorney: Understanding the Critical Difference
When do you need a CPA, when do you need a tax attorney, and when do you need both? Compare roles, privilege protections, costs, and the situations that demand each professional.
Explainers (2)
Explainer
Alimony and Taxes: How the 2019 Rule Change Still Affects Your Return
The TCJA eliminated the alimony deduction for agreements executed after 2018. Learn how the old and new rules work, with dollar examples and state-level exceptions.
Explainer
QDRO Explained: How Retirement Accounts Get Split in Divorce
A QDRO lets you split a 401(k) or pension in divorce without taxes or penalties. Learn the process, costs, and mistakes that derail retirement account division.
Quick Guides (25)
Alimony Still Being Determined
Choose this if your divorce is in progress and alimony terms haven't been finalized yet. This is actually the most valuable time to involve a CPA, because...
Alimony Tax Treatment
Choose this if you pay or receive alimony and want to understand the tax rules.
Child-Related Tax Credits
Choose this if you want to understand which parent gets which child-related credits after divorce.
Divorced 2-5 Years Ago
Choose this if your divorce was finalized roughly 2 to 5 years ago. The immediate transition is behind you, but several tax consequences are still active.
Divorced More Than 5 Years Ago
Choose this if your divorce has been final for more than five years. Most of the transition complexity is behind you, but a few issues have long tails.
Ex-Spouse Kept the Home
Choose this if your ex-spouse received the marital home and you received other assets (cash, investments, retirement accounts, or a note) to offset the value.
Filing Status After Divorce
Choose this if you are unsure how divorce changes your filing status.
Finalized Last Year (2025)
Choose this if your divorce was finalized in 2025. You've already filed (or are about to file) your first post-divorce tax return, which means there are...
Finalized This Year (2026)
Choose this if your divorce was or will be finalized in 2026. The timing within the year matters less than you'd think -- what matters is whether the decree...
Home Was Sold as Part of Settlement
Choose this if the marital home was sold during or shortly after the divorce, with proceeds divided between you and your ex-spouse.
I Just Want to Understand My Situation
Choose this if you are newly divorced or mid-divorce and want a clear overview of the tax landscape.
I Kept the Home
Choose this if you received the marital home as part of the divorce settlement and still own it.
Your Professional Team
CPA
Always
Filing status changes, property transfer reporting, QDRO tax treatment, and alimony tax rules
Divorce Attorney
Always
Legal representation, settlement negotiation, and custody agreements
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CDFA
Often
Financial analysis of settlement options, long-term projections, and asset division modeling
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Forensic CPA
Sometimes
Asset discovery, hidden income investigation, and business valuation in contested divorces
Learn more →