Marriage Tax Shield: The Tax & Financial Risks Couples Need to Know

Marriage changes more than your relationship. It can change your taxes, IRS exposure, business income, retirement accounts, home sale strategy, estate planning, and financial liability. In this training, Busayo Ogunsanya, CPA, MST explains the financial and tax issues couples should understand before problems surface during an audit, refinance, major life event, or divorce. This webinar is especially relevant for: • High income couples • Physicians and executives • Business owners and founders • Couples getting married • Second marriages • Couples with children from prior relationships • Couples with significant assets, real estate, equity compensation, or business interests You will learn how to identify potential risks involving: • Married filing jointly versus separately • Joint IRS liability • Innocent spouse considerations • Business ownership and K 1 income • Estimated taxes and withholding • Retirement accounts • Home ownership and the Section 121 exclusion • Prenuptial and postnuptial financial considerations • Divorce related tax consequences • Estate and beneficiary planning • Financial transparency between spouses The goal is simple: identify the financial risk before it becomes an expensive problem. Watch the Marriage Tax Shield training: https://marriagetaxshield.com/webinar Busayo Ogunsanya, CPA, MST Former EY, J.P. Morgan and KKR 20+ years of tax and financial experience Educational content only. This video is not individualized tax, legal, investment, or financial advice.