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21WA-3495: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Thursday, December 2, 2021
Time 9:30am - 5:20pm
Central Time
Location Online
CPE credits CPE 8.0
Field(s)
of study
Taxes - Technical (8.0)
Specialty
credits
8.0 IRS CE approved
Instructor Arthur Werner, JD, MS (Taxation)
Werner - Rocca Seminars, Ltd.
Fees
Standard Member Fee $225.00
Standard Nonmember Fee $225.00

Description

This course helps the practitioner understand planning considerations and potential problems when certain "bad situations" happen to his/her client. Updated for COVID-19 issues, this course will explore a variety of bad situations and provide the practitioner an understanding of the tax and non-tax circumstances to be considered when advising a client who is experiencing a bad situation in these trying times.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Who should take this program?

CPAs, EAs, attorneys, and financial planners

Major subjects

  • The effect COVID-19 on a client's total financial, estate, and asset protection plan
  • Understanding the issues revolving around the death of a client
  • Understanding medical issues
  • Understanding the tax and non-tax issues in divorce
  • Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts
  • Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents
  • Understanding the support issues for spouses and former spouses
  • Understanding support issues for children of divorced or separated parents and the tax treatment of back child support
  • Understanding the business issues involved when the parties to a business breaks apart
  • Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies

Learning objective(s)

  • To provide the practitioner an understanding of the tax and non-tax issues of various circumstances that a client classifies as bad situations in this COVID-19 environment 

Notes:

Course code Code 21WA-3495
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Level Basic
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.