Webinar

Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment

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

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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.

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 objectives

• Understand the tax and non-tax issues of various circumstances that a client classifies as bad situations in this COVID-19 environment 

Who should take this program?

• CPAs, EAs, attorneys, and financial planners

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $225.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.