Strategies for Guiding Clients Through Challenging Situations: Tax Insights
Monday, March 3, 2025
8 a.m.-3:45 p.m. Central
8 CPE (8 technical) | 8 IRS CE
Course code: 24WA-927B
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In this comprehensive course, practitioners gain a deep understanding of strategic planning considerations and potential hurdles encountered when clients face difficult circumstances. Delving into an array of scenarios often classified as "challenging," the course offers tax insights. From divorce and personal bankruptcy to intricate personal relationship matters, participants will equip themselves to adeptly guide clients through these challenging scenarios by understanding the tax implications.
Major subjects
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Navigating the tax and non-tax dimensions of divorce.
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Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.
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Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.
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Grasping the intricacies of support considerations for spouses and former spouses.
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Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.
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Delving into the business implications in instances of business dissolution.
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Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Learning objectives
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Identify and address the diverse tax and non-tax intricacies associated with various scenarios that clients perceive as "challenging."
Who should take this program?
- CPAs, EAs, attorneys, and financial planners
Pricing
Standard Member Fee |
$225.00
|
Standard Nonmember Fee |
$225.00
|
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$225.00
(Standard Nonmember Fee).
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Instructor
Arthur Werner, JD, MS (Taxation)
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (8.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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