Strategies for Guiding Clients Through Challenging Situations: Tax Insights
Wednesday, Dec. 17, 2025
8:30 a.m.-4:30 p.m. Central
8 CPE (8 technical) | 8 IRS CE
Course code: 25WA-801A
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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.
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 kori.herrera@acpen.com.
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 ma
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
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$225.00
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$225.00
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