Investment Scam Losses: How to Get Deductions
Friday, Sept. 4, 2026
11 a.m.-noon Central
1 CPE (1 technical) | 1 IRS CE
Course code: 26WA-4996
View pricing
This program addresses the many issues impacting investment scams. The unique challenges facing practitioners in finding deductions for the horrendous losses many clients experience due to these scams are related to actual practice situations -- and then analyzed for their deduction implications. The situations are based on real life experiences of practitioner clients.
Major subjects
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Categorization of various scams.
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The keys to deductibility.
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Review of the client's required actions to allow deductibility.
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Disclosures and forms reporting required for deductibility.
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"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary situations.
Learning objectives
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Identify key components of the deductibility of investment scams perpetrated on vulnerable clients.
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Apply action steps for deductibility allowance.
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Identify planning strategies and potential pitfalls.
Who should take this program?
- CPAs in public practices and members in industry.
Pricing
|
Standard Member Fee |
$39.00
|
 Standard Nonmember Fee |
$39.00
|
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Instructor
Steven Dilley, PhD, CPA, JD
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (1.0)
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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