November 18, 2022


Webinar


8 Total CPE Credits

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

Learning Objectives

  • 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 

Major Topics

  • 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

CPE Credits Available

8
Total CPE
8
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, and financial planners

Provider

ACPEN

This event has ended.