November 23, 2022


Webinar


4 Total CPE Credits

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Tax Planning Based On Form 1040 - Individual Issues

Learning Objectives

  • To teach the practitioner to chart alternatives and guide clients through complex tax issues based on Form 1040
  • To provide strategies for reviewing a prior year’s tax return and identifying tax planning opportunities

Major Topics

  • Integration of Planning
  • Child issues
  • Alimony issues
  • Other divorce issues
  • Death of a client
  • Terminally ill issues
  • Damages and attorney fees
  • Retirement issues
  • Medical expenses
  • Fringe benefit issues
  • Disaster losses
  • Kiddie tax issues

CPE Credits Available

4
Total CPE
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Provider

ACPEN

This event has ended.