February 15, 2027


Webinar


1 CPE Credit

ACPEN: Investment Scam Losses: How to Get Deductions

February 15, 2027
Webinar
1 CPE Credit

ACPEN: Investment Scam Losses: How to Get Deductions

  • View Bio

    Instructor

    Steve
    Dilley

    View Bio

Learning Objectives

Identify key components of the deductibility of investment scams perpetrated on vulnerable clients Apply action steps for deductibility allowance Identify planning strategies and potential pitfalls 

Major Topics

Categorization of various scams The keys to deductibility Review of the client's required actions to allow deductibility Disclosures and forms reporting required for deductibility “Tales from the Front” – practice issues CPAs are dealing with in these extraordinary situations 

CPE Credits Available

1 CPE Credit
1
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxes

Advanced Preparation

None

Intended Audience

CPAs in public practices and members in industry

Provider

ACPEN

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