*Recognize the tax and non-tax issues of various circumstances that a client classifies as bad situations pertaining to Death of a Taxpayer *Recognize the 10% AGI threshold for medical expenses on a tax return mean for the taxpayer *Identify planning for the reduction of death taxes and making sure
This course helps the practitioner understand planning considerations and potential problems when certain "bad situations" happen to his/her client. The focus of this course is on tax and non-tax issues involving the death of a client, terminal illness, foreclosure, debt relief, damages and medical expenses.
**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 [email protected].
Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Update