Making the Best of Bad Situations

Description

This course helps the practitioner understand planning considerations and potential problems when certain “bad situations” happen to his/her client. This course will explore a variety of bad situations and provide the practitioner an understanding of the tax and non-tax circumstances to be considered when advising a client who is experiencing a bad situation.

Learning Objectives
  • Recognize tax and non-tax issues of various circumstances that a client classifies as bad situations.
Major Topics
  • 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 break apart
  • Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies.
Provider
Werner-Rocca
Course Level
Basic
Professional Area of Focus
Tax
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and banker
Prerequisites

None

Advanced Preparation

None

Location
 
Loyola University Maryland Graduate Center Columbia Campus
8890 McGaw Rd
Columbia, MD 21045 US
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When
Nov 21, 2019
8:00 am - 3:30 pm EDT
Location
Loyola University Maryland Graduate Center Columbia Campus
8890 McGaw Rd
Columbia, MD 21045 US
Total CPE Credits
8
Format
In-Person

MEMBER


$ (% off)
$280.00
Price includes $40 early registration discount(s) - expires 10/22/2019
Price increases to $320.00 on 10/23/2019

NON-MEMBER


$ (% off)
$380.00
Price includes $40 early registration discount(s) - expires 10/22/2019
Price increases to $420.00 on 10/23/2019
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Making the Best of Bad Situations


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