Event Details

Making the Best of Bad Situations: Part 1 (Integration of Planning, Children, Alimony and Property Settlements) (ACMBOB04)

Date:	Monday, December 11, 2017
Time:	9:00 AM - 10:40AM (Registration at 8:30 AM)
Facility:	Webcast or Webinar, Online
CPE Credit:	2.0 Technical Business
Instructors:	Anthony Rocca ; Arthur J. Werner
Vendor:	ACPEN
Course Level:	Update
Early Bird Price:	$79.00 FICPA Members, $109.00 Non-Members

Description:

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 the "integration" of planning - how solving a problem in one area impacts another area, and on the tax and non-tax issues of personal relationship matters such as children, divorce and marital property rights.

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 leighanne.conroy@acpen.com.

Objectives:

Differentiate examples of how to create a solution when developing planning techniques

Identify tax advantages to claiming a qualifying child

Differentiate between a custodial parent and a non-custodial parent

Identify tax return issues with divorces couples

Describe the planning triangle and integration of planning

Identify a qualifying child

Describe a full-time student as defined by the IRS

Recognize alimony

Major Topics:

Integration Planning

Tax and non-tax issues in divorce

Support issues for spouses and former spouses

Uniform Definition of a Child

Custodial Parent

Alimony

Who Should Attend:

*CPAs * EAs *attorneys *financial planners

Prerequisite:

None

Advanced Preparation:

None

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

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