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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.