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Making the Best of Bad Situations: Part 3 (Gambling, AMT, Financial and Estate Planning, College) (ACMBOB06)

 
Date:Monday, December 11, 2017
Time:1:00 PM - 2:40 PM
(Registration at 12:30PM)
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 tax and non-tax issues of various circumstances that a client classifies as bad situations including gambling, AMT, kiddie tax, college, financial and estate planning and losing a job.
  • 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:

  • Identify examples of how a tax professional can integrate income tax planning with one or more of the three general planning areas

  • Recognize strategies that can be used to mitigate the AMT

  • Describe a strategy for parents to reduce the tax impact of the Kiddie Tax

  • Recognize strategies that do not have the risk of disturbing the taxpayer's other financial planning goals

  • Differentiate between a springing power of attorney and a general power of attorney

  • Differentiate problems with not saving for college

  • Recognize positive outcomes that occur when a client loses their job

  • Recognize Schedule A gambling loss deductions allowed by clients

  • Identify proper gambling losses and definition of professional gamblers



    Major Topics:

  • Gambling Losses

  • AMT Strategies

  • Kiddie Tax

  • Financial Planning Issues for College 

  • Estate Planning Issues

  • Losing Your Job



    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.