Making the Best of Bad Tax Situations: Part 3 (Medical Expenses, Casualty Losses) (Currently Unavailable)

Author: Arthur Joseph Werner

This course is the third of the four part series. Covers: Reduction in Value of Retirement Plan, Medical Expenses, Schedule A, Casualty Losses, Gambling Losses and much more.

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.

Publication Date: January 2014

Designed For
CPAs, EAs, attorneys, and financial planners

Topics Covered

• Reduction in Value of Retirement Plan
• Medical Expenses
• Avoiding Schedule A
• Casualty Losses
• Gambling Losses

Learning Objectives

• Recognize the tax and non-tax issues of various circumstances that a client classifies as bad situations.
• Identify planning considerations and potential problems in bad situations.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None