Making the Best of Bad Tax Situations: Part 1 (Divorce, Death of Taxpayer) (Currently Unavailable)

Author: Arthur Joseph Werner

This is the first of the four part series. Covers: Integration of Planning, Custodial Parent, Divorce, Separation, Alimony, Death of a Taxpayer, Terminal illness, and 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: August 2013

Designed For
CPAs, EAs, attorneys, and financial planners

Topics Covered

• The tax and non-tax issues in divorce and separation
• Terminal illness
• Death of a taxpayer

Learning Objectives

• To recognize the tax and non-tax issues of various circumstances that a client classifies as bad situations.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None