Making the Best of Bad Situations: Part 1 (Integration of Planning, Children, Alimony and Property Settlements)
Monday, December 11, 2017
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 firstname.lastname@example.org.
*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
*Tax and non-tax issues in divorce
*Support issues for spouses and former spouses
*Uniform Definition of a Child