Webinar

Making the Best of Bad Situations: Part 1 (Integration of Planning, Children, Alimony and Property Settlements)

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

Highlights

*Integration Planning

*Tax and non-tax issues in divorce

*Support issues for spouses and former spouses

*Uniform Definition of a Child

*Custodial Parent

*Alimony

Additional Information

Designed For

*CPAs * EAs *attorneys *financial planners

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

None

Field of Study

Taxes

Course Number

171457574

Level of Knowledge

Update

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