Family Tax Planning - Mini CourseCode: 25-FAMILY2

Price: $19.95
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Course Details

69 pages

Course description and objectives:

While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover "hot" topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.

Course Objectives:

After reading the materials, participants will be able to:

1. Describe the effect of marital status on filing status, determined the advisability of filing a joint return enlight of the innocent spouse rules, list available exemptions, and differentiate between deductible and nondeductible divorce costs

2. Clarify the costs and fees that qualify for the tax credit for adoption expenses and for education credits, such as the HOPE credit, identify the requirements for dependent care assistance, and explain to clients the contribution limits for Coverdell ESAs

3. Point out the medical cost deductions available to clients and discuss with them home mortgage interest and moving expense deductions, and explain the taxation of interspousal transfers, including §1041 transfers and property settlements.

  

Presentation Method:   Self-Study

 

Category:  Taxes

CPE credit:  2 Hours

Program Level:  Update

Prerequisites:  None

Advance Preparation:  None

Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase

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Family Tax Planning - Mini Course-15
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C.G. OH
07/27/2015
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Family Tax Planning - Mini Course-15
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K.M. JAPAN
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Family Tax Planning - Mini Course (2 CPE Hours) 2012-13
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J.G. MI
01/07/2015
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Family Tax Planning - Mini Course-15
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B.C. MD
07/19/2014
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Family Tax Planning - Mini Course-15
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L.M. SC
07/16/2014
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For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.

American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

NASBA QAS Sponsor number 108096