2026 Nuclear Family Tax Planning

While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover “hot” topics that have 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.

Chapter 1 – Basic Marital Tax Matters
Chapter 2 – Children
Chapter 3 – Education
Chapter 4 – Medical, Charitable & Casualty
Chapter 5 – Home Sales & Moving Expenses
Chapter 6 – Home Mortgage Interest
Chapter 7 – Transfers Incident to Divorce
Chapter 8 – Alimony & Child Support
Chapter 9 – Financial Tax Planning
Chapter 10 – Building an Estate
Chapter 11 – Income Splitting
Chapter 12 – Retirement Plans
Chapter 13 – Distributions from Retirement Plans & IRAs
Chapter 14 – Elderly & Disabled Planning
Chapter 15 – Wills & Probate
Chapter 16 – Estate Planning

To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete the qualified assessment with a minimum of 70% accuracy to receive your certificate. 

A course evaluation form is provided for your feedback and participants have 1 year from the date of purchase/enrollment to complete this course . 

Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/