2026 Strategies for Guiding Clients Through Challenging Situations: Tax Insights

$200.00

This course equips practitioners with the knowledge to help clients navigate complex tax and financial challenges. Covering a range of difficult situations, such as divorce, bankruptcy, and other personal and business matters. This course provides key tax insights and strategic planning considerations. Participants will gain practical strategies to support clients in making informed decisions while understanding the tax implications of these situations

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SKU: MJH-123.26 | Credit: 2 | Taxes | Group Internet Based | MaryJane Hourani Categories: , Tags: , , ,

Description

This course equips practitioners with the knowledge to help clients navigate complex tax and financial challenges. Covering a range of difficult situations, such as divorce, bankruptcy, and other personal and business matters. This course provides key tax insights and strategic planning considerations. Participants will gain practical strategies to support clients in making informed decisions while understanding the tax implications of these situations

Learning Objectives
Upon completion of this course, you will be able to:
 Assess tax and financial considerations in challenging situations.
 Identify tax implications of divorce, including final status property division and support obligations.
 Explain tax consequences related to bankruptcy, debt cancellation, and foreclosure.
 Evaluation tax treatment of cohabitation, premarital agreements, and dependency exemptions.
 Determine tax implications of child support, alimony, and back child support.
 Recognize tax effects of business dissolution and ownership changes.
 Compare tax rates and filing options for married and unmarried individuals.

Major Topics
 Tax considerations in divorce, including support obligations and property division
 Bankruptcy, debt cancellation and financial hardship tax implications
 Tax treatment of cohabitation, premarital agreements, and exemptions
 Child support, alimony, and dependency issues
 Business dissolution and tax consequences
 Filing status options and rate comparisons
 Head of Household qualifications and tax advantages

To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements for attendance verification.

A course evaluation form is provided for your feedback. 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/

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