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Medical, Charitable and Casualty

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-227 3 Danny Santucci Medical, Charitable and Casualty Cou ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes
Experience Level Course ID CPE Credits Author
Basic to Intermediate DS-227 3 Danny Santucci

Medical, Charitable and Casualty

Course Description: 
We may all confront issues that directly impact how much we can deduct. This course is designed for participants who want to explore and examine the tax consequences of medical costs, charitable contributions, and casualty and theft losses, especially in relation to their deductibility. The emphasis is examining a wide variety of situations related to these items and the extent to which they may or may not result in a deduction and what limitations on deductibility may be imposed.

Who Should Attend: CPAs, Enrolled Agents, Registered Tax Preparer, and all other Tax Professionals

Topics Covered: 

    • Deductions for medical costs
    • Health Savings Accounts
    • Health insurance for the self-employed
    • Limitations on charitable contributions
    • Contributions of cash
    • Contributions of property
    • Contributions of services
    • Substantiation
    • Casualty and theft losses
    • Disaster area losses
    • Losses on Deposits

Learning Objectives:

1. Identify the various deductions related to medical costs by;

a. Recognizing the differences between deductible and nondeductible items including the types of deductions for dependents; and
b. Specifying the basic characteristics of Health Savings Accounts (HSAs) noting the tax consequences of withdrawals from HSAs and determining self-employed health insurance.

2. Recognize the charitable contribution provisions, identify how contributions of cash, property, and services affect deductibility of contributions of the different types of charitable contributions, and specify the requirements related to substantiation.

3. Determine what constitutes casualty losses, theft losses, and losses on deposits and recognize the issues related to the deductibility of these losses.


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