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Tax, Bankruptcy and Financial Problems (Mini)

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-238 3 Danny Santucci Tax, Bankruptcy and Financial Problem ...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-238 3 Danny Santucci

Tax, Bankruptcy and Financial Problems (Mini)

Course Description: 
This course explores many tax issues that arise from filing for bankruptcy. Also addressed are asset protection for the tax practitioner and medical costs covered under §213. There is an examination of property settlements and other transfers incident to divorce. A tax surprise for many taxpayers is the taxability of debt cancellation and repossessing property sold on the installment method can also be taxable. Finally, practitioners are brought up-to-date information on tax issues affecting estate planning and business issues.

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

Topics Covered:

  • Federal bankruptcy
  • Marital property settlements - §1041
  • Asset protection
  • Medical costs -§213
  • Casualty & theft losses - §165
  • Debt cancellation & foreclosure, repossession & bad debts
  • Elderly & disabled planning
  • Catastrophic illness & health care decisions
  • Supplemental security income & disability benefits
  • Estate planning & primary dispositive plans

Learning Objectives:

1. Identify common types of bankruptcy filings and related provisions that impact individual or business filings.
2. Specify marital property transfers and asset protection strategies including insurance and organization structures to achieve protection and access objectives while avoiding fraudulent transfers.
3. Recognize medical costs and casualty and theft losses that may be deductible.
4. Identify debt cancellation, foreclosure and the deductibility and reporting of bad debts.
5. Recognize elderly, disability and estate planning programs and provisions to be considered for catastrophic and death planning purposes.


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