Name: Making the Best of Bad Situations- Part 2 (17W908-13)
Start: 2013-12-10T09:00:00-05:00
End: 2013-12-10T11:00:00-05:00
Location: Online

Making the Best of Bad Situations- Part 2 (17W908-13)

Description

This course helps the practitioner understand planning considerations
and potential problems when certain “bad situations” happen to his/her
client. This course will explore a variety of bad situations and provide
the practitioner an understanding of the tax and non-tax circumstances
to be considered when advising a client who is experiencing a bad
situation. .

Learning Objectives

To provide the practitioner an understanding of the tax and non-tax issues of various circumstances that a client classifies as bad situations.

Major Topics

Understanding the tax and non-tax issues in Retirement Planing
Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents