$0.00

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.

Objectives

Recognize tax and non-tax issues of various circumstances that a client classifies as bad situations.

Highlights

  • Understanding the tax and non-tax issues in divorce
  • Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts
  • Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents
  • Understanding the support issues for spouses and former spouses
  • Understanding support issues for children of divorced or separated parents and the tax treatment of back child support
  • Understanding the business issues involved when the parties to a business break apart
  • Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies.

Who Will Benefit

CPAs, EAs, attorneys, financial planners, insurance agents, and banker

Credits

Category Amount
Tax 8.00

Leaders

  • Anthony J. Rocca

    Anthony is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Anthony is also a lawyer admitted to practice in both the Commonwealth of Pennsylvania and the State of New Jersey. His offices are located in Philadelphia, Pennsylvania. His areas of practice include corporate business transactions, estate planning and administration and tax matters. Anthony received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law.

    Anthony lectures extensively in the areas of protection of assets, preservation of wealth, business transactions and other tax matters. He has presented more than 1000 eight-hour seminars to various state accounting societies and other organizations, including stock brokerage houses, financial planners, and insurance agents, in educating their clients in various planning techniques and tax issues. He has also presented numerous webinars and video presentations.

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