Making the Best of Bad Tax Situations: Part 4 (AMT, Adoption, College) (Currently Unavailable)

Author: Arthur Joseph Werner

This is the fourth of the four part series. Covers: Alternative Minimum Tax, Kiddie Tax, Adoption Credit, College Planning, Estate Planning and much more.

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.

Publication Date: January 2014

Designed For
CPAs, EAs, attorneys, and financial planners

Topics Covered

• Alternative Minimum Tax
• Kiddie Tax
• Adoption Credit
• College Planning
• Estate Planning issues

Learning Objectives

• Recognize the tax and non-tax issues of various circumstances that a client classifies as bad situations.
• Recognize the possible solutions when running into bad tax situations.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None