Course: Family Tax Planning
Author: Danny C. Santucci

Course ID: TXFTPDCS
CPE Hours: 2
Format: PDF

Course Description
While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.

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NASBA Category: Taxation

Learning Objectives:

After reading the materials, participants will be able to:

• Describe the effect of marital status on filing status, determined the advisability of filing a joint return enlight of the innocent spouse rules, list available exemptions, and differentiate between deductible and nondeductible divorce costs
• Clarify the costs and fees that qualify for the tax credit for adoption expenses and for education credits, such as the HOPE credit, identify the requirements for dependent care assistance, and explain to clients the contribution limits for Coverdell ESAs. 

Level:Overview

Overview-This program is appropriate for professionals at all organizational levels

Prerequisites: None

Updated/Revised: March 2012