Frequent Tax Issues - 9 Hours CPEExplore common tax issues and apply practical solutions with confidence. Learning Objectives: By taking this course, the student will have an in depth study of the following tax issues frequently encountered in tax preparation: divorce, death of a taxpayer, nonresident and resident aliens, employee stock options, home office, rentals, capital and repair regulations, early withdrawal exceptions, and Sec. 529 plans. CPE Hours: Federal Tax Subject = 9

Segment clients using a three-lens method (life stage

estimated tax planning after divorce

Corporate Transparency Act ruled to be constitutional

Why This Matters

terminally ill

Understanding material participation

But permanence does not eliminate risk

" Matt Bigelow

Deductions

special schooling

but eligibility depends on precise statutory requirements and proactive documentation

and planning considerations for inherited retirement accounts