Tax, Bankruptcy and Financial Problems (4091504B)

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Bad financial things can happen to the best of clients. Explore the tax impact of bankruptcy, divorce, foreclosure, repossession, debt cancellation and asset protection. Emphasis is on controlling and eliminating the economic cost of such crisis matters. Review and compare methods to anticipate and prevent tax and financial problems, as well as discuss preemptive asset protection, gifting, title and estate planning.

Date:	Wednesday, November 04, 2009
Time:	8:30 AM - 4:30 PM (Registration at 7:30 AM)
Facility:	Embassy Suites San Luis Obispo, San Luis Obispo
Area:	San Luis Obispo CE
CPE Credit:	2.0 Family Law 6.5 MCLE (Min Cont Legal Educ) 6.5 Taxation Law 8.0 CPE (Continuing Professional Education) 8.0 CTEC Federal Hours
Instructor:	Danny C. Santucci JD
Developer:	Santucci Publishing
NASBA Subject Area:	Taxes
Delivery:	Group Live
Course Level:	Intermediate
Fee:	$315 CalCPA Members, $415 Nonmembers
Coupon Fee:	$0
VP Fee:	$0

Objectives:

Learn the tax ramifications of economically and emotionally pressured transactions and how to advise clients of the best possible alternative involved in tax and financial crisis matters.

Apply, implement and evaluate the strategic tax aspects of marital dissolutions, bankruptcy and real estate transactions.

Understand how to anticipate and prevent tax and financial problems.

Major Topics:

Basic bankruptcy taxation and planning

Asset protection pitfalls and planning

Foreclosures and repossessions

Tax problem prevention

Divorce taxation tips and traps

Business and non-business bad debts

Tax and financial crisis matters

Related estate and gift issues<./li>

Designed for:

Tax professionals, accountants and attorneys (including professional staff) involved in tax planning and consultation whether in public practice or industry. A basic knowledge of relevant accounting and auditing rules will be assumed.

Prerequisite:

None

Advanced Preparation:

None