Investment Scam Losses: How to Get Deductions
Online
1.00 Credits
Member Price $39.00
Non-Member Price $59.00
Overview
This program addresses the many issues impacting investment scams. The unique challenges facing practitioners in finding deductions for the horrendous losses many clients experience due to these scams are related to actual practice situations – and then analyzed for their deduction implications. The situations are based on real life experiences of practitioner clients.
Objectives
- Identify key components of the deductibility of investment scams perpetrated on vulnerable clients
- Apply action steps for deductibility allowance
- Identify planning strategies and potential pitfalls
Highlights
- Categorization of various scams
- The keys to deductibility
- Review of the client's required actions to allow deductibility
- Disclosures and forms reporting required for deductibility
- “Tales from the Front” – practice issues CPAs are dealing with in these extraordinary situations
Designed For
CPAs in public practices and members in industry
Prerequisites
None
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
Steven Dilley, CPA, J.D., PhD, Federal Tax Workshops
Steve is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 33 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the United States. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business and individual taxpayers. He has published numerous articles on these topics.
In addition, Steve is a Professor of Accounting at Michigan State University, East Lansing, where he teaches tax accounting. He received the 2005 "Distinguished Achievement in Accounting Education Award" in Michigan. He also received the 2007 "MSU Accounting and Information Systems Department Outstanding Teacher Award."
He obtained his Ph.D. in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, The American Accounting Association, AICPA, American Tax Association, and Hawaii Association of Public Accountants.
Non-Member Price $59.00
Member Price $39.00