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Catalog / Taxes

Strategies for Guiding Clients Through Challenging Situations: Tax Insights with Mary Jane Hourani, MM, EA, NTPI Fellow, Tax Accountant

Course Code: SGCC

This course equips practitioners with the knowledge to help clients navigate complex tax and financial challenges. Covering a range of difficult situations, such as divorce, bankruptcy, and other personal and business matters. This course provides key insights and strategic planning considerations. Participants will gain practical strategies to support clients in making informed decisions while understanding the tax implications of these situations.

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CPE Hours 8
Level Intermediate
Field of Study Taxes
Prerequisite None
Designed For CPAs, EAs, and attorneys
Learning Objectives

At the end of this course, you will be able to:

  • Assess tax and financial considerations in challenging client situations. Identify tax implications of divorce, including filing status, property division and support obligations.
  • Explain tax consequences related to bankruptcy, debt cancellation, and foreclosure.
  • Evaluate tax treatment of cohabitation, premarital agreements, and dependency exemptions.
  • Determine tax implications of child support, alimony, and back child support.
  • Recognize tax effects of business dissolution and ownership changes. Compare filing options for married and unmarried individuals.
  • Explain tax treatment of refunds, deficiencies and marital property rules.
Course Highlights

Topics covered:

  • Tax and financial strategies for complex situations including divorce, bankruptcy, and personal or business matters, with focus on planning considerations and practical guidance for informed client decisions.
Interested in this Course?

Schedule SGCC for Your Organization

Reach out to our CPE team to book a seminar, request a custom engagement, or register for an upcoming session.

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