Schedule A - Itemized Deductions Mastery

Duration: 6 CE Hours | Level: Intermediate

Dive deep into Schedule A itemized deductions and learn when itemizing benefits your clients more than the standard deduction. This course covers medical expenses, taxes, interest, charitable

contributions, casualty losses, and other deductions with practical examples and documentation requirements.

Topics Covered:

● Standard deduction vs. itemized deduction analysis

● Medical and dental expense deductions (AGI threshold)

● State and local tax (SALT) deduction limitations ($80,000 cap)

● Mortgage interest deduction rules and limitations

● Charitable contribution deductions: cash, property, and substantiation

● Casualty and theft loss deductions (federally declared disasters)

● Miscellaneous deductions and their limitations

● Documentation requirements and recordkeeping best practices

Learning Outcome: Participants will accurately complete Schedule A, maximize legitimate deductions for clients, understand current law limitations, and properly advise clients on documentation needed to support itemized deductions.

Note: This course is taught by live instruction. Class is only offered at the date and time listed below:

11/22 (11:00AM–3:00PM)
*Once payment has been made, please allow 24-48 hours to be emailed a Zoom link and Passcode to your registered email address

$149.00

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