Course Description
CDFA®: 2.0
Course publication/revision date: This course was updated on 3/16/2022 (covers 2022 tax year).
While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family tax planning needs. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.
Course, Credit, Reporting, Sponsor Information
(See above: Course Details, Learning Objectives, Table of Contents)
Author: Danny Santuccci, J.D.
Reporting: CFP Board, IDFA™, and IRS CE credits are reported weekly, if applicable.
