On-Demand
Medical, Charitable and Casualty 2026-27
CPE: 2.5
Overview
We may all confront issues that directly impact how much we can deduct. This course is designed for participants who want to explore and examine the tax consequences of medical costs, charitable contributions, and casualty and theft losses, especially in relation to their deductibility. The emphasis is examining a wide variety of situations related to these items and the extent to which they may or may not result in a deduction and what limitations on deductibility may be imposed.
Product Code
1000005450
Credit Type
CPE: 2.5CPE-Technical: 2.5Format
Downloadable PDF
Intended Audience
This program is appropriate for professionals at all organizational levels.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
General understanding of federal income taxation.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Deductions for medical costs
- Health Savings Accounts
- Health insurance for the self-employed
- Limitations on charitable contributions
- Contributions of cash
- Contributions of property
- Contributions of services
- Substantiation
- Casualty and theft losses
- Disaster area losses
- Losses on Deposits
Faculty
Danny C. Santucci
Danny C. Santucci, attorney and counselor at law, began practicing as a tax attorney in Southern California in 1972. With increasing lecture and writing commitments, Mr. Santucci went into sole practice in 1995. He has been a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state CPA societies. He received the Foundation’s Instructor Excellence Award in 1990, the Award for Meritorious Serv...
More about Danny C. Santucci