Deducting Medical Expenses for Elderly and Disabled Taxpayers
Author: Spidell Publishing, LLC
Electronic version only
One of the issues affecting the elderly and disabled population today is increasing health care costs. This course focuses on identifying costs that may be deductible as itemized deductions and determining any applicable limitations. Some topics include identifying deductible medical expenses of a dependent, claiming medical deductions for capital expenditures, deducting long-term care expenses and payments to LTC institutions, deducting in-home health care costs, deducting retirement community fees, deducting medical expenses of a deceased taxpayer, and deducting medical care insurance and long-term care insurance.
With this two-hour course, you will:
- Get a 11-page PDF document
- Identify expenses that qualify for the medical expense deduction on Schedule A
- Recognize the deductible amount after applicable limitations
| Designation | CPE Hours |
|---|---|
| CPA | 1 Taxes |
| EA | 1 Federal Tax |
| CRTP (CTEC) | 1 Federal Tax |
| Attorney | .75 General MCLE/Tax Specialization |
Course level: Basic
A familiarization with federal income taxation of individuals.
Want to order by phone? Call us at: (800) 277-2257
This self-study is designed to meet the requirements for the specified number of hours of continuing education. This self-study has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. Spidell Publishing, LLC has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This self-study is designed to meet the requirements for 1 hour of continuing education for the California Board of Accountancy. Level: Basic. Field of Study: Taxes. Delivery Method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. General understanding of federal income taxation is required.
