Nuts & Bolts of Schedule A

After this session, attendees should be able to:
• Recognize deductible medical expenses
• Advise clients on the benefits of utilizing HSA and Flex accounts
• Comprehend and utilize the appropriate deductions for mortgage interest and real estate taxes
• Understand deductible charity deductions, including the after the line deduction, by determining if the contribution meets the requirement
• Recognize non-cash charitable contributions and properly report the deduction

This session will qualify for 2 hours of Continuing Education
IRS Program Number RCJKX-T-00010-21-O