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MISSION READY: Federal Military Tax Planning for Service Members and Spouses with Tax Insights for Alabama, Georgia and Mississippi
- Identify federal tax rules for military taxpayers.
- Apply SCRA and MSRRA residency rules.
- Apply the tax treatment of military pay and benefits.
- Recognize military retirement tax issues.
- Compare military tax rules for Alabama, Georgia, and Mississippi.
- Instructor
- Mari Fries, EA, CFP®, AFC®
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Military taxpayers face unique tax situations requiring knowledge of federal and state tax laws. This session provides an overview of the federal tax rules affecting service members and spouses, with tax insights for Alabama, Georgia, and Mississippi. Topics include residency, domicile, the Servicemembers Civil Relief Act (SCRA), the Military Spouses Residency Relief Act (MSRRA), combat zone benefits, military pay, retirement benefits, and common filing issues. Through practical examples and case studies, participants will identify military tax issues, avoid filing errors, and correctly apply federal and state tax laws.
Objectives
Upon completion of this course, you will be able to:
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The Big Beautiful Bill: Ethics Challenge
- Apply Circular 230 standards to common tax practice situations.
- Recognize ethical issues arising from the Big Beautiful Bill and current tax law.
- Evaluate taxpayer positions using due diligence and professional judgment.
- Identify appropriate responses to ethical dilemmas during return preparation and client representation.
- Strengthen ethical decision-making through interactive case studies and discussion.
- Instructor
- Rosalyn Patrick, EA, ATA, ATP; and Jessica Allen, EA
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Put your ethical decision-making skills to the test! In this interactive game, participants will analyze real-life client scenarios based on the Big Beautiful Bill, current federal tax law, Circular 230, and professional standards. Participants will answer multiple-choice questions, select the most ethical course of action, and discuss the reasoning behind each answer. Practical case studies will strengthen due diligence, professional judgment, documentation, and ethical decision-making.
Objectives
Upon completion of this course, you will be able to:
Details
CPE sponsor disclosure
The CPE associated with this education is provided by the Alabama NATP Chapter and is independent of national NATP sponsorship.
IRS sponsor number: 9ZMJ7
See our CPE sponsor page for more information on reporting.