Don't miss deductions! Master Schedule A and uncover hidden tax savings for your clients. Explore medical expenses, charitable contributions, taxes, and more. Learn key questions to ask and stay updated on rule changes.

Learning Objectives

  • Given a list of medical expenses incurred by a taxpayer, identify those which may be itemized and calculate the deduction
  • Identify the taxes that may be deductible, including the real estate and sales taxes that apply in different states and municipalities
  • Identify the types of mortgage interest and points that taxpayers may deduct
  • Identify eligible cash and non-cash charitable donations and the types of documentation that are needed to support their deduction