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Start Equitable Ownership and learn how to evaluate ownership reality
Use life events to trigger timely cross-sell conversations that improve client outcomes
compliance requirements
exchange deadlines
Home Sale Complications - 6 hours CPE
Medically-Related Home Improvements - 0.2 CPE total practice Start Equitable Ownership and learnHome Modifications May Provide More Than Physical Relief. When medically necessary home improvements are made to accommodate a disability or chronic condition, certain costs may qualify as deductible medical expenses under IRS rules. However, deductibility depends on strict standards involving medical necessity, valuation changes, substantiation, and itemized deduction limitations. Learning Objective Recognize when medically related home improvements
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