Many tax professionals struggle with navigating the finer points of medical expense deductions. What qualifies? What doesn’t? And how do you handle complex cases like home improvements or reimbursements? This CE course goes beyond surface-level explanations to help you confidently tackle the challenges of advising clients on Schedule A deductions for medical expenses.

Understanding what qualifies as a deductible medical expense is essential for tax professionals who advise clients on itemized deductions. This intermediate-to-advanced level course takes a deep dive into the rules governing medical expense deductions on Schedule A. We will explore the nuances of what is—and isn’t—considered a qualified medical expense, including long-term care, insurance premiums, travel, service animals, and more. Attendees will gain clarity on frequently misunderstood areas such as reimbursements, impairment-related expenses, and the tax implications of personal injury settlements. Practical examples and real-world scenarios will help solidify your understanding and ensure accurate client guidance.

What You'll Gain From This Essential Webinar:

  • Identify deductible medical expenses based on current IRS qualification rules.
  • Analyze the 7.5% AGI threshold for calculating medical expense deductions.
  • Discuss deductibility of long-term care and medical home improvements.
  • Explain when insurance premiums or reimbursements impact medical deductions.
  • Explore rules for travel, service animals, and special dietary needs.

The attendees will understand:

  • Deductible Medical Expense Rules
  • Capital Medical Improvements Guidance
  • Reimbursement and Refund Scenarios
  • Service Animal Deduction Standards
  • Long-Term Care Considerations

Who Will Benefit?

  • Accountants
  • Bookkeepers
  • Office Managers
  • Human Resources Professionals
  • Compliance Professionals
  • CPA/Tax Professionals

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

1. How can I register for this webinar/course?

Enroll now on Pioneer Educator. Explore a variety of webinars presented by industry experts. Choose either ‘live webinar’ or ‘on-demand’, and simply click ‘buy now’ to register

2. Is it possible to register someone else for this course? If so, how can I do that?

You can recommend Pioneer Educator to your friends and colleagues. Expand your professional network by getting them enrolled at pioneereducator.com today!

3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

7. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pioneereducator.com or contact our support team through live chat support.

8. How can I view /access the courses that I have registered for?

Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@pioneereducator.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

Your certificate will be sent to you via email within 3 working days after the webinar ends. Alternatively, you can log in to your account at www.pioneereducator.com to retrieve it. If you haven't received the email within this timeframe, please check your spam/junk folder. If you still can't find it, don't hesitate to contact us via email at support@pioneereducator.com or connect with us through the online chatroom.



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