Course Details

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Course Description

This program will trace how the U.S. Tax Code has dealt with marriage, from the inception of the income tax through today. We will cover how filing statuses came about, how taxes worked in the early days of the tax code, why there's a "marriage penalty," and how sometimes (from a tax standpoint) it's better for two people to remain unmarried rather than married.

Why You Should Attend ?

Tax professionals know about filing statuses and the marriage penalty. This course traces the history of how those came to be, from the start of the tax code in 1913. We also look at issues with how there are times when two unmarried people are in a better tax position than two married people.

Learning objectives

  • How filing statuses came about
  • What is the marriage penalty and where did it come from?
  • The tax aspects of being married vs. being unmarried
  • How taxes worked in the early days of the U.S. Tax Code, compared to today.

About Presenter

Jason Dinesen, EA, LPA

President, Dinesen Tax & Accounting, P.C.

[email protected]

Jason Dinesen is the President of Dinesen Tax & Accounting, P.C., a public accounting firm in Indianola, Iowa. His practice focuses on accounting and bookkeeping services, tax preparation and business advising to individuals with a business focus ranging from home-based businesses to multistate corporations and not-for-profits. Dinesen has extensive experience working with a third-party administrator of retirement plans and is a prior presenter of multiple 1099 seminars. Dinesen majored in corporate communications with a minor in management from Simpson College.

Unlike some other accounting firms, when Dinesen Tax & Accounting, P.C. says we offer personal service, we mean it. When you come to us with your tax preparation needs, you’ll deal directly with our owner and president, Jason Dinesen. We don’t put administrative staff in the middle of you and our tax expert. That means you’ll always have first-hand knowledge of where things stand, and important information won’t slip through the cracks. We welcome all clients, but especially individuals who want the benefits of a long-term relationship with an accounting firm capable of handling anything that might come along with their taxes. We give all our clients the time, attention, and convenience they should expect. If you have a challenging professional or personal schedule, Jason will accommodate you by meeting whenever – and wherever – works best for you.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

Testimonials

4.7 (87)
80% Complete (danger)
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  • Kimberly Taylor
    , EA
    October 24th 2019
    Excellent handout, lots of details to help sort out a complex and constantly-changing issue in tax law.
  • Karen Otten
    , CPA
    October 23rd 2019
    Great Webinar. It provided valuable information and everything presented was on point and very precise. Good Job Jason

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

IRS Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary

upcoming Live CPE Webinars

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Monday, December 09, 2019 | 10:00 AM EST View Details/Register
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VIRTUAL VALUES: FLEX, FREE-RANGE AND REMOTE WORK SOLUTIONS
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
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Charitable Solicitation Compliance- What does it take to be compliant?
Monday, December 09, 2019 | 12:30 PM EST View Details/Register
  • Cost FREE
  • CPE Credits 1
  • CE Credits 1
  • IRS Course ID GEHNZ-T-00042-19-O
  • Subject Area Taxes
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Tax Attorney Tax Practitioners Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Pros Tax Firm Young CPA CPA in Business Entrepreneurial CPA Senior Accountant
  • Handout Material Download

upcoming Live CPE Webinars

MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Monday, December 09, 2019 | 10:00 AM EST View Details/Register
Transfer Pricing and Tax Reform Opportunities
Monday, December 09, 2019 | 11:00 AM EST View Details/Register
VIRTUAL VALUES: FLEX, FREE-RANGE AND REMOTE WORK SOLUTIONS
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
Charitable Solicitation Compliance- What does it take to be compliant?
Monday, December 09, 2019 | 12:30 PM EST View Details/Register