Children of All Ages - Comprehensive Planning Techniques (New)

Course Details

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ADDITIONAL DATES

Sep 29, 2020 | 04:00 PM EDT Register

Course Description

In light of the Tax Cuts and Jobs Act, this course offers practitioners planning techniques with regards to children. Many clients who are parents are unsure of how to navigate dependency exemptions due to foreseen and unforeseen changes in their lives. What are clients’ options when they marry a person who has children from a prior relationship? What happens should those parents then divorce? Can the stepparent still claim the children as dependents? And if not, what options are available to the stepparent instead?

Highlights of the webinar : 

  • Learning about tax rules as they pertain to claiming children as dependents in varying degrees of life circumstances i.e., birth children, adopted children, and stepchildren
  • Identifying the factors that affect dependency such as divorce and issues of custody : Dependency Exemption, Head of Household Status, Earned Income Credit, Child Tax Credit, Child Dependent Care Credit
  • Navigating options to which parents are entitled when they are unable to continue claiming children as dependents as a result of divorce : Form 8332
  • Understanding the definition of a qualified child and learning the 5 tests of qualifications: Child’s relation to taxpayer, Age, Child’s location and length of residency with taxpayer, Child support, Joint return restriction

This free CPE webinar provides practitioners with the latest and most up-to-date rules to assist clients in navigating the entities that affect child dependency, the factors that influence those entities, and planning techniques so each parent is prepared for tax season.

Learning objectives

  • List new tax guidelines and identify the related factors as they pertain to child dependency laws
  • Discuss options parents have regarding claiming dependents
  • Explain the most beneficial courses of action when filing

About Presenter

Jason Dinesen, EA, LPA

Advisor, Dinesen Tax & Accounting, P.C.

jason@dinesentax.com

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.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

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

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

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

CTEC Approved

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

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

upcoming Live CPE Webinars

BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Friday, September 18, 2020 | 08:00 AM PDT View Details/Register
QBO: For Progress Invoicing and Job Costing with Latest Updates
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Budgeting using Excel
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
DUTY TO REASONABLY ACCOMMODATE: THE ADA, TITLE VII & FMLA
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
Revenue Recognition Considerations for Not-for-Profit Entities
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Monday, September 21, 2020 | 08:00 AM PDT View Details/Register
Yellow Book Boot Camp: Part 1 – Introduction to NFP and Governmental Accounting & Auditing
Monday, September 21, 2020 | 08:00 AM PDT View Details/Register
The Secure Act Is Now Law: Are You Fully Prepared? THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING! A NEW PRESENTATION FILLED WITH FRESH IDEAS
Monday, September 21, 2020 | 11:30 AM EDT View Details/Register
Opportunity Zone Fundamentals – Structure, Compliance Requirements And Tax Filing Mechanics
Monday, September 21, 2020 | 12:00 PM EDT View Details/Register
The IRS Offer in Compromise Program
Monday, September 21, 2020 | 12:00 PM EDT View Details/Register
HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD
Monday, September 21, 2020 | 01:00 PM EDT View Details/Register
MERCHANT ACCOUNT NIGHTMARES: THE SHADY WORLD OF CREDIT CARD PROCESSING FEES
Monday, September 21, 2020 | 01:30 PM EDT View Details/Register
  • Cost FREE
  • CPE Credits 1
  • CE Credits 1
  • IRS Course ID GEHNZ-U-00235-20-O
  • CTEC Course ID 6273-CE-0243
  • 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 Accounting Firm Tax Pros CPA (Industry) Tax Firm Young CPA Entrepreneurial CPA Tax Accountant (Industry) Tax Director (Industry) Tax Managers Tax Preparer
  • Handout Material Download

upcoming Live CPE Webinars

BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Friday, September 18, 2020 | 08:00 AM PDT View Details/Register
QBO: For Progress Invoicing and Job Costing with Latest Updates
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Budgeting using Excel
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
DUTY TO REASONABLY ACCOMMODATE: THE ADA, TITLE VII & FMLA
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
Revenue Recognition Considerations for Not-for-Profit Entities
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Monday, September 21, 2020 | 08:00 AM PDT View Details/Register
Yellow Book Boot Camp: Part 1 – Introduction to NFP and Governmental Accounting & Auditing
Monday, September 21, 2020 | 08:00 AM PDT View Details/Register
The Secure Act Is Now Law: Are You Fully Prepared? THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING! A NEW PRESENTATION FILLED WITH FRESH IDEAS
Monday, September 21, 2020 | 11:30 AM EDT View Details/Register
Opportunity Zone Fundamentals – Structure, Compliance Requirements And Tax Filing Mechanics
Monday, September 21, 2020 | 12:00 PM EDT View Details/Register
The IRS Offer in Compromise Program
Monday, September 21, 2020 | 12:00 PM EDT View Details/Register
HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD
Monday, September 21, 2020 | 01:00 PM EDT View Details/Register
MERCHANT ACCOUNT NIGHTMARES: THE SHADY WORLD OF CREDIT CARD PROCESSING FEES
Monday, September 21, 2020 | 01:30 PM EDT View Details/Register