CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Children Of All Ages: Comprehensive Planning Techniques

Children Of All Ages: Comprehensive Planning Techniques

2 Credits

$50

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00196-20-S)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0207)

2 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00196-20-S)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00196-20-S)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

Overview

  • Who are the Children of Today?
    2 mins
  • Form 8332
    11 mins
  • Definition of a Qualified Child
    16 mins
  • Support Test
    20 mins
  • Child Tax Credit
    28 mins
  • Earned Income Credit
    44 mins
  • American Opportunity Credit
    54 mins
  • Lifetime Learning Credit
    61 mins
  • Education Credits
    63 mins
  • Student Loans
    65 mins
  • Adoption Credit
    67 mins
  • Health Insurance
    100 mins

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?

This course 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

Who Should Attend?

  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Testimonial

3.8

(4)
50%
25%
0%
0%
25%