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Children of all ages: Comprehensive Planning Techniques

4 (8)

Shelli Huston, CPA, MS

Werner-Rocca Seminars. Ltd

Monday, August 10, 2020 | 09:00 AM EDT

  • CPA
  • EA

2 Credits


Subject Area


Upcoming Webinars

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 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.

Highlights of the webinar : 

  • Who are the Children of Today?
  • Form 8332
  • Definition of a Qualified Child
  • Child Tax Credit
  • Child and Dependent Care Credit
  • Earned Income Credit
  • Education Credits
  • American Opportunity Credit
  • Lifetime Learning Credit
  • Adoption Credit
  • Kiddie Tax

Learning Objectives

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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Chief Accounting Officer
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA


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    [average] => 4.0000