A Brief History of Marriage in the Tax Code 1 Credit
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Did you know that the concept of filing statuses was absent in the early days of tax legislation?
The tax code, initially named the "Individual Income Tax," took the term "individual" quite literally during its inception. Back in 1862, when the first income tax was imposed, and again in 1913 when income taxes became a permanent fixture, taxpayers were categorized as "individuals" regardless of their marital status. It wasn't until 1948 that filing statuses were introduced into the tax code.
This enlightening webinar delves into the historical landscape of taxation, shedding light on how taxes were structured in the early years. We explore the intriguing reasons behind the introduction of filing statuses, with a particular focus on the role of community property states and the complexities of community property law in shaping this development. Additionally, we scrutinize how Congress has continually adjusted tax brackets since 1948, inadvertently creating what's known as the "marriage penalty."
Key topics covered in this course:
Join this CE Tax Webinar to learn more about the fascinating history of how the taxation of marriage has evolved through the years.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01737-23-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01737-23-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1385) | 1 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01737-23-S) | 1 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01737-23-S) | 1 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2025) | 1 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01737-23-S) | 1 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Taxes for Enrolled Agents (EA) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
Jason Dinesen is a seasoned tax professional, educator, and entrepreneur with a passion for simplifying complex tax concepts. He is a go-to expert in accounting, bookkeeping, tax preparation, business advisory and interpretations of tax laws and regulations.
Jason has trained over 200,000 accounting, tax, and HR professionals through his engaging presentations, webinars, and self-study courses. Sharing his knowledge in the classroom, teaches Individual Income Tax and Business Analytics at Simpson College, where he earned his degree in corporate communications.
He has delivered numerous webinars on topics like:
Who Jason really is
He is a Whiskey Lover mastering the art of whisky tasting, a football fan, a craft man holding Chainsaw and Pen by IRS. Born and raised in Iowa, Jason leads a vibrant life with his wife, two sons, five cats, and three dogs.
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GS
An informative, comprehensive history lesson which shows how the passage of time can reverse tax laws several times. Also showed how IRS tax lawmakers discounted the role of women in the workplace.
CH
Nice summary of the history that gives a perspective on how regulations have evolved and the underlying motivations.
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