Dependents, Child Tax Credit, and Head of Household Filing Status 2 Credits
Learning mode
Are you navigating the maze of tax laws, dependents, and credits with a sense of confusion?
This CPE Webinar provides a comprehensive overview of tax dependents, credits, and filing statuses. So, who qualifies as a dependent, and what's the difference between a qualifying child and a qualifying relative? Dive into this document to uncover the answers. We'll explore the intricate world of multiple support agreements and break down the ins and outs of tax credits, including the coveted child tax credit and other dependents credit, shedding light on eligibility, phaseouts, and refundable portions.
But that's not all! Our two-hour webinar takes a deep dive into the intricacies of dependent qualifications based on the latest tax laws. You'll gain valuable insights into the proper application of the child tax credit and harness the power of real-world case studies to master this critical aspect of tax preparation. And when it comes to the often puzzling head of household filing status, we've got you covered. Real-life client scenarios will guide you through the qualification process, ensuring you're well-equipped to navigate this complex terrain.
We'll discuss Form 8867 and underscore the importance of meticulous record-keeping, providing you with the tools to demonstrate tax preparer due diligence and steer clear of penalties. So, are you ready to demystify the world of tax dependents and credits? Join us on this enlightening journey!
Key topics covered in this course:
Join this CE Tax Course to gain the knowledge and confidence needed to navigate the intricate landscape of tax dependents, credits, and filing statuses, ensuring you maximize your tax benefits while staying compliant with the latest tax laws.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01727-23-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01727-23-O) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1376) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01727-23-O) | 2 CE | Approved |
| Taxes for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01727-23-O) | 2 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01727-23-O) | 2 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01727-23-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01727-23-O) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1376) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01727-23-O) | 2 CE | Approved |
| Taxes for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01727-23-O) | 2 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01727-23-O) | 2 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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 aintenance 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.
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.
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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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
SS
I feel that this course helped me to review and understand the rules for dependents and the credits and filing status. Also, I appreciate the presenter highlighting the importance of due diligence.
SW
I find Jason Dinesen's courses to be detailed and helpful. I do have a few questions from the exam to follow-up on - as the terms child and dependent are tricky in this course.
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