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myCPE

Divorce, Adoption and Other Specialized Topics in Family Taxation 1 Credit

Nov 14, 2024, 02:30 PM ET

Divorce, Adoption and Other Specialized Topics in Family Taxation 1 Credit

  • Rating

    4.6
  • Published on

    January, 2024
  • Subject Area

    Taxes

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Nov 14, 2024, 02:30 PM ET

Learning Objective

  • To analyze the proper way to handle specialized topics related to family taxes including divorce and adoption.
  • To explain the current tax law related to specialized topics in family taxation.
  • To inspect the current tax law related to specialized topics in family taxation with clients.
  • To discuss and complete proper due diligence related to specialized family taxation topics.

Course Overview

Embark on an illuminating journey into the intricate landscape of family taxation with our exclusive CPE webinar, "Divorce, Adoption, and Other Specialized Topics in Family Taxation." It delves into crucial topics faced by modern-day families and tax practitioners, offering practical insights and real-world applications. Covering divorce complexities, adoption considerations, liability issues, and retirement implications, participants gain a comprehensive understanding of current tax laws and the nuances of handling these situations effectively in their practice.

Throughout the CE Tax webinar, participants will acquire practical and applicable skills to handle specialized family tax topics, including divorce and adoption, while gaining a deep understanding of the latest tax laws related to these areas. It empowers tax practitioners to engage effectively with clients on family tax matters, providing valuable insights and guidance based on the current legal landscape. Furthermore, participants will explore the due diligence requirements essential for tax preparers when dealing with complex family taxation scenarios, ensuring accurate and legally sound filings.

Led by Jason Dinesen, a seasoned expert in family taxation, the webinar offers a unique opportunity to master current tax laws, navigate specialized family tax scenarios, and enhance client discussions. From determining the end of a marriage for tax purposes to claiming dependents in divorce situations, the course covers essential aspects that impact tax liability and financial decisions. Participants also gain insights into relief mechanisms, such as Innocent Spouse Relief, Separation of Liability, and Equitable Relief, providing a comprehensive understanding of legal avenues available in joint tax situations.

Major topics:

  • Understand specialized topics in family taxation, including divorce, annulled marriages, and abandoned spouse rules.
  • Learn about head of household filing status and claiming dependents in divorce.
  • Explore joint liability, exceptions, and the requirements for innocent spouse relief.
  • Recognize the criteria for separation of liability and equitable relief in tax situations.
  • Understand the adoption tax credit, including qualified adoption expenses and adoption credit carryover.
  • Review the impact of filing issues and how they affect tax responsibilities and benefits.

Join us for this insightful course to elevate your skills in family taxation, meet the demands of modern tax practice, and gain a competitive edge in the evolving landscape of tax regulations. Stay informed, engaged, and equipped to provide optimal tax solutions to your clients, ensuring accuracy, compliance, and enhanced proficiency in navigating the complexities of family taxation.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

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-01859-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01859-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1487) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01859-24-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01859-24-S) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Feb 03, 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-01859-24-S) 1 CE Approved
Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Chartered Life Underwriter (CLU) 1 CE Eligible
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
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01859-24-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01859-24-O) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1487) 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-01859-24-O) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 322517) (Valid upto : Dec 31, 2024) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01859-24-O) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) 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
Tax Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01859-24-O) 1 CE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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 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.

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.

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. 

About Instructor

Top Tax Speaker | Jason Dinesen
Jason Dinesen , EA

President, Dinesen Tax & Accounting, P.C.

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

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: 

  • Form 1099 (MISC & R) 
  • Taxation of marriage and modern-day household issues 
  • Tax updates and guidance 
  • The new Form W-4 and payroll updates 
  • Tax credits, filing statuses, and more


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. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

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.

Reviews and Ratings

out of 5

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Owen Mccafferty
Owen Mccafferty, CPA (US)
5

Mr. Dinesen packs full his presentation with practical considerations and cautions in a 1 hour presentation. Truth be told, this is a 2.5 hour presentation in substance. Keeping up with him is a challenge but an effort that is well worth the benefit. Thank you!

RK

Ryan Kongs, CPA (US)
5

Mr. Dinesen's grab-bag idea is great. A basic run-down of a wide variety of related topics, and some good starting information incase further research is needed on a given topic.

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