myCPE
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

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
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
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01859-24-S) 1 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Life Underwriter (CLU) 1 CE Eligible
Chartered Advisor in Philanthropy (CAP) 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
Divorce Topics for Certified Divorce Financial Analyst (CDFA) 1 CE Approved
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
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-O) 1 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Tax Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 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

Excellent

Very Good

Average

Poor

Terrible

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.

Recommended Courses

Section 125 Cafeteria Plan – What is it and Why your CPA should be involved?

Feb 03, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Estate Tax Planning from A to L

Feb 03, 10:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
How to Setup Payroll for an LLC or Corporation

Feb 03, 10:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Hybrid Workforce Tax: State, Local, and Payroll Rules

Feb 03, 11:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis

Feb 03, 11:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
W-2 and W-4: Update and Best Practices

Feb 03, 11:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.

500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.

50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.

50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.

100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.

AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.

Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.

Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.

Mobile App Access (iOS and Android)
Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

Start Your Subscription 

Start your journey towards learning and compliance.

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.
Subscribed
Eric purchased a subscription.
Subscribed
Deja purchased a subscription.
Subscribed
Jacob purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Takashi purchased a subscription.
Subscribed
Crystal purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Joel purchased a subscription.
Subscribed
Timothy purchased a subscription.
Subscribed
Arthur purchased a subscription.
Subscribed
Brandon purchased a subscription.
Subscribed
Kathryn purchased a subscription.
Subscribed
George purchased a subscription.
Subscribed
Carl purchased a subscription.
Subscribed
Trevor purchased a subscription.
Subscribed
Fernando purchased a subscription.
Subscribed
Rachel purchased a subscription.
Subscribed
Marfa purchased a subscription.
Subscribed
Ben purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Sheryl purchased a subscription.
Subscribed
Ruth purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Sandi purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Ashraf purchased a subscription.
Subscribed
Earl purchased a subscription.
Subscribed
Darius purchased a subscription.
Subscribed
Joe purchased a subscription.
Subscribed
Kefei purchased a subscription.
Subscribed
Andrew purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Rene purchased a subscription.
Subscribed
Sarah purchased a subscription.
Subscribed
THERESA purchased a subscription.
Subscribed
joseph purchased a subscription.
Subscribed
Ardy purchased a subscription.
Subscribed
Brendon purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Carrie purchased a subscription.
Subscribed
JASON purchased a subscription.
Subscribed
Pamela purchased a subscription.
Subscribed
Kuntal purchased a subscription.
Subscribed
Kim purchased a subscription.
Subscribed
Sue purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Jennifer L Newman purchased a subscription.
Subscribed
Audrey purchased a subscription.
Subscribed
Karren purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Nadine purchased a subscription.
Subscribed
Tien purchased a subscription.
Subscribed
Lita purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
MILLER purchased a subscription.
Subscribed
MAGDALENA purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Brandon purchased a subscription.
Subscribed
Roland purchased a subscription.
Subscribed
Karli purchased a subscription.
Subscribed
Britni purchased a subscription.
Subscribed
JOHN purchased a subscription.
Subscribed
Nicole purchased a subscription.
Subscribed
Monica purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
Aaron purchased a subscription.
Subscribed
Wasim Yunusbhai purchased a subscription.
Subscribed
Randall purchased a subscription.
Subscribed
Rudy purchased a subscription.
Subscribed
Tim purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Chandan purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
Kristin Reid purchased a subscription.
Subscribed
Teresa purchased a subscription.
Subscribed
Brooks purchased a subscription.
Subscribed
Patrick purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Gordon purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Alexander purchased a subscription.
Subscribed
Jodi purchased a subscription.
Subscribed
Gurinder Singh purchased a subscription.
Subscribed
sukhjeet purchased a subscription.
Subscribed
Yashvi purchased a subscription.
Subscribed
Barbara purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Deepak purchased a subscription.
Subscribed
Tiffany purchased a subscription.
Subscribed
Tom purchased a subscription.
Subscribed
Ann purchased a subscription.
Subscribed
christine purchased a subscription.
Subscribed
Laura purchased a subscription.