myCPE
myCPE

Family Filing Status and Dependents 2 Credits

Nov 26, 2024, 12:30 PM ET

Family Filing Status and Dependents 2 Credits

  • Rating

    4.7
  • 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 26, 2024, 12:30 PM ET

Learning Objective

  • To discuss the eligibility criteria for Head of Household (HOH) filing status.
  • To identify qualifiers for Qualifying Surviving Spouse (QSS) status.
  • To explain and explore the implications and limitations of Married Filing Separately (MFS) status.
  • To analyze the difference between specified relatives and non-qualifying relationships.
  • To discuss the financial benefits and drawbacks associated with various filing statuses.

Course Overview

Elevate your tax knowledge with our CPE webinar, delving into the intricate landscape of filing statuses and dependents. Jason Dinesen, an Enrolled Agent and Head of Household expert, meticulously guides you by providing unparalleled insights into the nuances of tax regulations. This comprehensive course, exemplified by the included document segments, equips you with the expertise needed to navigate complex tax scenarios confidently.

Jason Dinesen expertly dissects the criteria for Head of Household (HOH) status, covering key requirements such as marital status, non-resident alien considerations, and maintaining a qualifying home. With real-life examples, learn how to navigate situations like divorce and maintain HOH eligibility. Gain clarity on the often-misunderstood realm of Specified Relatives and grasp the subtle distinctions in claiming dependents for HOH status.

This CE Tax webinar extends beyond HOH, unraveling the intricacies of Qualifying Surviving Spouse (QSS) filing status. Understand the eligibility criteria, exemptions, and potential pitfalls, ensuring you can adeptly guide clients through this specialized tax status. From practical scenarios to advanced concepts like Married Filing Separately (MFS), the course leaves no stone unturned.

Major topics:

  • Head of Household Mastery
  • Qualifying Surviving Spouse Expertise
  • Married Filing Separately Insights

Enhance your professional prowess and propel your career forward. Enroll in our CE course today to unlock the expertise needed to confidently navigate the intricate world of filing statuses and dependents.

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. 

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credits

2

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.

About Instructor

Top Tax Speaker | Jason Dinesen | My-CPE
Jason Dinesen , EA

President, Dinesen Tax & Accounting, P.C.

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

Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well known presenter of continuing education courses. He has an impeccable acumen for tax subjects, by virtue of which, he is known to create very well researched course materials helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries.

Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics and much more.

He has presented over dozens of webinars on Form 1099 (MISC & R); marriage in the tax code; tax updates; the new Form W-4, payroll updates, filing status, tax credit and other issues relating to the modern-day household setting.

Moreover, Jason is known to be producing every other webinar/course a little different and updated from the previous one. No wonder, he is a top ranked presenter whose webinars and self-study course materials are very well received by the audience. 

He also teaches 2 classes at Simpson College, Individual Income Tax and Business Analytics. 

Jason was born and raised in Iowa and has a degree in corporate communications from Simpson College in Indianola. He has a big family that includes his wife, two sons, 5 cats and 3 dogs. Jason holds season tickets to University of Iowa football, and enjoys using his chainsaw. Topmost item in his 2022 bucket list is to learn how to properly ‘nose & taste’ whisky.

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

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

LM

Linda Mathey, CPA (US)

Excellent presentation. I learned a couple things I was not aware of concerning the QSS and also how to report the child under Head of Household in a year when the taxpayer gives a 8332 to their ex

DM

Diane Marut, AFSP

All aspects of this presentation were excellent--the presenter [Jason Dinesen] was engaging, informative, and thorough. His handouts were excellent and well organized.

Recommended Courses

Passive Activities & Rental Real Estate Income Tax Issues

Dec 16, 09:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

Dec 16, 09:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Everything You Need to Know About Partnership

Dec 16, 09:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Payroll Regulations, Laws, Common Pitfalls, and Recordkeeping Requirements

Dec 16, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
A Simple Approach & Overview to Virtual Currency

Dec 16, 10:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
2024 Year-End Strategies: Smooth Sailing into 2025!

Dec 16, 10:00 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

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
JAMES purchased a subscription.
Subscribed
Noel purchased a subscription.
Subscribed
Andrew purchased a subscription.
Subscribed
Lucinda purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
robert purchased a subscription.
Subscribed
Vince purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Brett purchased a subscription.
Subscribed
Kyle purchased a subscription.
Subscribed
Dennis purchased a subscription.
Subscribed
Katy purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
Pipier Bewlay purchased a subscription.
Subscribed
Thao purchased a subscription.
Subscribed
Swetlana purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Zihui purchased a subscription.
Subscribed
Alexandr purchased a subscription.
Subscribed
AMIRALI purchased a subscription.
Subscribed
Marie Joe purchased a subscription.
Subscribed
Carol purchased a subscription.
Subscribed
Sonny purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
beatrice purchased a subscription.
Subscribed
Cynthia purchased a subscription.
Subscribed
QueTaurus purchased a subscription.
Subscribed
LACEY purchased a subscription.
Subscribed
Sung Bin purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Kieran purchased a subscription.
Subscribed
Elisa purchased a subscription.
Subscribed
Josh purchased a subscription.
Subscribed
AFNAN purchased a subscription.
Subscribed
Ross purchased a subscription.
Subscribed
Leslie purchased a subscription.
Subscribed
CARMEN purchased a subscription.
Subscribed
Diego purchased a subscription.
Subscribed
Karl purchased a subscription.
Subscribed
Ashlee purchased a subscription.
Subscribed
Kailee purchased a subscription.
Subscribed
Hitendrasingh purchased a subscription.
Subscribed
Louis purchased a subscription.
Subscribed
Charlotte purchased a subscription.
Subscribed
Jess purchased a subscription.
Subscribed
Abid purchased a subscription.
Subscribed
Julie purchased a subscription.
Subscribed
Bethany purchased a subscription.
Subscribed
princess purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
norman purchased a subscription.
Subscribed
Lydia purchased a subscription.
Subscribed
Corey purchased a subscription.
Subscribed
Marianna purchased a subscription.
Subscribed
Khalid purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
Salim purchased a subscription.
Subscribed
Erin purchased a subscription.
Subscribed
Ashlyn purchased a subscription.
Subscribed
Bilal purchased a subscription.
Subscribed
Patrick purchased a subscription.
Subscribed
Luis purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Holly purchased a subscription.
Subscribed
Travis purchased a subscription.
Subscribed
Stuart purchased a subscription.
Subscribed
Theodore purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Marianne purchased a subscription.
Subscribed
Garrett purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
ANNA purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Agnieszka purchased a subscription.
Subscribed
Milton purchased a subscription.
Subscribed
Deborah purchased a subscription.
Subscribed
Ann purchased a subscription.
Subscribed
ERIC purchased a subscription.
Subscribed
Roger purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Shipra purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
Amit purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
rumana purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Jimmy purchased a subscription.
Subscribed
Adam purchased a subscription.
Subscribed
Wayne purchased a subscription.
Subscribed
Christian purchased a subscription.
Subscribed
Hardik purchased a subscription.
Subscribed
Davendran purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
Jude purchased a subscription.
Subscribed
Averett purchased a subscription.
Subscribed
Kitty purchased a subscription.
Subscribed
Norman purchased a subscription.