Social Media Tax Trends and How to Advise Your Clients 2 Credits
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In an age where information is readily available at our fingertips, social media platforms have become a breeding ground for all kinds of advice, including tax guidance.
From entrepreneurs promoting the idea of forming Limited Liability Companies (LLCs) for every conceivable venture to claiming tax deductions for seemingly unrelated activities like family outings to the pumpkin patch, the online world is awash with questionable tax advice. What's particularly intriguing is that much of this guidance is disseminated by individuals who hold professional credentials in the field of taxation. However, it's crucial to recognize that not all advice is created equal, and the line between sound tax strategies and misconceptions can often blur.
This CPE Course aims to shed light on the prevailing trends in tax advice that have gained traction across various social media platforms. It's important to acknowledge that while some of this advice may have a kernel of truth, it's often taken to the extreme or applied inappropriately. Our discussion will revolve around dissecting these trending tax topics and, more importantly, guiding tax professionals on how to offer sound advice to their clients while adhering to strict professional ethics and compliance standards.
Major Topics Covered:
Join this CE Tax Course we delve into the world of social media-driven tax advice, examining the nuances of what's trending and uncovering the best practices for tax professionals to offer guidance that is not only legally compliant but also genuinely helpful to their client's financial well-being.
| 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-01782-23-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01782-23-O) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1425) | 2 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 322140) (Valid upto : Dec 31, 2024) | 2 CE | Approved |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01782-23-O) | 2 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01782-23-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01782-23-O) | 2 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | 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-01782-23-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01782-23-O) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1425) | 2 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 322140) (Valid upto : Dec 31, 2024) | 2 CE | Approved |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01782-23-O) | 2 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01782-23-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01782-23-O) | 2 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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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.
MDM Financial Services is a family owned and operated tax preparation service with over 45 years of taxation experience. From father to son, the Metras family has brought integrity and clarification to the entire tax process for small businesses and individuals throughout the country. MDM works with a variety of businesses and is familiar with many common concerns that surface around tax season. Our knowledge base is heavy in small business operations and ways to alleviate the stress so often the norm when filing tax returns each year.
At MDM, our mission is to help you understand your taxes and give you confidence in the entire process. In economic times such as we have, small businesses have enough on their plates. Let us handle the stress of taxes while you worry about the day to day running of your business. MDM offers small business bookkeeping too! Leave more time for yourself, and let us balance your books.
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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.
JVBU
This course discusses a lot of topics in the social media area that are both informative and necessary to understand.
LMD
The presenter successfully shared relevant info to be aware of in the current social media tax trends.
.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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