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Is there any way to assure that I would be able to access the registered webinar?

When you register for any webinar, you receive an email confirmation with a link to join the webinar at the scheduled time. Also, the registered webinars are visible in you myCPE login in ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab myCPE recommends that you check your digital device is compatible with the GoToWebinar software prior to attending the webinar.

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How many CPE credits do I need to earn?

The number of CPE credits required purely depends upon your board requirements. If you’re a CPA, you can click here to know more about it. If you’re an Enrolled Agent or a Tax Professional, go to this page.

What is the different between CPE and CE credits?

CPE credits are governed by NASBA regulations and CE credits are governed by IRS regulations. Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers approved by IRS are required to obtain CE credits. CPE credits are required for CPAs. We are approved by NASBA and IRS for publishing webinars for CPE and/or CE credits. Not all webinars qualify for CPE and CE credits. Therefore, each webinar mentions how many CPE and/or CE credits is it eligible for.

To earn your CPE credits, you need to fulfill the attendance requirements laid down by NASBA. The guidelines state that the participant is required to remain logged into the webinar as per the NASBA minimum time requirements and answer all the poll questions. Only when both the conditions are fulfilled does a participant become eligible for the CPE credits. The following table contains the NASBA Minimum time requirements and no. of polling questions that need to be answered for available CPE credit. Kindly note that you will be required to complete an evaluation form before receiving your CPE credits:

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I attended a webinar but it shows in the ‘Did not Attend’ section.

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NASBA Fields of Study

myCPE is in compliance with NASBA’s latest guide on the CPE fields of study. All CPE-approved webinars on myCPE are approved by NASBA. We recommend checking with your State Board as it has the final authority on the approval of courses for CPE credit. An explanation of the changes to the Fields of Study is available at www.nasbaregistry.org

State CPE Requirements

As the state CPE requirements vary from state to state, we recommend CPAs to follow their state requirements. click here to find out about the CPE requirements.

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Free CPE for CPAs | 12 Tips to Reduce Taxes for you Clients

4.6 (545)

Jason Dinesen, EA, LPA

Dinesen Tax & Accounting, P.C.

Friday, March 12, 2021 | 11:30 AM EDT

AFSP
CFP
CPA
EA
Tax Preparer
CPA/PFS
CTEC
CFE

Completed View More Webinars

1 Credit

FREE

Subject Area

Taxes

Completed

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00231-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0239)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) of Personal Financial Planning Process for PFSs

1 CE credit of Tax Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290005)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00231-20-O)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00231-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

managing remote staff: best practices

Jul 23, 2021 | 01:00 PM EDT View Details

how to make it easy for clients to work with your accounting firm

Jul 23, 2021 | 01:00 PM EDT View Details

quickbooks online for accountants work centre - managing you practice

(2)

Jul 23, 2021 | 01:30 PM EDT View Details

identifying leases under the new asc 842

(1)

Jul 23, 2021 | 01:30 PM EDT View Details

clarity practice management: demo for public accountants and tax preparers

Jul 23, 2021 | 02:00 PM EDT View Details

xbrl and compliance with sarbanes-oxley

Jul 23, 2021 | 02:30 PM EDT View Details

business activity taxes – where are businesses and their owners required to file and pay state income taxes?

(16)

Jul 23, 2021 | 03:00 PM EDT View Details

why you should care about the cares act

(40)

Jul 23, 2021 | 03:00 PM EDT View Details

critical impact of the secure & cares acts on your clients retirement and estate plans (latest 2021)

Jul 23, 2021 | 03:00 PM EDT View Details

savvy social security planning: all you need to know about social security claiming strategies

(101)

Jul 23, 2021 | 03:30 PM EDT View Details

circular 230 ethics (latest)

(151)

Jul 23, 2021 | 03:30 PM EDT View Details

everything you need to know about partnerships

(2)

Jul 26, 2021 | 09:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(7)

Jul 26, 2021 | 09:00 AM EDT View Details

sox internal controls for inventory

Jul 26, 2021 | 09:30 AM EDT View Details

basic concepts of fixed asset accounting

(1)

Jul 26, 2021 | 09:30 AM EDT View Details

Course Description

We know you’re already well aware of the fact that there are significant changes made to the tax code on an annual basis. You’re also familiar with how detailed these new regulations can be, and how challenging it sometimes is to commit them to memory or to even make sense of them in the first place.

With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This webinar presents the most important income tax planning ideas for your clients which you need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client.

This interactive 1 CPE/CE credit course will provide you several planning ideas that can be implemented, including:

HSA’s and HRA’s to reduce medical costs
Use of the new version of Kiddie Tax
IRS agents’ hit list including Meals & Travel
Like-Kind Exchanges – IRC 1031 – The Best Tax Shelter ever
IRC 121 – Exclusion of gain on sale of personal residences
Medical Dependents – A missed opportunity to save families money
Reasonable compensation – Save Payroll Taxes while generating QBI deductions
Understanding IRC 754 to avoid malpractice

Learning Objectives

To learn and consider some popular tax planning techniques & ideas.
To learn how to reduce taxes using legal and tested methods
How to convince clients to consult their professionals to avoid missing tax saving opportunities
To work with other professional to design tax savings transactions
To Identify areas where tax reform may have a more significant impact for individuals and businesses

Who Should Attend?

Accounting Firm
Accounting Managers
Bookkeeper
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Enrolled Agent
Entrepreneurial CPA
Tax Accountant (Industry)
Tax Attorney
Tax Director (Industry)
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Young CPA

Testimonial

Array
(
    [no_of_record] => 545
    [average] => 4.6220
)

4.6

(545)

67%

29%

Pamela Sivula, CPA Student, Others

Feb 9th 2021

This was fantastic! I look forward to more tax-shelter discussions and similar. Tax and retirement planning is a strong personal interest of mine (and I've passed all four section of the CPA exam), and this session was exactly what I had hoped it would be! Tax is not a part of day-to-day finance responsibility at work, though, which is why the "in my job" ratings are neutral. I will use this info personally, but not as part of my at-work role.

Aleli Barrera, CRTP

Feb 17th, 2021

I couldn't think of any improvement needed. The program is very effective in all aspects...knowledge and presentation skills of the instructor including handout materials are perfect!

Nadine Ghazzawi, CPA

Jun 14th, 2021

best CPE quality

William Tamayo, EA

Mar 26th, 2021

Great presentation!!

David Schneider, ACCT/BK

Mar 26th, 2021

n/a

Qunfang Luo, CPA

Mar 26th, 2021

Great presentation.

12 Tips to Reduce Taxes for you Clients

Subject Area

Taxes

Webinar Qualifies For

Upcoming Webinars

Course Description

Learning Objectives

Who Should Attend?

Additional details

NASBA APPROVED

IRS APPROVED

CTEC APPROVED

About Presenter

Jason Dinesen, EA, LPA

About Company

Dinesen Tax & Accounting, P.C.

FAQ

Refund/Cancellation Policy

Testimonial

4.6