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Best Overview on Individual Tax Updates Latest (Basic)

  • Accountant
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • EA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Individual tax is one of the most productive and income-generating subjects for tax practitioners. Though there are specifics available for each individual topic in Individual tax, there is a requirement for the best overview of the update periodically. 

Qualified EA, LPA, and Advisor Mr. Jason Dinesen provides us a birds-eye view with a special focus on individual tax updates, comprehensive planning techniques for children of all ages, latest guidance on taxes for cryptocurrency and digital assets, section 199A updates, the latest update on educational tax credits, and key tips to reduce taxes for your clients in this comprehensive self-study CPE webinar.

Divided into sessions, this course covers a huge amount of information that can prove to be very useful for tax professionals. It provides a comprehensive view of the update and working knowledge of some of the key tax provisions. In light of the Tax Cuts and Jobs Act, the course offers planning opportunities for child tax credits. It especially answers some of the important questions such as - What options are available for a client who marries a person with children from a prior relationship(s)? Options available for claiming child tax credits for the stepparents et. al. Cryptocurrency and its tax updates covered in the course provide up-to-date training you need to add crypto tax preparation to your practice.

This IRS-approved online Tax Course helps you answer the most common deductions that clients generally inquire about. It assists you in properly determining these deductions, and recognizing what can be the best advice to take the advantage of the best possible deductions. It helps in exploring the change in the law, guidance, rules, and regulations to support your understanding and strengthen your practice.

This CPE/CE webinar will explore different scenarios involved when calculating the IRC 199A deduction. It will also look at different ways practitioners and taxpayers can protect themselves from some of the grey areas involved with the 199A deduction. The course also explores the opportunities through new information and requirements pertaining to claiming qualified business income deductions.

This Tax course covers the American Opportunity Credit, Lifetime Learning Credit, tuition, and fees deductions, 529 College Savings Plans, and the interaction between all these tax benefits. This in-depth coverage of the subject is not only providing an important understanding of the tax code but also helps the planning opportunities for the clients and avoids potential potholes ensuring better client servicing.

This IRS Approved Webinar covers the following Key Topics:

  • Essentials of Income Taxation, Basic Formulas for calculating Income tax; Incomes, and Exclusions
  • Identification of income and deduction with examples
  • Factors affecting and determining filing status
  • General tax concepts, Estimated Payments, and Credits Tax rules as they pertain to claiming children as dependents in varying degrees of life circumstances i.e., birth children, adopted children, and stepchildren
  • The factors that affect dependency such as divorce and issues of custody
  • Options available to parents when they are unable to continue claiming children as dependents as a result of divorce
  • The definition of a qualified child and learning the 5 tests of qualifications
  • What are blockchain and cryptocurrency? 
  • How to treat the tax returns of your clients who are active in the cryptocurrency market?
  • How the U.S. federal tax system treats common property dispositions and how those rules relate to analog in cryptocurrency.
  • Refreshers on educational tax credits, deductions, and other benefits
  • Basic and complicated calculations
  • Maximizing tax credits and 529 plans
  • Student loan interest, dealing with scholarships, and Potholes associated with scholarships and loans and dependency exemptions
  • Planning and decision making

Learning Objectives

  • To identify different income and deductions with examples.
  • To list new tax guidelines and identify the related factors as they pertain to child dependency laws.
  • To recognize how blockchain technology works, why it is important and how it differs from existing technology.
  • To recognize the tax ramifications of crypto transactions (Investors, miners, Payer/Payee, Like-Kind Exchange, Charitable Contributions & Initial Coin Offerings).
  • To recall the application of new tax law to the different deductions that clients would enjoy in the past.

Recommended For

  • This CPE/ CE webinar is suitable for any CPA Tax Professional or Staff Involved in the preparation or review of Individual Tax Returns or in providing Financial Planning Guidance
  • This IRS-Approved CE course is beneficial for EAs, AFSPs, Tax Practitioners, and Other Tax Professionals desiring to have a comprehensive overview of individual tax updates.

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • California Registered Tax Professional
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 8 CE Credit of Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00289-20-O)
  • 8 CE Credit of Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00289-20-O)
  • 8 CE Credit of Federal Tax Law Update for Annual Filing Season Program (AFSP)
  • 8 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 8 CE Credit of Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00289-20-O)
  • 8 CPD Credit of General income tax planning for Personal Financial Specialist (PFS)
  • 8 CE Credit of Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0297)
  • 8 CPE Credit of Taxes for Chartered Financial Consultant (ChFC)
  • 8 CPE Credit of Taxes for Financial Services Certified Professional (FSCP)
  • 8 CPE Credit of Taxes for Chartered Advisor in Senior Living (CASL)
  • 8 CPE Credit of Taxes for Chartered Special Needs Consultant (ChSNC)
  • 8 CPE Credit of Taxes for Retirement Income Certified Professional (RICP)
  • 8 CPE Credit of Taxes for Wealth Management Certified Professional (WMCP)
  • 8 CPE Credit of Taxes for Certified Government Financial Manager (CGFM)
  • 8 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
  • Advance Preparation :


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 maintenance 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.


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 through its website:


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at


About Presenter

Jason Dinesen, EA, LPA

President, Dinesen Tax & Accounting, P.C.

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 always had a knack for radio shows and has and regularly features as an anchor for Radio Iowa. To reinvent this aptitude, he has recently started his own series of podcasts on myCPE ‘The Jason Show’, an edutainment podcast series that also provides continuing credits to the listeners.

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. 

About Company

Dinesen Tax & Accounting, P.C.

Unlike some other accounting firms, when Dinesen Tax & Accounting, P.C. says we offer personal service, we mean it. When you come to us with your tax preparation needs, you’ll deal directly with our owner and president, Jason Dinesen. We don’t put administrative staff in the middle of you and our tax expert. That means you’ll always have first-hand knowledge of where things stand, and important information won’t slip through the cracks. We welcome all clients, but especially individuals who want the benefits of a long-term relationship with an accounting firm capable of handling anything that might come along with their taxes. We give all our clients the time, attention, and convenience they should expect. If you have a challenging professional or personal schedule, Jason will accommodate you by meeting whenever – and wherever – works best for you.


FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review


384 Ratings



Very Good









Anthony A Tomash, EA

Dec 17th, 2021

My core business is financial advisory and tax compliments this nicely. I recently became an EA and have filed returns the last three years through a business relationship with a friend. This presentation was excellent for people like me who predominantly file personal returns only. The slide decks are useful reference tools I will revisit and the presenters were excellent. Top notch! Thank you


Arrianne Scott, CPA (US)

Mar 8th, 2022

Jason has quickly become my favorite MyCPE presenter. His voice and tone keep things interesting and he doesn't dwell on any one thing too long. Always a great session!


Ruby Gonzalez, Accountant

Jan 31st, 2021

I am happy I found this company that offers so many options for courses. This webinar was amazing. I enjoyed and updated me on the basic new tax updates.


Elizabeth Penm