Children Of All Ages: Comprehensive Planning Techniques

  • Accountant
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • MRTP
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CFIRS
  • CWS

Published: July, 2020

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Who are the Children of Today?
    2 mins
  • Form 8332
    11 mins
  • Definition of a Qualified Child
    16 mins
  • Support Test
    20 mins
  • Child Tax Credit
    28 mins
  • Earned Income Credit
    44 mins
  • American Opportunity Credit
    54 mins
  • Lifetime Learning Credit
    61 mins
  • Education Credits
    63 mins
  • Student Loans
    65 mins
  • Adoption Credit
    67 mins
  • Health Insurance
    100 mins

Course Description

Federal and state governments may grant tax credits to promote specific behaviors that the government deems important. Such credits may be refundable, nonrefundable, or partially refundable. Despite being partially refundable, tax credit related to children has a lot of nitty-gritty relevant in specific cases. This online CPE webinar on Taxes will focus on how comprehensive planning techniques for tax credits related to children in light of the Tax Cuts and Jobs Act.

There can be innumerable scenarios and technicalities that govern tax credit related to a child. Though most clients are not aware of how sharing this technical information can provide them a tax credit advantage. For instance, many clients are unsure of how to navigate dependency exemptions due to foreseen and unforeseen changes in their lives. What are clients’ options when they marry a person who has children from a prior relationship? What happens should those parents then divorce? Can the stepparent still claim the children as dependents? And if not, what options are available to the stepparent instead?

This Online CPE/CE webinar on Taxes covers the following Key Aspects:

  • Identifying children of today
  • Definition of a Qualified Child
  • Support Test
  • Various credits and what benefits they can provide

This Online Continuing Education program on Tax Credit provides practitioners with the latest and most up-to-date rules to assist clients in navigating the entities that affect child dependency, the factors that influence those entities, and planning techniques so each parent is prepared for tax season.

Learning Objectives

  • To explore the list of new tax guidelines and identify the related factors as they pertain to child dependency laws
  • To discuss options the parents, have regarding claiming dependents
  • To recognize the most beneficial courses of action when filing

Recommended For

  • This Online CPE/Ce webinar on Taxes is recommended for CPA, PFS, CFIRS, and Other Accounting, Tax, and Finance Professionals who desire to help their clients with tax credits related to children.

    Who Should Attend?

    • CPA (Industry)
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Enrolled Agent
    • Entrepreneurial Accountant
    • Entrepreneurial CPA
    • Tax Accountant (Industry)
    • Tax Director (Industry)
    • Tax Firm
    • Tax Managers
    • Tax Practitioners
    • Tax Preparer
    • Tax Pros
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 2 CE Credit of Taxes for Annual Filing Season Program (AFSP)
    • 2 CE Credit for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0207)
    • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 2 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00196-20-S)
    • 2 CE Credit for Oregon Registered Tax Preparers (ORTP)
    • 2 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
    • 2 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00196-20-S)
    • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 2 CE Credit for Certified Wealth Strategist (CWS)
    • 2 General Credit for Accountant/Bookeeper
    • 2 CPE Credit for Certified Government Financial Manager (CGFM)
    • 2 CPE Credit for Chartered Financial Consultant (ChFC)
    • 2 CPE Credit for Financial Services Certified Professional (FSCP)
    • 2 CPE Credit for Chartered Advisor in Senior Living (CASL)
    • 2 CPE Credit for Chartered Special Needs Consultant (ChSNC)
    • 2 CPE Credit for Retirement Income Certified Professional (RICP)
    • 2 CPE Credit for Wealth Management Certified Professional (WMCP)

    Additional details

    • Course Level :
      Basic
    • Credits :
      2
    • Instructional Method :
      QAS Self Study
    • 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 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.

    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 through its website: www.NASBARegistry.org.

    CTEC APPROVED

    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 www.ctec.org.

    Presenter

    About Presenter

    Shelli Huston, CPA, MS

    Owner, Werner-Rocca Seminars. Ltd

    Shelli Huston is an Oregon native. She attended Warner Pacific College where she received a Bachelors in Business with an Emphasis in Accounting. After obtaining her CPA's license, she continued on to Golden Gate University where she received her Master's Degree in Taxation.

    Shelli worked in a small tax firm for many years. In 2006, she opened up her own tax and accounting firm. She has watched her business grow and expand to include teaching and writing. Shelli has over 20 years of experience in personal, business, estate, trust, and gift taxation, as well as QuickBooks and payroll. She enjoys working with clients of all types and small businesses, especially new businesses.

    Shelli is passionate about the importance of being the best professionals we can be. This profession comes with an inherent integrity that takes work to uphold. Through her participation in education, she is excited to assist in upholding the professionalism of the accounting and tax profession.

    About Company

    Werner-Rocca Seminars. Ltd

    www.werner-rocca.com/

    Werner-Rocca Seminars, Ltd., is the premier company in the United States providing Continuing Professional Education to CPAs and other financial professionals.  Specializing in the areas of Estate Planning, Financial Planning, Asset Protection Planning, Retirement and Fringe Benefit Planning, and Tax Planning, Werner-Rocca Seminars provides "Cutting-Edge CPE"​ training in many different educational formats.  These formats include live seminars, video streaming through the internet, and self-study.


    Faq

    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.
    • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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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.
    • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

    Ratings and Review

    4.6

    8 Ratings

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    CS

    Camille Soriano, Accountant

    Jul 6th, 2022

    It's good.

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