Dependency Detectives 2 Credits 2 Credits
Are you ready to become a master detective of the tax world? Join us on a journey through the complex web of tax dependency rules in 'Dependency Detectives'
In this CE Tax Course, we will take a deep dive into the complexities of determining dependents for tax purposes in the United States. We will cover the fundamental aspects of dependents, such as what qualifies an individual as a "Qualifying Child" or "Qualifying Relative," emphasizing factors like relationships, age, residency, and financial support. With engaging content and references to popular fictional detectives like Sherlock Holmes, the webinar makes learning about tax dependency rules an intriguing experience.
Further, we will delve into various tax credits and deductions available to taxpayers based on their dependent status, including the Child Tax Credit, Earned Income Tax Credit (EITC), Child and Dependent Care Credit, and American Opportunity Tax Credit. We will provide insights into the eligibility criteria, income thresholds, and recent changes in these credits. The webinar also emphasizes the importance of due diligence for tax professionals, as overlooking details can lead to penalties.
Overall, this webinar equips tax professionals and individuals alike with a comprehensive understanding of tax dependency rules and their financial implications, ensuring they can navigate the tax landscape with confidence and accuracy.
Don't miss this opportunity to enhance your knowledge of tax dependency rules and leverage the financial benefits they offer. Join us for "Dependency Detectives" with Shannon Hall, and become a true detective of the tax world!
Major topics included:
| 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-01681-23-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01336) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01681-23-O) | 2 CE | Approved |
| Taxes for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01681-23-O) | 2 CE | Approved |
| Taxes for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01681-23-O) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2 CE | 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-01681-23-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01336) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01681-23-O) | 2 CE | Approved |
| Taxes for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-01681-23-O) | 2 CE | Approved |
| Taxes for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01681-23-O) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.
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.
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.
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.
RM
On a scale of 1 to 5 Shannon was definitely 1 10! Great presentation, great material, great knowledge, nicely dressed, good video background. Her presentation should be shown to a number of your other presenters so they could see how a great presentation should be performed.
KK
It was a very good webinar which went fast and had lots of good info in it. But I wish it would have been updated for the end of 2022 as it was done in 2021 it appeared.
May 12, 09:00 AM ET
May 12, 09:00 AM ET
-1687862709.webp "Healthcare in Retirement - Retirement University Workshop 1")
May 12, 10:00 AM ET
May 12, 10:00 AM ET
May 12, 10:00 AM ET
May 12, 10:00 AM ET
Inclusions
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
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.
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