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Individual Tax Update (Latest)

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CFP (CA)

Published: December, 2021

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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

  • Here we start with BBB (Build Back Batter)
    2 mins
  • Editorial commentary
    15 mins
  • Form 8812
    24 mins
  • Unemployment exclusion
    32 mins
  • What is a restaurant
    48 mins
  • The 1099-K problem
    66 mins
  • Speaking of FBARs
    79 mins

Course Description

Tax laws are constantly changing. Tax and financial professionals need to stay current to understand the impact of these changes and to minimize taxes. This practical Tax CPE webinar for CPAs and Tax Professionals provides a comprehensive update and an instant working knowledge of all key tax provisions. This online CPE webinar covers all the aspects with regard to taxation and the latest developments in tax laws. It includes basic formulas and methods that how the income tax is calculated. Further, there are deductions available for individual tax clients which helps to minimize the tax burden of your clients. You will come to know the latest amendments from this CE course and enhance your knowledge to serve best to your individual tax clients.

Major topics covered in this online CPE/CE webinar are:

  • Essentials of Income Taxation
  • Basic Formulas for calculating Income tax
  • Various types of tax years
  • Identification of income and deduction with examples
  • Incomes and Exclusions
  • Factors affecting and determining filing status
  • General tax concepts
  • Estimated Payments
  • Credits

Learning Objectives

  • To recognize how the federal income tax differs from other types of federal taxes.
  • To describe the process of computation of taxes for an individual.
  • To identify the differences in the tax for ordinary income, capital gains, and qualified dividend income.
  • To discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
  • To identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return.

Recommended For

  • This online IRS-approved CE course is recommended for CPAs, EAs, AFSPs, and Other Tax Professionals desiring to update themselves with the latest tax laws for individual clients.
  • This online CPE course is recommended for CFPs, PFS and Other Finance Professionals engaged in tax planning for their individual clients.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial CPA
  • Financial Planner
  • Personal Financial Specialist (PFS)
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CE Credit for Tax Professionals (Approval No. GEHNZ-U-00455-21-S)
  • 2 CPD Credit for Personal Financial Specialist (PFS)
  • 2 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-U-00455-21-S)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 CE Credit for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0455)
  • 2 CE Credit for Annual Filing Season Program (AFSP)
  • 2 CE Credit for Certified Financial Planners Canada (CFP Canada) (Approval No. 298685)

Presenter

About Presenter

Jason Dinesen, EA, LPA

President Dinesen Tax & Accounting, P.C.

Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. 

Dinesen is a regular CPE Presenter at myCPE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics.  Jason has developed a strong following within the professional community for tax-related subjects. 

Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

About Company

Dinesen Tax & Accounting, P.C.

www.dinesentax.com

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.

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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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the 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.
  • 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.