Our system emails course materials automatically.
Please make sure to check your SPAM/Junk folder for your Course Materials.



Family Tax Planning 2021 - 2 CPE Credit Hours

Family Tax Planning 2021 - 2 CPE Credit Hours

Price per Unit (piece): $29.95

While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.

Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provided.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.

Field of Study: Taxes

Prerequisite: General understanding of federal income taxation.

Advanced Preparation: None

Learning Assignment & Objectives

As a result of studying the assigned materials, you should be able to meet the objectives listed below.

ASSIGNMENT

At the start of the materials, participants should identify the following topics for study:

* Filing status & exemptions

* Divorce costs

* Child, dependent care & adoption credits

* Education expenses, credits & deductions

* Medical costs

* Charitable contributions

* Casualty & theft losses

* Home sales & mortgage interest

* Property rights

* Elderly, disabled & estate planning

Learning Objectives

After reading the materials, participants will be able to:

1. Recognize the effect of marital status on filing status, identify the advisability of filing a joint return enlight of the innocent spouse rules, specify available exemptions, and determine the differences between deductible and nondeductible divorce costs(ques#1,2,3).

2. Identify the costs and fees that qualify for the tax credit for adoption expenses and for education credits, such as the HOPE credit, and cite the requirements for dependent care assistance and the contribution limits for Coverdell ESAs(ques#4,5,6,7).

3. Determine medical cost deductions available to individuals under §213, specify items qualifying as deductible §163 home mortgage interest, and recognize the taxation of §1041 interspousal transfers particularly as to property settlements(ques#8,9,10).

After studying the materials, answer the exam questions 1 to 10.


Customer Reviews:

There are yet no reviews for this product.
Please log in to write a review.


  • I have taken multiple courses from The CPE Discount Store.  They have great customer support and I received my certificate of completion on the same day.
    Bill P. - CPA - Richmond, New Hampshire
     
  • The CPE Discount Store offers a great selection of online CPE courses.   I was able to complete my course on my time frame which is a great way to take CPE.  Having the book as a reference for future work was also helpful.
    Tom N. - CPA - Longmont, CO
     
  • The CPE Discount Store course materials are very straight forward and easy to understand, I particularly like the website and customer follow up to my questions.
    Susan P. - CPA - San Diego, CA
     

  

1 Year CPE Subscription
4 STARS
Love the courses. Wish there was more selection!
Estate Taxes 2021 - 6 CPE Credit Hours
5 STARS
Great course
Texas: Professional Ethics, the Standards of Behavior for Texas
0 STARS
This has to be one of the most poorly written courses I have ever taken. There were typos, conflicting answers in the review questions, poorly-worded statements and questions. I\'ve taken many better ethics courses over the years. This course was a disappointment!
1040 Workshop 2021 - 30 CPE Credit Hours
5 STARS
EXCELLENT UPDATE FOR TAX PREPARATION

Website by Simple Power Designs - Template by Netzgeek