Family Tax Planning – Key Issues

Course Information

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Title: Family Tax Planning – Key Issues
Category: Taxation
Field of Study: Taxes
Course Code: T022-0114
CPE Credits: 24.0
Price: 119.95



This course provides a general overview of the key issues facing families, focusing on how federal taxation affects their current economic situation and their future plans. A wide range of topics include marital tax implications, children, education, retirement, estate planning and more. This course is designed to cover the most important topics that will have a direct impact on the financial planning for a family, today and tomorrow. The emphasis is on providing the tax practitioner with key tax solutions to help alleviate the economic concerns of most families.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

Course Details

Category: Taxation

Field of Study: Taxes

Passing Score: 70%

Technical Details: Taxes: Technical

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Course Learning Objectives Chapter 1: Basic Marital Tax Matters 1. Determine how filing status affects taxpayers’ filing requirements, standard deductions, and correct tax by: a. Specifying divorce tax implications and the requirements and effects of filing as married or unmarried; b. Identifying the requirements of filing a joint return and how to avoid being penalized; c. Recognizing the key elements of filing separate returns including what items to report and whether or not married taxpayers should file separate returns; and d. Identifying the requirements for filing as head of household and the tax advantages and disadvantages of this filing status. 2. Select the number of pre-2018 exemptions a client could have and state the impact said exemptions had by: a. Recognizing the former phaseout of exemptions showing its tax impact on taxpayers, identifying when exemptions could have been taken for spouses, and specifying prior reporting requirements for dependent exemptions; b. Citing the requirements for pr

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QAS: Yes

CPA: Suitable for all CPAs

IRS: IRS credit for Enrolled Agents.

Profession Identifiers: CPA, EA