Date: April 29 , 2025  

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 120 minutes

Description:

Unlock the complexities of Child Tax Credit and Earned Income Credit (EIC) qualifications with our comprehensive webinar, “Child Tax Credit and Earned Income Credit.” As tax-related inquiries surge during tax season, tax preparers must expertly navigate the intricate rules governing these credits. This course provides an in-depth analysis of the 15 qualifying rules for the Earned Income Credit (EIC), supported by real-world case studies to ensure tax professionals can confidently handle diverse client scenarios.

Gain critical insights into the limitations of the EIC, including factors like filing status, adjusted gross income (AGI), and the number of dependents. Our CE Tax Course also dives deep into dependent qualification, covering key topics such as qualifying children, qualifying relatives, unique qualification rules, and income limitations. Learn how to identify income types that affect eligibility, enabling you to provide precise, compliant tax advice.

Explore the essentials of Form 8867, a vital tool for tax preparer compliance and due diligence, ensuring you meet all regulatory requirements while maximizing client benefits.

Major Topics:

• Earned Income Credit (EIC) Qualifying Rules
• EIC Limitations Based on AGI, Filing Status, and Dependents
• Form 8867: Ensuring Tax Preparer Compliance and Due Diligence
• Choosing the Right Filing Status to Maximize EIC Benefits
• Rules for Claiming Qualifying Children and Qualifying Relatives
• Tax Benefits for Different Types of Dependents

Learning Objectives :

• Master the Application of 15 Earned Income Credit (EIC) Qualifying Rules with confidence to ensure accurate client support.
• Understand EIC Limitations based on Adjusted Gross Income (AGI), filing status, and the number of dependents, and effectively communicate these factors to clients.
• Complete Form 8867 Accurately, ensuring tax preparer due diligence and compliance with IRS requirements.
• Select the Optimal Filing Status to maximize the Earned Income Credit (EIC) and enhance client tax benefits.
• Apply the Five Rules for Claiming a Qualifying Child and the Four Rules for Claiming a Qualifying Relative to ensure correct credit claims.
• Analyze Tax Benefits for Different Types of Dependents, optimizing strategies to secure the best possible tax outcomes for clients.

Join Jason Dinesen for this transformative learning experience and elevate your tax preparation expertise. Master the complexities of Earned Income and Child Tax Credits to confidently support your clients. Enroll today to become a highly skilled tax professional, ready to deliver exceptional guidance and maximize client tax benefits.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Jason Dinesen , 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 ONE. 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.