2021-LFP16 Life Cycle Planning Ep16: Dependency
Video Self-Study (QAS)
Course Length: Approximately 1 hour and 20 minutes
Field(s) of Study:
Taxation (2.0 NASBA CPE Credits)
Fundamental and current tax law (2.0 CFP CE Credits)
Federal Tax (2.0 IRS EA CE credits)
Course Level: Intermediate
Who should attend: Tax practitioners who deal with complex family and dependency situations
Required Knowledge: Working knowledge of individual tax concepts
Advanced Prep: None
Expiration Date: Earlier of 8/01/2022 or 1 year from your purchase date
Determining dependency is normally straight-forward in most situations. However, with the changing family dynamic in more current times, practitioners are more often facing unique living and social situations from their clients. In these unique circumstances, determining who is a dependent and who isn’t can be difficult. Through true to life discussion questions and plain English explanations of code sections, this course explores the modern idea of dependency after the Tax Cuts & Jobs Act (TCJA).
Identify changes to the personal exemption
Indicate which tax credits are affected by dependency
Recognize the different types of dependents and the qualification tests for each type
Recall the rules for claiming a Qualifying Child in the instance where more than taxpayer may be eligible to claim the dependent
Determine which taxpayers are able to claim a Qualifying Relative in the case of a multiple support agreement
David Peters
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Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera are not affiliated. Carroll Financial and Cetera are under separate ownership from any other named entity.
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