Filing Status, Tax Consequences of Marriage, Dependents, the Child Tax Credit and EITC WEBCAST

Thursday, January 20 8:00am - 11:30am PST

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4.0 Credits

Member Price $158.00

Non-Member Price $183.00

Overview

This course covers critical topics that are the bedrock of individual tax practice. The course includes major revisions to the Child Tax Credit and EITC made by the American Rescue Plan Act of 2021 (ARPA).

Highlights

Filing status, including head of household status. The Child Tax Credit (updated for the American Rescue Plan Act of 2021). Transferring the Child Tax Credit between ex-spouses to maximize savings.

Prerequisites

None.

Designed For

CPAs and CPA aspirants in public practice and tax staff in private practice who have a some experience with tax depreciation.

Objectives

Identify ways to maximize the Child Tax Credit in cases of divorced or unmarried taxpayers. Compute the Earned Income Tax credit. Determine the best filing status for married taxpayers (including identifying when a married taxpayer qualifies to utilize Head of Household status).

Preparation

None.

Notice

None.

Leader(s):

Leaders

George Koutelieris

4.93 stars out of 5

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

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Gregory White

4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

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Non-Member Price $183.00

Member Price $158.00