2023 September Solutions Room: Kiddie Tax
Course Description
Kiddie
Tax:
We
will discuss the basics of kiddie tax, who pays it, the options for filing, and
why we have it. Then we will go over some examples.
Learning Objectives
- Define kiddie tax is and explain why it was created
- Describe the two options for filing — form 8615 versus form 8814
- Illustrate with examples
Presenters
Beth
Logan, EA
Beth Logan, EA, is the owner of Kozlog Tax Advisers. Her business provides tax preparation, representation, tax advise, and business consulting for clients throughout the US and globally, focusing on Massachusetts. Logan became an Enrolled Agent in 2013 and has been a member and active participant in MaSEA and NAEA, including two years as MaSEA President and one year as NAEA Education Chair. She has presented many tax classes to Enrolled Agents and laypersons, written numerous articles, and written three books on taxes, including the latest, Divorce and Taxes After Tax Reform . She has two electrical engineering degrees from Georgia Institute of Technology and an MBA from University of Maryland, College Park.
Beth Logan, EA, is the owner of Kozlog Tax Advisers. Her business provides tax preparation, representation, tax advise, and business consulting for clients throughout the US and globally, focusing on Massachusetts. Logan became an Enrolled Agent in 2013 and has been a member and active participant in MaSEA and NAEA, including two years as MaSEA President and one year as NAEA Education Chair. She has presented many tax classes to Enrolled Agents and laypersons, written numerous articles, and written three books on taxes, including the latest, Divorce and Taxes After Tax Reform . She has two electrical engineering degrees from Georgia Institute of Technology and an MBA from University of Maryland, College Park.
Continuing Education
This course qualifies for IRS and CTEC Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.