Course curriculum

    1. Tax Credits 2018 2019 - Family & Dependent Tax Credits Overview Think

      FREE PREVIEW

    2. Documents to Download for Reference

    1. 2 Earned Income Tax Credit

      FREE PREVIEW

    2. PDF - 205 Earned Income Credit (EIC) What is The Earned Income Credi

      FREE PREVIEW

    3. 205 Earned Income Credit (EIC) What is The Earned Income Credit

      FREE PREVIEW

    4. PDF - 207 Earned Income Credit (EIC) To Take The EIC Steps

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    5. 207 Earned Income Credit (EIC) To Take The EIC Steps

      FREE PREVIEW

    6. PDF - 210 Earned Income Credit (EIC) Can I claim the Earned Income Credit

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    7. 210 Earned Income Credit (EIC) Can I claim the Earned Income Credit

      FREE PREVIEW

    8. PDF - 217 Earned Income Credit (EIC) Do I have To Have A Child

      FREE PREVIEW

    9. 217 Earned Income Credit (EIC) Do I have To Have A Child

      FREE PREVIEW

    10. PDF - 219 Earned Income Credit (EIC) Help From IRS

    11. 219 Earned Income Credit (EIC) Help From IRS

    12. PDF - 220 Earned Income Credit (EIC) What is New

    13. 220 Earned Income Credit (EIC) What is New

    14. PDF - 223 Earned Income Credit (EIC) Rules for Everyone 7 Rules Overview

    15. 223 Earned Income Credit (EIC) Rules for Everyone 7 Rules Overview

    16. PDF - 226 Earned Income Credit (EIC) Adjusted Gross Income (AGI) Limits

    17. 226 Earned Income Credit (EIC) Adjusted Gross Income (AGI) Limits

    18. PDF - 229 Earned Income Credit (EIC) Must Have Valid Social Security Number

    19. 229 Earned Income Credit (EIC) Must Have Valid Social Security Number

    20. PDF - 232 Earned Income Credit (EIC) Filing Status Cannot be Married Filing Sparely MFS

    21. 232 Earned Income Credit (EIC) Filing Status Cannot be Married Filing Sparely MFS

    22. PDF - 235 Earned Income Credit (EIC) Must Be A US Citizen or Resident Alien All Year

    23. 235 Earned Income Credit (EIC) Must Be A US Citizen or Resident Alien All Year

    24. PDF - 238 Earned Income Credit (EIC) Cannot File Form 2555 Or Form 2555-EZ

    25. 238 Earned Income Credit (EIC) Cannot File Form 2555 Or Form 2555-EZ

    26. PDF - 241 Earned Income Credit (EIC) Investment Income Must Be 3,500 or Less

    27. 241 Earned Income Credit (EIC) Investment Income Must Be 3,500 or Less

    28. PDF - 245 Earned Income Credit (EIC) Must Have Earned Income

    29. 245 Earned Income Credit (EIC) Must Have Earned Income

    30. PDF - 248 Earned Income Credit (EIC) Rules If You Have A Qualifying Child

    31. 248 Earned Income Credit (EIC) Rules If You Have A Qualifying Child

    32. PDF - 251 Earned Income Credit (EIC) Special Instructions—EIC Worksheets

    33. 251 Earned Income Credit (EIC) Special Instructions—EIC Worksheets

    34. PDF - 252 Earned Income Credit (EIC) Your Child Must Meet the Relationship, Age, Residency, and Joint Retu

    35. 252 Earned Income Credit (EIC) Your Child Must Meet the Relationship, Age, Residency, and Joint Retu

    36. PDF - 253 Earned Income Credit (EIC) Relationship Test

    37. 253 Earned Income Credit (EIC) Relationship Test

    38. PDF - 254 Earned Income Credit (EIC) Schedule EIC

    39. 254 Earned Income Credit (EIC) Schedule EIC

    40. PDF - 256 Earned Income Credit (EIC) Age Test

    41. 256 Earned Income Credit (EIC) Age Test

    42. PDF - 258 Earned Income Credit (EIC) Residency Test

    43. 258 Earned Income Credit (EIC) Residency Test

    44. PDF - 259 Earned Income Credit (EIC) Joint Return Test

    45. 259 Earned Income Credit (EIC) Joint Return Test

    46. PDF - 260 Earned Income Credit (EIC) EIC Eligibility Checklist

    47. 260 Earned Income Credit (EIC) EIC Eligibility Checklist

    48. PDF - 266 Earned Income Credit (EIC) Qualifying Child Cannot Be Used

    49. 266 Earned Income Credit (EIC) Qualifying Child Cannot Be Used by More Than One Person to Claim EIC

    50. PDF - 287 Earned Income Credit (EIC) 2018 Earned Income Credit (EIC) Table

    51. 287 Earned Income Credit (EIC) 2018 Earned Income Credit (EIC) Table

    52. PDF - 289 Tax Software Example Earned Income Credit EIC Income Level Tests HOH One Child

    53. 289 Tax Software Example Earned Income Credit EIC Income Level Tests HOH One Child

    54. PDF - 291 Tax Software Example Earned Income Credit EIC Income Level Tests HOH Two Child

    55. 291 Tax Software Example Earned Income Credit EIC Income Level Tests HOH Two Child

    56. PDF - 292 Tax Software Example Earned Income Credit EIC Income Level Tests HOH Three Child

    57. 292 Tax Software Example Earned Income Credit EIC Income Level Tests HOH Three Child

    58. 293 Tax Software Example Earned Income Credit EIC Income Level Tests MFJ

    59. 293 Tax Software Example Earned Income Credit (EIC) Married Divorce Scenarios Even Income Split

    60. 294 Tax Software Example Earned Income Credit (EIC) Married Divorce Scenarios Uneven Income Split

    61. Accounting Comic Break

    1. 3 Child Tax Credit

      FREE PREVIEW

    2. Documents to Download for Reference

    3. PDF - 425 Child Tax Credit What’s New

    4. 425 Child Tax Credit What’s New

    5. PDF - 430 Child Tax Credit Amount of Credit

    6. 430 Child Tax Credit Amount of Credit

    7. PDF - 435 Tax Software Child Tax Credit Tax Software Simple Example

    8. 435 Tax Software Child Tax Credit Tax Software Simple Example

    9. PDF - 437 Software Example Simple Wage Limits

    10. 437 Software Example Simple Wage Limits

    11. PDF - 440 Child Tax Credit Improper Claims

    12. 440 Child Tax Credit Improper Claims

    13. PDF - 445 Child Tax Credit Qualified Child

    14. 445 Child Tax Credit Qualified Child

    15. PDF - 450 Tax Software Child Tax Credit Qualified Child

    16. 450 Tax Software Child Tax Credit Qualified Child

    17. PDF - 455 Child Tax Credit How To Claim

    18. 455 Child Tax Credit How To Claim

    19. PDF - 460 Child Tax Credit Additional Child Tax Credit

    20. 460 Child Tax Credit Additional Child Tax Credit

    21. PDF - 462 Tax Software Child Tax Credit Additional Child Tax Credit

    22. 462 Tax Software Child Tax Credit Additional Child Tax Credit

    23. PDF - 465 Child Tax Credit Worksheet

    24. 465 Child Tax Credit Worksheet

    25. PDF - 470 Child Tax Credit How to Get Help

    26. 470 Child Tax Credit How to Get Help

    27. PDF - 480 Child Tax Credit Questioner

    28. 480 Child Tax Credit Questioner

    29. PDF - 485 Child Tax Credit Adopted Child

    30. 485 Child Tax Credit Adopted Child

    31. PDF - 490 Child Tax Credit Adopted Child

    32. 490 Child Tax Credit Adopted Child

    33. PDF - 492 Child Tax Credit Qualifying child of more than one person

    34. 492 Child Tax Credit Qualifying child of more than one person

    35. PDF - 493 Tax Software Child Tax Credit Married Divorced Even Income

    36. 493 Tax Software Child Tax Credit Married Divorced Even Income

    37. PDF - 494 Tax Software Child Tax Credit Married Divorced Uneven Income

    38. 494 Tax Software Child Tax Credit Married Divorced Uneven Income

    39. Accounting Comic Break

    1. 4 Other Dependents Credit

      FREE PREVIEW

    2. Documents to Download for Reference

    3. PDF - 505 Credit for Other Dependents (ODC)

    4. 505 Credit for Other Dependents (ODC)

    5. PDF - 508 Qualifying Person for Credit for Other Dependents (ODC)

    6. 508 Qualifying Person for Credit for Other Dependents (ODC)

    7. PDF - 516 Dependents

    8. 516 Dependents

    9. PDF -520 Dependent Taxpayer Test

    10. 520 Dependent Taxpayer Test

    11. PDF - 523 Joint Return Test

    12. 523 Joint Return Test

    13. PDF - 524 Citizen or Resident Test

    14. 524 Citizen or Resident Test

    15. PDF - 526 Qualifying Relative

    16. 526 Qualifying Relative

    17. PDF - 529 Not a Qualifying Child Test

    18. 529 Not a Qualifying Child Test

    19. PDF - 532 Member of Household or Relationship Test

    20. 532 Member of Household or Relationship Test

    21. 536 Gross Income Test

    22. 539 Support Test (To Be a Qualifying Relative)

    23. Accounting Comic Break

    1. 5 Child & Dependent Care Credit

      FREE PREVIEW

    2. Documents to Download for Reference

    3. PDF - 705 Can I Claim The Credit

    4. 705 Can I Claim The Credit

    5. PDF - 710 Who is a Qualifying Person

    6. 710 Who is a Qualifying Person

    7. PDF - 712 Tax Software Who is a Qualifying Person

    8. 712 Tax Software Who is a Qualifying Person

    9. PDF - 715 You Must Have Earned Income

    10. 715 You Must Have Earned Income

    11. PDF - 717 Tax Software You Must Have Earned Income

    12. 717 Tax Software You Must Have Earned Income

    13. PDF - 720 Flow Chart Can You Claim The Credit

    14. 720 Flow Chart Can You Claim The Credit

    15. PDF - 723 Are These Work-Related Expenses

    16. 723 Are These Work-Related Expenses

    17. PDF - 726 Care of Qualifying Person

    18. 726 Care of Qualifying Person

    19. PDF - 729 Household Services

    20. 729 Household Services

    21. PDF - 732 What’s Your Filing Status

    22. 732 What’s Your Filing Status

    23. PDF - 735 Care Provider Identification Test

    24. 735 Care Provider Identification Test

    25. PDF - 738 How To Figure the Credit

    26. 738 How To Figure the Credit

    27. PDF - 741 Earned Income Limit

    28. 741 Earned Income Limit

    29. PDF - 744 Dollar Limit

    30. 744 Dollar Limit

    31. PDF - 749 Reduced Dollar Limit

    32. 749 Reduced Dollar Limit

    33. PDF - 752 Amount of Credit

    34. 752 Amount of Credit

    35. PDF - 755 How to Claim the Credit

    36. 755 How to Claim the Credit

    37. PDF - 758 Household Employees

    38. 758 Household Employees

    39. PDF - 760 Tax Software For 2441 Examples

    40. 760 Tax Software For 2441 Examples

    41. Accounting Comic Break

    1. 6 Credit for Elderly or the Disabled

    2. Documents to Download for Reference

    3. PDF - 905 Are You Eligible for the Credit

    4. 905 Are You Eligible for the Credit

    5. PDF - 908 Qualified Individual

    6. 908 Qualified Individual

    7. PDF - 911 U.S. Citizen or Resident Alien

    8. 911 U.S. Citizen or Resident Alien

    9. PDF - 914 Married Persons

    10. 914 Married Persons

    11. PDF - 917 Under Age 65

    12. 917 Under Age 65

    13. PDF - 921 Income Limits

    14. 921 Income Limits

    15. PDF - 927 Tax Software Example of Sch R Calculation

    16. 927 Tax Software Example of Sch R Calculation

    17. Accounting Comic Break

About this course

  • $20.00
  • 200 lessons
  • 14 hours of video content

Pricing options

Explain how different pricing options might be valuable to different segments of your audience.

Description

Family & dependent tax credits in 2018 including the earned income tax credit, child tax credit, child & dependent care tax credit, other dependents tax credit, credit for elderly or the disabled, and adoption tax credit.

This course will provide a detailed look at these tax credits, including a discussion of the amount of the tax credits and the qualifications to take the tax credits.

We will use tax software and forms to show how the tax credits are input into the tax forms and to test variations in qualifications for the tax credits including income limitations. Using tax software to experiment with different scenarios is a very effective way to learn about how tax credits actually operate.

For example, running tax scenarios using tax software is the only way most people will be able to see clearly the difference between the child tax credit (CTC) and the additional child tax credit (ACTC). Running tax scenarios can also help us understand how the child tax credit (CTC), additional child tax credit (ACTC), and earned income tax credit (EIC) will work as income levels and the number of children is adjusted.

We will provide PDF files that can be downloaded and used as references without an internet connection.

The course will also provide PDF documents of relevant publications and forms.

What you’ll learn

  • Earned Income Tax Credit
  • Child Tax Credit
  • Child & Dependent Care Tax Credit
  • Credit for Elderly or the Disabled
  • Adoption Tax Credit
  • Other Dependents Credit

Are there any course requirements or prerequisites?

  • None

Who this course is for:

  • Anybody who wants to save on taxes
  • Tax professionals

Robert (Bob) Steele CPA CGMA CPI MStax

Instructor

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele’s teaching philosophy is to make content applicable, understandable, and accessible.

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.

Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge.