Course curriculum

  • 01

    Introduction

  • 02

    Earned Income Tax Credit

    • 2 Earned Income Tax Credit

      FREE PREVIEW

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

      FREE PREVIEW

    • 205 Earned Income Credit (EIC) What is The Earned Income Credit

      FREE PREVIEW

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

      FREE PREVIEW

    • 207 Earned Income Credit (EIC) To Take The EIC Steps

      FREE PREVIEW

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

      FREE PREVIEW

    • 210 Earned Income Credit (EIC) Can I claim the Earned Income Credit

      FREE PREVIEW

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

      FREE PREVIEW

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

      FREE PREVIEW

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

    • 219 Earned Income Credit (EIC) Help From IRS

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

    • 220 Earned Income Credit (EIC) What is New

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

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

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

    • 226 Earned Income Credit (EIC) Adjusted Gross Income (AGI) Limits

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

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

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

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

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

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

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

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

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

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

    • PDF - 245 Earned Income Credit (EIC) Must Have Earned Income

    • 245 Earned Income Credit (EIC) Must Have Earned Income

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

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

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

    • 251 Earned Income Credit (EIC) Special Instructions—EIC Worksheets

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

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

    • PDF - 253 Earned Income Credit (EIC) Relationship Test

    • 253 Earned Income Credit (EIC) Relationship Test

    • PDF - 254 Earned Income Credit (EIC) Schedule EIC

    • 254 Earned Income Credit (EIC) Schedule EIC

    • PDF - 256 Earned Income Credit (EIC) Age Test

    • 256 Earned Income Credit (EIC) Age Test

    • PDF - 258 Earned Income Credit (EIC) Residency Test

    • 258 Earned Income Credit (EIC) Residency Test

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

    • 259 Earned Income Credit (EIC) Joint Return Test

    • PDF - 260 Earned Income Credit (EIC) EIC Eligibility Checklist

    • 260 Earned Income Credit (EIC) EIC Eligibility Checklist

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

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

    • PDF - 287 Earned Income Credit (EIC) 2018 Earned Income Credit (EIC) Table

    • 287 Earned Income Credit (EIC) 2018 Earned Income Credit (EIC) Table

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

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

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

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

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

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

    • 293 Tax Software Example Earned Income Credit EIC Income Level Tests MFJ

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

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

    • Accounting Comic Break
  • 03

    Child Tax Credit

    • 3 Child Tax Credit

      FREE PREVIEW

    • Documents to Download for Reference

    • PDF - 425 Child Tax Credit What’s New

    • 425 Child Tax Credit What’s New

    • PDF - 430 Child Tax Credit Amount of Credit

    • 430 Child Tax Credit Amount of Credit

    • PDF - 435 Tax Software Child Tax Credit Tax Software Simple Example

    • 435 Tax Software Child Tax Credit Tax Software Simple Example

    • PDF - 437 Software Example Simple Wage Limits

    • 437 Software Example Simple Wage Limits

    • PDF - 440 Child Tax Credit Improper Claims

    • 440 Child Tax Credit Improper Claims

    • PDF - 445 Child Tax Credit Qualified Child

    • 445 Child Tax Credit Qualified Child

    • PDF - 450 Tax Software Child Tax Credit Qualified Child

    • 450 Tax Software Child Tax Credit Qualified Child

    • PDF - 455 Child Tax Credit How To Claim

    • 455 Child Tax Credit How To Claim

    • PDF - 460 Child Tax Credit Additional Child Tax Credit

    • 460 Child Tax Credit Additional Child Tax Credit

    • PDF - 462 Tax Software Child Tax Credit Additional Child Tax Credit

    • 462 Tax Software Child Tax Credit Additional Child Tax Credit

    • PDF - 465 Child Tax Credit Worksheet

    • 465 Child Tax Credit Worksheet

    • PDF - 470 Child Tax Credit How to Get Help

    • 470 Child Tax Credit How to Get Help

    • PDF - 480 Child Tax Credit Questioner

    • 480 Child Tax Credit Questioner

    • PDF - 485 Child Tax Credit Adopted Child

    • 485 Child Tax Credit Adopted Child

    • PDF - 490 Child Tax Credit Adopted Child

    • 490 Child Tax Credit Adopted Child

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

    • 492 Child Tax Credit Qualifying child of more than one person

    • PDF - 493 Tax Software Child Tax Credit Married Divorced Even Income

    • 493 Tax Software Child Tax Credit Married Divorced Even Income

    • PDF - 494 Tax Software Child Tax Credit Married Divorced Uneven Income

    • 494 Tax Software Child Tax Credit Married Divorced Uneven Income

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  • 04

    Other Dependents Credit

    • 4 Other Dependents Credit

      FREE PREVIEW

    • Documents to Download for Reference

    • PDF - 505 Credit for Other Dependents (ODC)

    • 505 Credit for Other Dependents (ODC)

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

    • 508 Qualifying Person for Credit for Other Dependents (ODC)

    • PDF - 516 Dependents

    • 516 Dependents

    • PDF -520 Dependent Taxpayer Test

    • 520 Dependent Taxpayer Test

    • PDF - 523 Joint Return Test

    • 523 Joint Return Test

    • PDF - 524 Citizen or Resident Test

    • 524 Citizen or Resident Test

    • PDF - 526 Qualifying Relative

    • 526 Qualifying Relative

    • PDF - 529 Not a Qualifying Child Test

    • 529 Not a Qualifying Child Test

    • PDF - 532 Member of Household or Relationship Test

    • 532 Member of Household or Relationship Test

    • 536 Gross Income Test

    • 539 Support Test (To Be a Qualifying Relative)

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  • 05

    Child & Dependent Care Credit

    • 5 Child & Dependent Care Credit

      FREE PREVIEW

    • Documents to Download for Reference

    • PDF - 705 Can I Claim The Credit

    • 705 Can I Claim The Credit

    • PDF - 710 Who is a Qualifying Person

    • 710 Who is a Qualifying Person

    • PDF - 712 Tax Software Who is a Qualifying Person

    • 712 Tax Software Who is a Qualifying Person

    • PDF - 715 You Must Have Earned Income

    • 715 You Must Have Earned Income

    • PDF - 717 Tax Software You Must Have Earned Income

    • 717 Tax Software You Must Have Earned Income

    • PDF - 720 Flow Chart Can You Claim The Credit

    • 720 Flow Chart Can You Claim The Credit

    • PDF - 723 Are These Work-Related Expenses

    • 723 Are These Work-Related Expenses

    • PDF - 726 Care of Qualifying Person

    • 726 Care of Qualifying Person

    • PDF - 729 Household Services

    • 729 Household Services

    • PDF - 732 What’s Your Filing Status

    • 732 What’s Your Filing Status

    • PDF - 735 Care Provider Identification Test

    • 735 Care Provider Identification Test

    • PDF - 738 How To Figure the Credit

    • 738 How To Figure the Credit

    • PDF - 741 Earned Income Limit

    • 741 Earned Income Limit

    • PDF - 744 Dollar Limit

    • 744 Dollar Limit

    • PDF - 749 Reduced Dollar Limit

    • 749 Reduced Dollar Limit

    • PDF - 752 Amount of Credit

    • 752 Amount of Credit

    • PDF - 755 How to Claim the Credit

    • 755 How to Claim the Credit

    • PDF - 758 Household Employees

    • 758 Household Employees

    • PDF - 760 Tax Software For 2441 Examples

    • 760 Tax Software For 2441 Examples

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  • 06

    Credit for Elderly or the Disabled

    • 6 Credit for Elderly or the Disabled

    • Documents to Download for Reference

    • PDF - 905 Are You Eligible for the Credit

    • 905 Are You Eligible for the Credit

    • PDF - 908 Qualified Individual

    • 908 Qualified Individual

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

    • 911 U.S. Citizen or Resident Alien

    • PDF - 914 Married Persons

    • 914 Married Persons

    • PDF - 917 Under Age 65

    • 917 Under Age 65

    • PDF - 921 Income Limits

    • 921 Income Limits

    • PDF - 927 Tax Software Example of Sch R Calculation

    • 927 Tax Software Example of Sch R Calculation

    • Accounting Comic Break
  • 07

    Adoption Credit

    • 7 Adoption Credit

    • Documents to Download for Reference

    • PDF - 955 Adoption Credit Overview

    • 955 Adoption Credit Overview

    • PDF - 958 Adoption Credit What's New

    • 958 Adoption Credit What's New

    • PDF - 961 Purpose of Form

    • 961 Purpose of Form

    • PDF - 964 Definitions

    • 964 Definitions

    • PDF - 967 Employer-Provided Adoption Benefits

    • 967 Employer-Provided Adoption Benefits

    • PDF - 971 Who Can Take the Adoption Credit or Exclude Employer-Provided Adoption Benefits

    • 971 Who Can Take the Adoption Credit or Exclude Employer-Provided Adoption Benefits

    • PDF - 974 When To Take the Credit or Exclusion

    • 974 When To Take the Credit or Exclusion

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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.