Child Tax Credit: New IRS Portal for Filers and Non-Filers, Opting Out, Reconciling Advance Payments
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This course will discuss the child tax credit (CTC), including using the new IRS portal for non-filers and filers, opting out of advance payments, and reconciling advance payments with a taxpayer's return. Our panel of tax credit experts will offer strategies, point out caveats, and provide examples of both for tax practitioners preparing returns eligible for this expanded credit.
- Child care credit
- Opting out
- IRS portal for filers and non-filers
- Divorced taxpayers
- Best practices
The panel will cover these and other critical issues:
- Recommendations for determining and reconciling advance payments with the actual credit
- How a divorced taxpayer should approach the child tax credit
- Specific examples of taxpayers who should unenroll from the advance payment of the CTC
- When a taxpayer should update tax information at the new IRS portal
Terry Durkin, EA, MBA
Ms. Durkin is an Enrolled Agent and owner of Durkin Associates specializing in individual, small business, trust, and... | Read More
Ms. Durkin is an Enrolled Agent and owner of Durkin Associates specializing in individual, small business, trust, and estate tax return preparation and representation. She has a BS degree in applied mathematics with computer science from Yale University and an MBA degree with a concentration in finance from New York University. After working 21 years in the software industry with companies including IBM, Ms. Durkin turned her enthusiasm for tax issues into a full time career in January of 2006.Close
Phyllis Jo Kubey, EA, CFP, ATA, ATP, NTPI
New York State Society of Enrolled Agents
Ms. Kubey specializes in IRS and state tax-related representation – audits, collection, non-filing cases, etc.... | Read More
Ms. Kubey specializes in IRS and state tax-related representation – audits, collection, non-filing cases, etc. – and has particular expertise in areas relating to musicians, actors, artists, non- resident alien tax issues, US citizens working abroad, same-sex couples, and clergy.Close
Early Discount (through 10/01/21)
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event. See NASBA details.