Federal Military Tax Provisions
10:00 AM to 12:00 PM PST
Cost: Member: $30 / Non-Member: $60
Wednesday, October 18, 2023

Speaker: Jerrie Muir, EA
2 Federal Tax Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01894-23-O
CTEC: 1000-CE-5336
Knowledge Level: Basic (No prior knowledge expected)

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Description: 

Objectives:

• Describe Gross Income for Service Members
• Describe the Exclusions from Gross Income for Service Members
• Describe the Adjustments to Income for Service Members
• Define Combat Zone Exclusion/Qualified Hazardous Duty Areas
• Describe How to Calculate Gain From the Sale of a Home of a Service Member
• Describe How a Service Member Can Receive the Earned Income Credit
• Describe the Process to Obtain Forgiveness of Decedent's Tax Liability
• Describe Extensions of Deadlines To File a Tax Return, Pay Taxes, and for Other Actions for Service Members
• State the Maximum Rate of Interest When There Is Hardship for a Service Member

Presenter:

Jerrie Muir, EA
Jerrie Muir is an Enrolled Agent who previously worked for the Internal Revenue Service as a Tax Auditor, Internal Revenue Agent, and Stakeholder Relationship Tax Consultant. Jerrie has taught income tax, QuickBooks, and accounting classes at a number of Southern California community colleges. He has served in the U.S. Marine Corps and U.S. Army, and is a U.S. Army War College graduate.             

Jerrie has over 25 years of teaching and tax preparation experience in the U.S., and overseas at military installation and U.S. Embassies. His focus is tax preparation for the self-employed taxpayer. Jerrie also has experience with preparation of individual tax returns with the Foreign Earned Income Exclusion, Foreign Tax Credit, and military related tax provisions.

Jerrie can help you meet your federal and state tax obligations, file any required tax returns, and if needed, audit representation before the Internal Revenue Service and Franchise Tax Board.

Cancellation and Refund Policy:
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

CSTC has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.