Looking to Tax Year 2022: Tax Changes to the Earned Income Tax Credit and Other Child-Related Credits
Orange County South Chapter Virtual Meeting

Date:

Tuesday, September 27, 2022
6:00 PM to 8:00 pm

Location:

Online Meeting via Zoom
This will be a 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:

Explore the eligibility rules for:
• Earned Income Tax Credit (EITC),
• Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), OtherDependent Credit (ODC), and
• Head of Household (HOH) filing status for 2022 returns
• Outline due diligence responsibilities when filing returns claiming the EITC, CTC/ACTC/ODC, AOTC, and HOH filing status
• Explain how to avoid common errors when claiming the applicable tax benefits
• Address some of the questions most frequently asked by tax professionals
• Share IRS refundable credits online resources for tax professionals

Speaker:

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.

CPE Information:

2 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01720-22-O
CTEC: 1000-CE-5136

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Member Registration Fee: $20
Non-Member Registration Fee: $50