CPAacademy.org | "NANNY TAXES" ARE NOT JUST FOR NANNIES: HOW TO

Content Provider

Self-Study CPE

IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
View Details/Register

TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES
View Details/Register

WORKER CLASSIFICATION: EMPLOYEE OR INDEPENDENT CONTRACTOR?
View Details/Register

IRS PRESENTING: ADVOCATING FOR TAXPAYERS WHO RECEIVE COLLECTION NOTICES
View Details/Register

EXPATRIATION AND THE EXIT TAX: PROS AND CONS OF RENOUNCING CITIZENSHIP
View Details/Register

NAVIGATING TAX REPRESENTATION: FROM POWER OF ATTORNEY TO IRS TRANSCRIPTS
View Details/Register

WORLD OF EMPLOYEE FRINGE BENEFITS
View Details/Register

PROTECTING YOUR BUSINESS AND YOUR FAMILY
View Details/Register

PAYROLL ISSUES INCLUDING A SNEAK PEEK AT W-2s VERSUS 1099
View Details/Register

THE IRS's RENEWED INTEREST IN TAX FRAUD: AN UPDATE FOR TAX PROFESSIONALS
View Details/Register

"NANNY TAXES" ARE NOT JUST FOR NANNIES: HOW TO PROTECT YOUR ELDERLY CLIENTS

Cost Free

CPE Credits 1.5 hours

Subject Area 1.5 - Taxes

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Other
Small Business Owner

Series: Taxes, Taxes

Course Description

Due to recent legislative and regulatory changes, baby boomers are finding it more affordable to privately hire senior caregivers to help their parents age in place. Millennials are spending more time at the workplace and relying on nannies to help care for their children. Due to the rapidly increasing number of families leaning on household workers, “Nanny Taxes” aren’t just impacting your families with nannies.

Learning Objectives

Review the legislative and regulatory changes impacting the senior care market, and how they differ from the traditional “Nanny Tax” rules.
Understand the important Payroll, Tax and Employment Law issues.
Identify opportunities for tax breaks and risk mitigation for families.
Receive access to free tools and resources that can help your practice deepen it’s relationship with its clients.

Jay Schulze

HomeWork Solutions, Inc.
President
jay@homeworksolutions.net
(571) 327-3510

As the proud father of two busy young kids, Jay seeks to leverage his experience in personal finance and corporate operations roles to simplify household payroll and tax filing for families. Jay started his career as a financial planner and investment consultant before spending four years at the Federal Bureau of Investigation (FBI), where he served as a Special Adviser in the Cyber Division and the Director’s Office. In that time, Jay led financial and administrative matters for the division and later worked to establish an office tasked with building the Bureau’s partnerships with the private sector. Jay has a BA in Economics from Yale University and an MBA from Georgetown University.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

HomeWork Solutions brings more than 27 years of experience in household payroll and employment taxes to work for your clients. Operating nationwide and serving tens of thousands, you can trust that the "Nanny Tax" experts at HomeWork Solutions know how to get your clients' payroll and tax filings done right. HWS offers concierge-level service with dedicated payroll representatives assigned to each client, and no phone trees. Just real people with real answers to your clients' questions.