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Leave this on-demand webinar with the know-how to provide better tax planning for clients who are in a same-sex marriage.

2 CPE for EA, CRTP, CFP®

$52 for Members and $64 for Nonmembers

Includes webinar recording and PowerPoint presentation. CPE is issued after exam is successfully completed.

On June 26, 2013 in a landmark decision, the U.S. Supreme Court declared Section 3 of the Defense of Marriage Act (DOMA) unconstitutional. This means legally married same-sex couples are treated the same as other married couples. While there are tax benefits to being treated as married, there are also pitfalls. Now same-sex couples could be subject to the so-called "marriage penalty." In this on-demand webinar, we'll review the effects of the Supreme Court's decision, including any new developments, and give you advice on how to assist taxpayers affected by this ruling.​​

Upon the completion of this on-demand webinar, you will be able to:

  • Identify which taxpayers are affected by the U.S. Supreme Court's decision.
  • Recognize areas of post-DOMA tax law that are relevant for same-sex couples.
  • Explain estate and gift tax implications.
  • Identify key opportunities and pitfalls that now apply to same-sex couples.
  • Explain retirement plan issues for same-sex couples.

Presented by: Lawrence (Larry) Zimbler, MST, EA

CPE Sponsor Information

Duration: 100 minutes
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Delivery Method: Self-Study

 

CPE CreditsDesignationField of Study
IRS2EAFederal Tax Law Topic
NASBA0CPAN/A
CTEC2CRTPFederal Tax Law Topic
CFP Board2CFP®Income Tax Planning

For IRS purposes, there is no competency test or mandatory continuing education for other tax return preparers, but this category of tax preparer may take continuing education voluntarily.

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