Military Clients: The Exceptions to the Rules

with Ty Gaines, EA

A 2 CE Hour NYSSEA Webinar

Some rules are meant to be broken.

Tax rules apply to most taxpayers across the board, however there are some situations that apply to military taxpayers only. This seminar is designed to educate and clarify some of the tax laws surrounding military personnel. It is not meant to be comprehensive but to highlight the most used and overlooked laws. It will provide a brief overview of the interplay with various state rules as well.

Upon completion of the course, participants will be able to:

Recognize Home of Record and State Filing Requirements

Apply the Military Spouse Residency Relief Act (MSRRA)

Review rules for The Veteran Benefits Transition Act

Discuss rules that apply to military taxpayers only

Recognize scams that target veterans

Distinguish between laws for reservists versus active duty taxpayers

Our Speaker:

Tynisa (Ty) Gaines EA, has a B.S. in Industrial Organizational Psychology from the University of Illinois, and a M.P.A in Public Personnel Management from Troy University. Ty is a NTPI fellow and graduate of NAEAs’ Schuldiner-Smollan Leadership Academy. In 2015, Ty received the EA of the year award from the Virginia Society of Enrolled Agents (VASEA) and a past VASEA President. Ty is a current director for NAEA and chairs the Diversity, Equity and Inclusion (DEI) Committee. Ty has published numerous tax articles and two e-books, Tax-ish: Teens 1.0 and Tax-ish: Teens 2.0 geared at teens or anyone preparing their first tax return. She has reviewed and edited tax courses as a previous tax school director for The Income Tax School. Additionally, Ty’s teaching experience includes tax courses for NAEA and affiliates, Northern Virginia Community College and the Virginia Tech Income Tax School. Ty’s niche tax practice areas are military taxpayers and cryptocurrency.

Registration is now open!

Register ONLINE using the "Register Now!" button below.

Once registered, you will receive a confirmation email. Look for the link to complete the ZOOM registration for this event. You MUST register with ZOOM to receive CE credit for this event.

PLEASE NOTE:

When registering with ZOOM, be careful to use the exact name and PTIN you use with the IRS. We use the ZOOM registration to track attendance and award CE Credits.

Remember, it is best to attend this event on your desktop, laptop, or other device that will allow you to answer the required polling questions during the session. Also, be sure that you have installed the latest version of ZOOM on your device, for optimal performance.

Online Registration is Strongly Encouraged

If you prefer to register by mail, just print out the registration form by clicking here and mail it to Koreen Jervis, EA. Please note that the mail-in registration form MUST reach Koreen by November 25, 2022.