In the Middle – Dealing With the Biggest Tax Issues for Middle Class Taxpayers

Tuesday, September 24, 2019 · 2:00 – 3:40 PM ET

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Continuing Education

CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0133
IRS/RPO Approved Program
#7ZBUJ-T-00074-19-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-T-00074-19-S (QAS Self Study) Archive
Federal Tax Law (2 Hours)

Program Content

This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page.

The program, through a lively round-table discussion and real time interaction with the audience, looks at the tax issues of greatest concern to middle-class taxpayers. The program will focus on tax issues relating to marriage and divorce and the raising and educating of children. Panelists will also examine issues relating to employment and self-employment, saving for retirement and spending in retirement. With homeownership playing such a large role in lives of many middle-class taxpayers, the panel also will explore the important tax issues that affect homeowners.

By the end of the program, participants will have a practical understanding, through accurate, current, and effectively designed communications, of the major tax issues confronting middle-class taxpayers in today's environment, including marriage, children, employment, retirement, and home ownership.

Program Learning Objectives

  1. Identify the chief tax issues for middle-class taxpayers relating to marriage and children.
  2. Identify the chief tax issues for middle-class taxpayers relating to all levels of education for themselves or family members.
  3. Identify the principal tax issues facing the middle class relating to employment and retirement.
  4. Identify the major tax issues that arise in relation to home ownership.

Program Outline

  • Issues Relating to Marriage and Divorce
    • Filing status changes
    • Property and asset ownership
    • Dependents
    • Alimony
    • Property and asset division
  • Issues Relating to Education
    • Providing for children's education
    • Education expense deduction
    • Education credits
  • Employment-Related Issues
    • Wages and benefits
    • Job changes and relocation
    • Commuting and travel
    • Self-employment
  • Retirement Issues
    • Traditional and Roth IRAs
    • Employer plans
    • Contributions
    • Pre-retirement withdrawals or distributions
    • Rollovers
    • Retirement benefits and Social Security
  • Issues Relating to Home Ownership
    • Tax deductions
    • Renting a personal residence
    • Business use of home
    • Sale of residence



Alan Pinck, EA
A. Pinck & Associates

Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. He is currently a speaker at the NTPI events, CSEA Super Seminar as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.

IRS Panelists

To be coming soon



Industry Panelists

To be coming soon



Content Consultant

David F. Windish, J.D., LL.M
Content Consultant

David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.

Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.

Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.

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