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IRS Form 1040 Preparation: Filing Status


Identify opportunities to pay less taxes depending on different deductions taken and classifications of income.

This presentation will identify opportunities to claim a filing status that may reduce income taxes depending on different deductions taken and classifications of income. U.S. taxpayers are still considering changes in tax strategies due to recent changes in the child tax credit (CTC) and the child and dependent care tax credit (CDCTC). Many aspects of tax planning and preparation have changed for all taxpayers since the Tax Cuts and Jobs Act (TCJA) impacted tax rules in 2018.

This topic will provide an overview of choosing the proper tax filing status based on changes in tax rates and brackets, elimination of personal exemptions for dependents, and current changes in credits and deductions for children. The range of topics includes head-of-household benefits, married filing status options, divorce, support agreements, and state tax differences.



Thomas M. Kosinski, C.P.A., M.S.T.

Thomas M. Kosinski, C.P.A., M.S.T.

Ostrow Reisin Berk & Abrams, Ltd.

  • Director of the tax practice of Ostrow Reisin Berk & Abrams, Ltd. (ORBA)
  • Frequent speaker with the Illinois CPA Society covering federal tax updates, IRS representation, individual and corporate tax compliance, and income tax strategies for business transactions
  • Offers more than 25 years of experience providing tax planning and technical advice for individuals and the owners of closely held companies
  • Provides specialized tax planning services to clients, which include high-net-worth individuals and business entrepreneurs
  • Member of the American Institute of Certified Public Accountants (AICPA) and Illinois CPA Society and former president of Chicago South Chapter
  • M.S. degree in taxation, DePaul University; B.S. degree in accounting, summa cum laude, DePaul University
  • Can be contacted at [email protected] or 312-670-7444

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