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2022 Tax Updates: What Service Providers Need to Know

February 15, 2022 @ 12:30 pm - 2:00 pm EST

Post-it note that says "Tax time!" and a small clock on top of a stack of IRS forms

About This Webinar:

This on-demand webinar no longer qualifies for CEU credits.

In this webinar, Andrew Zumwalt covers recent tax changes that impact your clients’ finances. Specifically, this webinar addresses the tax implications of the last stimulus check, changes to the Child Tax Credit and Child and Dependent Care Credit, and the deeper interactions of these changes. For example, what happens when a family that received the Advance Child Tax Credits is divorced by the end of the year? How does that get reconciled? (Hint: it isn’t pretty.) Mr. Zumwalt also covers the (normal) changes to contribution limits and income thresholds for retirement accounts like TSPs, IRAs and 401(k)s, as well as increases in other tax-favored accounts for healthcare and education, exemptions from gift and estate tax, tax brackets for ordinary income, and qualified dividends and long-term capital gains.


Photo of Andrew Zumwalt

Andrew Zumwalt, Associate Extension Professor, Associate State Specialist, & Co-Director of the Center for Economic Education, University of Missouri.

Andrew has been instrumental in founding and growing the Missouri Taxpayer Education Initiative, a program that uses “Taxpayer Assistance as a Gateway to Financial Education”. Over the past six years, more than 20,000 returns have been prepared at MoTax sites and more than $20 million has been refunded; a large portion of these returns have been prepared by students in the class Andrew teaches–Personal Financial Planning 4188: Community Agencies and Volunteerism. Andrew serves as campus support for the state network of Family Financial Education Specialists. He also serves on the board of the local student-managed credit union, Tigers Credit Union.

Continuing Education (CE) Credit:

This on-demand webinar no longer qualifies for CEU credits.

Event Materials:

Webinar Slides | PDF


Cover Photo: Nataliya Vaitkevich / Pexels


February 15, 2022
12:30 pm - 2:00 pm EST
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How To Join

Complete the registration form with your name, email address, and how you learned about this webinar. You should receive a confirmation email shortly after with the connection information. Please email us at [email protected] if you have any questions or need technical support.

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On-Demand Webinars