Financial Planning for Higher Education Costs 1 Credit
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Dec 09, 2024 | 03:00 PM
ET
Tax credits, deductions, and savings plans can help taxpayers with their expenses for higher education.
An array of tax benefits are available to taxpayers, including income exclusions for educational assistance, scholarships, and distributions from qualified tuition plans and educational IRAs, as well as credits for tuition and certain education-related expenses and a deduction for tuition payments. Education tax credits help decrease the costs of higher education by reducing the amount of taxes households with eligible students owe. In some cases, filers can even qualify for tax refunds.
Major Topics covered in this webinar:
Join this CE Tax webinar to understand how education credits help with the cost of higher education by reducing the amount of tax owed on your tax return; it will discuss the American Opportunity Tax Credit and the Lifetime Learning Credit, tax planning strategies, and more.
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Valid upto : Dec 31, 2024
Valid upto : Oct 20, 2025
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Dr. Curatola is the Joseph F. Ford Professor of Accounting at Drexel University in Philadelphia. He is the Tax Column Editor for Strategic Finance since 1992. He has served as the editor of the Journal of Legal Tax Research and currently serves on the editorial review board of several journals, and has held a variety of leadership positions, including current national service with the Institute of Management Accountants. He has published over 250 articles in journals including Journal of Financial Services Professionals, Journal of the American Taxation Association, Journal of Forensic & Investigative Accounting, Oil, Gas, & Energy Quarterly, and Tax Notes to name a few. Dr. Curatola was a co-editor on IRA Answer Book by Wolters Kluwer and author of the EA Review course for Surgent Publishers. Dr. Curatola externally funded research findings have appeared in media such as Forbes Magazine, The Washington Post, The Wall Street Journal, The New York Times, and other media outlets.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
SM
Good presentation of tax issues and opportunities related to education costs. Appreciated his evaluation of the different incentives so I can accurately present savings opportunities to clients.
RK
Great review of this type of credit. Many examples and explanations of the facets of the tax law.
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