CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Intermediate/Advanced Course on Educational Tax Credit Benefits and Financial Planning

  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
Intermediate/Advanced Course on Educational Tax Credit Benefits and Financial Planning

2 Credits

FREE

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00423-21-O)

2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0424)

2 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CPD credit (Verifiable) for CPA/PFS

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00423-21-O)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-U-00423-21-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

This webinar will go in-depth on the American Opportunity Credit, Lifetime Learning Credit, tuition and fees deductions, 529 College Savings Plans, and the interaction between all of these tax benefits. We'll focus on both the mechanics of these benefits as well as planning opportunities ... and potential potholes. This is an intermediate/advanced course.


Key Topics:

  • Refreshers on educational tax credits, deductions, and other benefits
  • Basic calculations
  • More-complicated calculations
  • Deciding which credit or deduction to choose
  • Maximizing tax credits and 529 plans
  • Student loan interest
  • Dealing with scholarships
  • Potholes associated with scholarships and loans and dependency exemptions
  • Planning and decision making

This CPE/ CE webinar is suitable for any CAP or Tax Professional or Staff Involved in preparation or review of Individual Tax Returns or providing Financial Planning Guidance. 

Learning Objectives

  • To explain college-related tax credits and other benefits
  • To analyse the interaction between these credits and benefits
  • To explain how to calculate the tax credits
  • To explain how to maximize tax benefits
  • To explain when scholarships are and are not taxable

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

4.7

(1306)
76%
23%
1%
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KR

I rarely write testimonials but I felt compelled to write this one. Brian was an amazing instructor! Very knowledgeable, engaging and kept my attention the entire time with RELEVANT information. I immediately called two of my friends with children in elementary school, sent them the link provided in the webinar and told them to sign up for a 529 Plan ASAP! This is a great topic for CPAs with young children, not just for their clients.

AB

Absolutely terrific seminar! As a parent with two college graduates, one with huge debt for “flight costs” (commercial aviation major) and one with no debt, I appreciate every angle of this information.

JS

Jason is a great speaker and presented the webinar with a full and complete knowledge of the subject matter. Please have him back again, Very informative and educational; definitely will be focusing on introducing clients to these plans for the upcoming Tax YR

AS

I always learn so much from his webinars, including the fact that there are a lot of information I could have to better serve my current and future clients, There was a wealth of information presented in this seminar. The content is very thought-provoking.

DC

I have learned so much from the presenter. Thank you very for sharing your wisdom, Very effective presenter. Learnt a lot!!! Loved the presentation!

GA

Excellent workshop! Very educational and timely. I live in a college town and approximately 10% of the returns I prepare qualify for education credits. I will be able to use information obtained to more confidently prepare such returns next tax season.