This online 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.
This online CPE webinar for CPAs covers 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
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Jason Dinesen is the President of Dinesen Tax & Accounting, P.C., a public accounting firm in Indianola, Iowa. His practice focuses on accounting and bookkeeping services, tax preparation and business advising to individuals with a business focus ranging from home-based businesses to multistate corporations and not-for-profits. Dinesen has extensive experience working with a third-party administrator of retirement plans and is a prior presenter of multiple 1099 seminars. Dinesen majored in corporate communications with a minor in management from Simpson College.
Unlike some other accounting firms, when Dinesen Tax & Accounting, P.C. says we offer personal service, we mean it. When you come to us with your tax preparation needs, you’ll deal directly with our owner and president, Jason Dinesen. We don’t put administrative staff in the middle of you and our tax expert. That means you’ll always have first-hand knowledge of where things stand, and important information won’t slip through the cracks. We welcome all clients, but especially individuals who want the benefits of a long-term relationship with an accounting firm capable of handling anything that might come along with their taxes. We give all our clients the time, attention, and convenience they should expect. If you have a challenging professional or personal schedule, Jason will accommodate you by meeting whenever – and wherever – works best for you.
FAQ
To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).
Testimonial
4.7
(1139)
76%
22%
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Kathleen Robinson, EA
Nov 23rd 2020
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
Annemarie Bernardino, Attorney, CPA
Nov 24th, 2020
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
Joseph Stavely, CFP, EA, Tax Pros
Nov 23rd, 2020
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
Ana Stirk, Tax Pros
Nov 22nd, 2020
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
Dana Cohn, CPA
Nov 20th, 2020
I have learned so much from the presenter. Thank you very for sharing your wisdom, Very effective presenter. Learnt a lot!!! Loved the presentation!
