CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Intermediate/Advanced Course On Educational Tax Credit Benefits And Financial Planning

Jason Dinesen, EA, LPA

Dinesen Tax & Accounting, P.C.

  • AFSP
  • CFEs
  • CPA
  • EA
  • Oregon Tax Preparer
  • CPA/PFS
  • CTEC
  • Maryland Tax Preparer

Published: May, 2021

2 Credits

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

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

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 Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00423-21-S)

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

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

Overview

  • College Expense Benefits
    4 mins
  • Who claims the credit
    18 mins
  • Form 8863 - Page 1
    31 mins
  • AOC and Dependents
    38 mins
  • Lifetime learning credit
    52 mins
  • 529 Plans and ESAs
    60 mins
  • Loan cancellation
    75 mins
  • Business Deductions
    84 mins
  • Form 1098-T
    90 mins
  • Dependency Exemption Rules
    95 mins

Course Description

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 covers following 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
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • 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