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Education Tax Benefits

Price: $19.99

CPE Credits: 2.0

Category: , ,

Course Number: TXDCSED

education tax benefits

Description:
Today taxpayers must plan for their children’s education. Touching on various topics such as qualified tuition programs (QTPs), scholarships and fellowships, this mini-course examines the tax treatment of costs related to education. Practitioners will learn the ins and outs of the tax benefits concerning education and will be able to identify those educational expenses that are deductible. Additionally, financial planning strategies and techniques are outlined to better prepare taxpayers for future educational costs. Table of Contents

Delivery Method: Online QAS  Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Danny C. Santucci

Publication: April 2014
Update: March 2018

Pages: 68

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  1. Identify deductible education expenses and travel costs under the requirements of §162.
  2. Determine the qualified credit amounts under the HOPE (“American Opportunity”) Credit and the requirements of Coverdell education savings accounts.
  3. Identify the deductible amount to claim for §221 student loan interest and recognize the permissible benefits of §529 qualified tuition programs.
  4. Specify the tax-free benefits of §117 scholarships and fellowships and who is eligible for a §132 qualified tuition reduction.
  5. Identify educational incentives and financial aid requirements to meet college funding needs.
  1. Identify deductible education expenses and travel costs under the requirements of §162.
  2. Determine the qualified credit amounts under the HOPE (“American Opportunity”) Credit and the requirements of Coverdell education savings accounts.
  3. Identify the deductible amount to be claim for §221 student loan interest and recognize the permissible benefits of §529 qualified tuition programs.
  4. Specify the tax-free benefits of §117 scholarships and fellowships and who is eligible for a §132 qualified tuition reduction.
  5. Identify educational incentives and financial aid requirements to meet college funding needs.

5 Star CPE Rating“Love the table at “Tax Treatment…” such an easy way to see the differences in the two”. “I learned a lot” – Dawn W. 7/17

Description:
Today taxpayers must plan for their children’s education. Touching on various topics such as qualified tuition programs (QTPs), scholarships and fellowships, this mini-course examines the tax treatment of costs related to education. Practitioners will learn the ins and outs of the tax benefits concerning education and will be able to identify those educational expenses that are deductible. Additionally, financial planning strategies and techniques are outlined to better prepare taxpayers for future educational costs. Table of Contents

Delivery Method: Online QAS  Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Danny C. Santucci

Publication: April 2014
Update: March 2018

Pages: 68

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  1. Identify deductible education expenses and travel costs under the requirements of §162.
  2. Determine the qualified credit amounts under the HOPE (“American Opportunity”) Credit and the requirements of Coverdell education savings accounts.
  3. Identify the deductible amount to claim for §221 student loan interest and recognize the permissible benefits of §529 qualified tuition programs.
  4. Specify the tax-free benefits of §117 scholarships and fellowships and who is eligible for a §132 qualified tuition reduction.
  5. Identify educational incentives and financial aid requirements to meet college funding needs.
  1. Identify deductible education expenses and travel costs under the requirements of §162.
  2. Determine the qualified credit amounts under the HOPE (“American Opportunity”) Credit and the requirements of Coverdell education savings accounts.
  3. Identify the deductible amount to be claim for §221 student loan interest and recognize the permissible benefits of §529 qualified tuition programs.
  4. Specify the tax-free benefits of §117 scholarships and fellowships and who is eligible for a §132 qualified tuition reduction.
  5. Identify educational incentives and financial aid requirements to meet college funding needs.

5 Star CPE Rating“Love the table at “Tax Treatment…” such an easy way to see the differences in the two”. “I learned a lot” – Dawn W. 7/17

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