Checkpoint Learning

Course Detail

Planning for Education Expenses: So Many Deductions and Expenses It Takes a PhD to Figure Them Out  

CATEGORY: Taxation
COURSE ID: W271T, VERSION 1.00
Webinar
2 CPE Credits
Level: Basic
Please contact a salesperson at 800.431.9025 to buy this course.

There are many different credits available for education expenses as well as an opportunity to deduct student loan interest and education expenses on a tax return.  The rules for the credits and deductions vary and many of these benefits are subject to phase out for higher income tax payers. Also there are opportunities to establish tax favored savings accounts both for college and for secondary school, including private and religious schools.  Finally there are numerous avenues for obtaining scholarships and financial aid for education.

This webinar will cover the many different tax opportunities for funding education and will discuss the opportunities for getting favorable tax treatment for the cost of education.

NOTE: The voluntary IRS Annual Filing Season Program (AFSP) requires that CE Sponsors collect PTINs from IRS professionals who wish to receive IRS credit. IRS PTIN holders (including Enrolled Agents) should enter their IRS PTIN into Checkpoint Learning so that course completions can be reported to the IRS. You do not need to enter your PTIN for each course you take; you only need to add it once. If you have any questions on how to do this, please contact us 800-231-1860.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Please contact a salesperson at 800.431.9025 to buy this course.
/

Accreditation Information

Learning objectives

Course outline

Requirements