Tax-Saving Strategies Unveiled

Help CPAs and tax professionals understand and apply education-related tax benefits.

Maximize Your Credits and Deductions

Provide clarity on overlapping provisions and strategic tax planning.

Expert Guidance on Tax Rules

Support effective client advising on education financing strategies.

About the Course

This course provides a practical and comprehensive overview of federal tax benefits available to individuals and families who finance education. It covers tax credits, savings plans, deductions, and loan-related provisions. CPAs and tax professionals will learn how to determine eligibility, apply current IRS rules, and guide clients on maximizing education-related tax savings.

Course Curriculum

6 Chapters · 10 Lessons

  1. 1

    Course Introduction

    1. (Included in full purchase)

      Course Syllabus

  2. 2

    Module 1: Introduction to Education Tax Benefits

    1. (Included in full purchase)

      Introduction to Education Tax Benefits

    2. (Included in full purchase)

      Module 1 Reinforcement and Knowledge Checks

  3. 3

    Module 2: Education Credits – Maximizing AOC and LLC

    1. (Included in full purchase)

      Education Credits

    2. (Included in full purchase)

      Module 2 Reinforcement and Knowledge Checks

  4. 4

    Module 3: Tax-Advantaged Savings Plans and Deductions

    1. (Included in full purchase)

      Savings Plans and Tax Deductions

    2. (Included in full purchase)

      Module 3 Reinforcement and Knowledge Checks

  5. 5

    Module 4: Reporting and Compliance Best Practices

    1. (Included in full purchase)

      Reporting and Compliance

    2. (Included in full purchase)

      Module 4 Reinforcement and Knowledge Checks

  6. 6

    Final Exam

    1. (Included in full purchase)

      Final Exam

Ready to Optimize Your Education Savings?

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