With various ways to fund college, one area your clients may find unfamiliar is educational tax benefits. Explore the benefits to see who can use them and when; review case studies with different strategies and what their impact is on financial aid; and learn which of these benefits are scheduled to expire and how that will affect college costs.
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12/12/2017
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When:
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12:00 PM to 2:00 PM
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Where:
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Webinar/Webcast United States
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Presenter:
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Gary Carpenter, CPA, CCPS
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Contact:
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April Deneault
801-466-10704
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Online registration is closed.
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« Go to Upcoming Event List
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Curriculums: Retirement, Pensions, Financial Planning & Ins.
NASBA Credit Category: Taxes
CPE Hours: 2
Description
With various ways to fund college, one area your clients may find unfamiliar is educational tax benefits. Explore the benefits to see who can use them and when; review case studies with different strategies and what their impact is on financial aid; and learn which of these benefits are scheduled to expire and how that will affect college costs.

Major Subjects
- American Opportunity Tax Credit
- Lifetime Learning Credit
- 529 plans
- Coverdell Education Savings Account
- U.S. Savings Bonds
- Student loan interest deduction
- IRA withdrawals for education
Objectives
- Identify available deductions, credits and tax advantage saving programs.
- Determine when to use these educational tax benefits.
- Determine how scholarships impact tax benefits.
Level: Overview
Designed For
CPAs, CFPs, lawyers and personal financial planners.
Advanced Prep:
None.
Prerequisite
Basic tax knowledge.
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