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Education Deductions & Credits - VIRTUAL

Overview

This course explains all education savings programs, tax deductions, compliance rules and reporting for 529 plans, Series EE Bonds, American Opportunity and Lifetime Credits, employer assistance programs and student loan interest deductions.

Prerequisites

None

Objectives

This course is designed to explain tax-advantaged methods of saving for college, tax deductions and credits for taxpayers. Included in the course are explanations of 529 plans, college financial aid, Coverdell ESAs, American Opportunity and Lifetime credits, Series EE bonds, employer assistance programs and student loan interest.

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

EDC20531

2 CPE Credits
Tax: 2 Credits

Registration

Member Price:
$135
Non-member Price:
$165

Registration is open through 05/30.

Friday, May 31st

12:00pm to 2:00pm
(Check-In 11:30am)

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Instructor

Robert Jennings