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Education Tax Incentives: Opportunities and Strategies (Second Edition)

Sidney Kess and Barbara Weltman

This course provides an overview of the tax benefits available to those pursuing higher education. Some of the breaks covered encourage saving for college and other help defray the cost of paying for it. Some breaks can be used in combination; others are mutually exclusive. Education Tax Incentives explains all of the 11 major tax incentives for higher education.

Topics covered include:

  • Qualified Tuition Programs
  • Coverdell Education Savings Accounts (ESAs)
  • U.S. Savings Bond Interest Exclusions
  • Scholarships and Tuition Reduction Plans
  • Employer-Provided Education Assistance
  • Gift Tax Exclusion for Direct Payment of Education Expenses
  • Above-the-Line Deduction for Higher Education Expenses
  • Education Credits
  • Penalty-Free IRA Withdrawals
  • Deduction for Education Costs
  • Interest on Student Loans
  • EGTRRA Sunset Implications

Course Details
Price:  $45.00
Field of Study:  Taxes
Level:  Overview
CTEC course number:  1075-CE-2175
Course was last updated on:  02/03/06
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Library:

Technical Requirements:
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Credit Available For: Units
CPE 2 CPE
QAS 2 CPE
CFP® (Accepted by the CFP Board) 2 CPE
Enrolled Agent (Accepted by the IRS) 2 CPE
CTEC Federal 1 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: Tom J. submitted on 10/25/2007
The frequent questions keep you on your toes.
Reviewer: James M. submitted on 09/14/2007
Examples and reference sites
Reviewer: Holly R. submitted on 02/13/2007
Learned about different ways to save for college education.
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