The variety of savings vehicles available for education can be intimidating. As an accounting professional, it is important that you understand the various options available to your clients to be able to properly advise them. This comprehensive course details all of the various types of tax benefits and savings opportunities available for education. Covering Qualified Tuition Programs (529 plans), the American opportunity credit, the lifetime learning credit, student loans, tuition and fee deductions, Coverdell Education Savings Accounts, Education Savings Bond Programs, and much more, this course will provide all the information you need to properly assist your clients. All course material provided. No prerequisites. Course level: Basic.
EA Program Approval Number: ZX34G-T-00411-21-S
PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.