Self-Study
2
Overview
Taxes
There are no prerequisites.

Course Description

Today, many taxpayers see their children's education as a valuable investment. Fortunately, the money you spend on higher education can bring significant tax benefits. Covering topics such as qualified tuition programs, scholarships, and fellowships, this course examines the tax treatment of costs related to education. You'll learn the ins and outs of education tax benefits and how to identify expenses that are deductible. Additionally, you'll learn financial planning strategies and techniques to help you better prepare for future educational costs.



Instructor

Danny Santucci, JD

Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning. Speaking to more than 100 groups nationally each year, he is known for spicing up his extensive expertise with an incredible sense of humor.



Course Specifics

Taxes
Mar 7, 2017
There are no prerequisites.
SS8132074
66
None


Compliance Information

103220
IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-00347-13-S
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-0400
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify deductible education expenses and travel costs under the requirements of §162
  • Determine the qualified credit amounts under the HOPE Credit
  • State the requirements of Coverdell education savings accounts
  • Identify the deductible amount to be claimed for §221 student loan interest and cite the permissible benefits of §529 qualified tuition programs.
  • Specify the tax-free benefits of §117 scholarships and fellowships
  • Define who is eligible for a §132 qualified tuition reduction
  • State rules for what children and parents are responsible for when paying college costs


Choose Your Preferred Format


Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy


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