There are no prerequisites.

Course Description

An education that will help children grow both personally and professionally is an advantage that every parent seeks. Through a multitude of programs and tax incentives, the federal government attempts to encourage these efforts. Education Tax Benefits examines the credits, deductions, programs, and income tax treatment of the various issues affecting the financial concerns of funding a child's education. Topics covered include:

  • Qualified tuition programs
  • Coverdell education savings accounts
  • The education savings bond program
  • Federal tax credits for education
  • The federal tax treatment of scholarships, fellowships, grants, and tuition reductions
  • Deductions available for student loan interest, tuition, and fees
  • And much more!


Paul Winn

Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.

Course Specifics

Jan 7, 2020
There are no prerequisites.

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01027-16-S
IRS Federal Tax Law Credits: 4
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-0993
CTEC Federal Tax Law Credits: 4
Qualifies for CA Fraud: No

Learning Objectives

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

Chapter 1

  • List the benefits and characteristics of various higher education programs.
  • Identify the contribution and distribution rules for qualified tuition plans and other programs.
  • Cite elements of tuition plans including issues around taxability of distributions and requirements of rollovers.

Chapter 2

  • Cite the characteristics of Coverdell Education Savings Accounts.

Chapter 3

  • Cite the characteristics of the Educational Savings Bond Program.

Chapter 4

  • Cite the characteristics of education tax credits.

Chapter 5

  • Cite the characteristics of various taxable and tax-free educational scholarships as well as the tuition and fees adjustment and student loan interest adjustment.

Choose Your Preferred Format

Online Access

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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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