After this session, attendees should be able to:
• Understand requirements for American Opportunity Tax Credit and the Lifetime Learning Credit
• Properly calculate Education Tax Credits
• Recognize and utilize other Education Tax Breaks such as employer provided assistance and US Savings Bond Exclusion
• Discuss Education Planning tools such as the Coverdell and Section 529 plans
This session qualifies for 2 hours of continuing education.
IRS Program Number RCJKX-T-00013-21-O
Kathryn M. Keane, EA, NTPI Fellow is the principal tax professional at Macanta Corporation, a small family owned tax and related services practice located in Brooklyn, NY, serving over 1015 individual clients and 86 businesses, along with many...