Education Tax Benefits #291321
Course Details, Learning Objectives, Table of Contents
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Course publication/revision date:This course was updated on 4/21/2021 (covers 2021 tax law).
Education Tax Benefits examines the programs, credits, deductions and federal income tax treatment of various items that affect saving for and financing an individual’s education. In so doing, it considers qualified tuition programs (QTPs), Coverdell education savings accounts (ESAs), the education savings bond program, federal tax credits for education, the federal tax treatment of scholarships, fellowships, grants and tuition reductions and the deductions available for student loan interest, tuition and fees. The newly enacted Secure Act (Setting Every Community Up for Retirement Enhancement Act of 2019) is also covered.
Course, Credit, Sponsor Information
Open link (above): Course Details, Learning Objectives, and Table of Contents.
Author: Paul J. Winn, CLU, ChFC
Subject Area: CFP Board, NAPFA: NASBA (CPA): Taxes.
IRS: EA, OTRP: Federal Tax Law.
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CFP Board and IRS CE credits are reported weekly, if applicable.
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