Education Tax Benefits - 2 CPE Credit Hours
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Education Tax Benefits - 2 CPE Credit Hours

Price per Unit (piece): $19.95

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After reading the materials, participants will be able to:

1. Distinguish qualifying education from nonqualifying education under §162 and thereby determine which work-related expenses can be deducted.

2. Point out the differences between the HOPE (“American Opportunity”) Credit and the Lifetime Learning Credit, what costs and fees are covered by each credit, and explain to clients the requirements of Coverdell education savings accounts and the tax deferral benefits of such accounts.

3. Discuss how to claim deductions for student loan interest under §221 including when the cancellation of such a loan can be excluded from income under the §108(f) and explain the importance of employer-provided educational assistance particularly the advantages it offers to employees.

4. List the tax-free benefits of scholarships and fellowships and their affect on income and identify who is eligible for the qualified tuition deduction and under what circumstances the deduction can be used.

5. Explain to clients how educational incentives and financial aid resources may be useful for financial planning.

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  • I have taken multiple courses from The CPE Discount Store.  They have great customer support and I received my certificate of completion on the same day.
    Bill P. - CPA - Richmond, New Hampshire
  • The CPE Discount Store offers a great selection of online CPE courses.   I was able to complete my course on my time frame which is a great way to take CPE.  Having the book as a reference for future work was also helpful.
    Tom N. - CPA - Longmont, CO
  • The CPE Discount Store course materials are very straight forward and easy to understand, I particularly like the website and customer follow up to my questions.
    Susan P. - CPA - San Diego, CA


Either you re-did the course after jstone\'s review, or he/she confused this course with another one. The test for this course had 15 questions, not 120, and all of them were about material covered in the course. It was fine and I recommend it.
Looks like this course needs to be updated.
Old customer in 2015, will give a try in 2017 now. Hope the courses are approved by the Board.

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