Monday, July 21 | 10:40 a.m. - 11:30 a.m. | Concurrent Session
Recapture Rules and Education Tax Credits
1 CPE for AFSP, EA, CFP®, CPA, CRTP
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Unlock the full potential of education tax benefits with a deep dive into the American opportunity tax credit (AOTC) and the lifetime learning credit (LLC). Learn to accurately calculate these credits, recognize when recapture rules apply and navigate the complexities of reporting recaptured tax credits. This session equips you with the expertise to confidently assist clients in optimizing their education-related tax savings while staying compliant.
Objectives
Upon completion of this session, you will be able to:
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Understand requirements for AOTC and LLC
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Properly calculate education tax credits
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Recognize situations that require the recapture the credits
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Properly calculate and report the recapture of the credits
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CPE information
Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live
