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Tuesday, July 23  |  4:10 p.m. - 5:00 p.m.  |  Concurrent Session

Wednesday, July 24  |  1:15 p.m. - 2:05 p.m.  |  Concurrent Session

Tax Planning for Energy Credits

1 CPE for AFSP, EA, CFP®, CPA, CRTP        

Claiming the clean vehicle credit when there is no business use is straightforward. However, if the vehicle is used for business purposes, where to claim the credit can become a bit more complicated. During this session, we will address when business use becomes an issue and how to report the credit by completing Form 8936, Clean Vehicle Credit. Additionally, we will explain the best way to order the different credits and strategies to invest in energy efficient property that will maximize savings. 

Objectives
Upon completion of this session, you will be able to:

  • Prepare Form 8936 

  • Summarize how business use impacts the clean vehicle credit  

  • Outline the order energy credits are used 

CPE information
Duration: 50 minutes
Course level: Intermediate
Prerequisite: Basic understanding of the clean vehicle energy credit requirements
Advanced preparation: None
Delivery method: Group Live

Kathryn Keane

Principal Tax Professional at Macanta Corporation

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