CPE Course Education Costs: Tax Planning

October 30, 2017

2:00 PM — 4:00 PM

Location Webinar

Member Price $60.00
Non-member Price $94.00

Curriculum Taxation

Field of Interest

Level Overview

Designed For

CPAs , lawyers and other advisers who offer tax and personal financial advice to individauls.

2.00 credits

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  • Determine whether gross income is reported for scholarships, fellowships, grants and tuition reductions.
  • Evaluate possible tax credits available.
  • Recognize law that allows possible deductions for student loan interest, tuition and fees.
  • Analyze the various tax preferred education savings provisions.
  • Identify the tax consequences of student loan cancellation and repayment assistance.
  • Consider possible tax saving related to employer provided educational assistance.
  • Describe the law applicable to determine whether a deduction can be claimed for work related education costs.


  • Scholarships, fellowships, grants and tuition reduction
  • American Opportunity and Lifetime Learning tax credits
  • Deduction for student loan interest expense
  • Tax treatment of student loan cancellation and repayment assistance
  • Deduction for tuition and fees
  • Coverall Education Savings Account
  • Qualified Tuition Program
  • Early withdraw from Individual Retirement Account (IRA)
  • Employer provided educational assistance
  • Business deduction for work related education



Basic understanding of the federal income tax law as applied to individual taxpayers.


California Society of CPAs

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