9042018 1

Author: Barbara WeltmanSidney Kess

CPE Credit:  1 hour for CPAs
1 hour Federal Tax Related for EAs and OTRPs
1 hour Federal Tax Law for CTEC

This two-credit self-study CPE Course provides you with an overview of the rules for claiming personal tax credit and highlights planning tips to help you in your practice. The focus of this course is on tax credits for individuals. Credits are more valuable than deductions because they reduce tax liability on a dollar-for-dollar basis. This course will provide an overview of the array of individual credits and the limitations that apply for each of these credits. It will also review the due diligence requirements for paid preparers.

Publication Date: February 2018

Designed For
Tax practitioners

Topics Covered

  • Premium Tax Credit
  • Child Tax Credit
  • Dependent Care Credit
  • Earned Income Tax Credit
  • Education Credits, including the American opportunity credit and lifetime learning credit
  • Retirement Saver's Credit
  • Adoption Credit
  • Credit for the Elderly and Permanently Disabled
  • Foreign Tax Credit
  • Excess Social Security Credit
  • Energy-related Tax Credits
  • Investment-related Credits
  • Alternative Minimum Tax
  • Other Credits
  • Tax Return Preparer Duties


Learning Objectives

  • Explain the income limits for eligibility for certain personal tax credits.
  • Identify which personal tax credits are partially or fully refundable.
  • Discuss the due diligence requirements for tax return preparers with respect to certain refundable tax credits.

Additional Course Details

  • Author: Barbara Weltman
  • Sidney Kess
  • Publisher: Wolters Kluwer
  • Course Level: Basic
  • Pre-Requisites: None
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