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Tuesday, December 3, 2024 Live Webcast

Auto and Energy-Related Tax Credits (E2412472)

1:00 PM - 2:40 PM EST

Registration: 12:30 PM EST

webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

The Inflation Reduction Act (IRA) contains many changes to auto and energy-related credits. Many if not most of these credits reduce the cost of individual- and business-related expenses. As a result of the changes brought about by the IRA, tax advisors have new and reformed credits to understand and explain to their clients. The IRS has issued extensive guidance regarding these credits in the form of Frequently Asked Questions that elaborate on and explain these new credits. This program covers the new and revised energy-related credits clients will be asking about, such as credits related to personal autos, energy-efficient commercial vehicles, and household-related utilities and improvements. This program will cover the IRA changes related to electric car credits in detail so that those attending can properly advise their individual and business clients regarding them.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

Accounting and finance professionals who need to advise clients on these new credits

BENEFITS

  • Be familiar with the IRA credits relating to autos and residences
  • Advise clients regarding planning related to these credits

HIGHLIGHTS

  • How a purchaser of an energy-efficient clean vehicle claims a credit
  • The energy efficient home improvement credit
  • The Residential Clean Energy Credit
  • The clean vehicle credit
  • The previously owned clean vehicle credit
  • The qualified commercial clean vehicle credit
  • Transfers of credits to an unrelated transferee
  • Seller report information for buyers of new and previously owned clean vehicle credits
  • Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

John Kilroy

John Kilroy, CPA, CFP

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

PRICING

$99.00 - Member

$136.50 - Nonmember

Register Today


Note: Online pre-registration will close on December 3 at 12:30 PM.

ADDITIONAL OPTIONS

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Print a registration form

COURSE DEVELOPER

Surgent

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