AOTC LLC Education Credit or Not???
Orange County South Chapter Virtual Meeting

Date:

Tuesday, August 30, 2022
6:00 PM to 8:00 PM

Location:

Online Meeting via Zoom
This will be a Zoom Meeting. Once you register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

Overview of the American Opportunity Credit and the Lifetime Learning Credit. Discussion of Qualified Education Expenses, Eligible Educational Institutions, Scholarships and Fellowships, and IRS Form 1098-T, Tuition Statement.

Speaker:

Jerrie Muir is an Enrolled Agent who previously worked for the Internal Revenue Service as a Tax Auditor, Internal Revenue Agent, and Stakeholder Relationship Tax Consultant. Jerrie has taught income tax, QuickBooks, and accounting classes at a number of Southern California community colleges. He has served in the U.S. Marine Corps and U.S. Army, and is a U.S. Army War College graduate.Jerrie has over 25 years of teaching and tax preparation experience in the U.S., and overseas at military installation and U.S. Embassies. His focus is tax preparation for the self-employed taxpayer. Jerrie also has experience with preparation of individual tax returns with the Foreign Earned Income Exclusion, Foreign Tax Credit, and military related tax provisions.Jerrie can help you meet your federal and state tax obligations, file any required tax returns, and if needed, audit representation before the Internal Revenue Service and Franchise Tax Board.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01709-22-O
CTEC: 1000-CE-5124

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Member Registration Fee: $20
Non-Member Registration Fee: $50