Tax Credits & Deductions Workshop

All levels · 3 weeks · Online learning

What you will be able to do

• Separate deductions from credits and refundable from nonrefundable items.
• Use an eligibility checklist before reaching a conclusion.
• Identify documents needed to support common tax benefits.
• Record the facts, source, and reasoning behind a tax position.

Course curriculum

1. Module 1: Benefit framework and due diligenceCredits versus deductions · Eligibility interviews and documentation standards
2. Module 2: Family-related tax benefitsDependent-related credit workflow · Education and care benefit overview
3. Module 3: Other individual creditsRetirement, savings, and education credit overview · Health, energy, and other credit research workflow
4. Module 4: Deduction analysisStandard versus itemized deductions · Adjustments and commonly missed deduction questions
5. Module 5: Workshop casesComparing competing benefit scenarios · Documenting and reviewing the final position

Learning experience

Ten focused lessons combine instructor guidance, structured notes, practical scenarios, checklists, and a documented review workflow. Students can return to the material from their learning dashboard.

Official resource: IRS credits and deductions overview.

Educational content only. Confirm current law, forms, instructions, and professional requirements before applying course concepts to a client matter.