The Latest and Greatest in Helping Clients Claim Home Energy Credits (Completed)

Date: Friday, February 16, 2024
Instructor: Annette Nellen
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

The Inflation Reduction Act of 2022 added and modified several energy credits. The qualification rules are multi-faceted and complex and in the law through 2032. This webinar covers the residential and vehicle credits applicable to individuals as laid out by Congress and guidance from the IRS. In addition, we’ll cover tips to offer to clients and questions to ask to be sure clients qualify. Due diligence and planning considerations are addressed.

Topics Covered

  • §25C, Energy Efficient Home Improvement Credit
  • §25D, Residential Clean Energy Credit
  • §30D, Clean Vehicle Credit
  • §25E, Previously-owned Clean Vehicles
  • IRS guidance on these credits
  • Examples of how the credits apply
  • Due diligence considerations in helping clients claim these credits

Learning Objectives

  • Explain the qualifications for residential energy and clean vehicle tax credits available to individuals
  • Identify IRS guidance and information available to assist in claiming these credits
  • Identify due diligence and planning considerations relevant to IRA 2022 residential energy and clean vehicle credits


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

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