info@werner-rocca.com Mon - Fri: 9:00 AM - 5:00 PM
Catalog / Taxes

Unlocking the Value: IRS Tax Credits for Businesses & Individuals with Mary Jane Hourani, MM, EA, NTPI Fellow, Tax Accountant

Course Code: UVTCBI

This course provides an exploration of federal tax credits available to both individual taxpayers and business entities. Attendees will learn how to identify, evaluate, and claim various credits to optimized tax outcomes. Through detailed analysis and illustrative examples, this course demystifies eligibility criteria, documentation requirements, and strategic considerations to ensure compliance and maximize benefit. Tailored for tax professionals, it emphasizes current developments, including recent legislation and IRS guidance.

Download Brochure
CPE Hours 2
Level Intermediate
Field of Study Taxes
Prerequisite None
Designed For CPAs, EAs, and attorneys
Learning Objectives

At the end of this course, you will be able to:

  • Distinguish between refundable and nonrefundable tax credits and understand their implications.
  • Identify key IRS tax credits applicable to individuals and businesses, including eligibility requirements.
  • Evaluate how recent legislation has impacted available credits.
  • Navigate documentation and substantiation standards for claiming credits.
  • Apply strategic planning techniques to optimize credit usage across diverse client scenarios.
  • Recognize common pitfalls and audit risks associated with credit claims.
Course Highlights

Topics covered:

  • Federal tax credits for individuals and businesses, identifying and claiming credits, eligibility criteria, documentation requirements, strategic tax planning, and recent legislative and IRS guidance.
Interested in this Course?

Schedule UVTCBI for Your Organization

Reach out to our CPE team to book a seminar, request a custom engagement, or register for an upcoming session.

Call 877-415-4040 Request Info Download Brochure
Related Courses

More in Taxes

Taxes

Strategies and Tax Tips for Dragging Your Children into Financial Independence

In an era of shifting job markets, high living costs, and financial setbacks, many young adults remain financially dependent on their parents well...

Learn More →
Taxes

Tax Planning Based on Form 1040

The many changes made to the Internal Revenue Code have created numerous unique planning opportunities for individuals. Careful tax planners must...

Learn More →
Taxes

Helping Clients Through Divorce, Bankruptcy, and Difficult Life Events: Tax Strategies

This comprehensive course equips practitioners with the knowledge to guide clients through difficult circumstances, addressing both tax and non-tax...

Learn More →
Taxes

Individual Income Tax Update: 2026 Form 1040 and the Big Beautiful Bill

Stay current with the ever-evolving world of individual income taxation in this essential course designed for tax practitioners looking to enhance...

Learn More →
Course Categories
Get in Touch