Energy Credits Deep Dive
2 CPE for AFSP, EA, CFP®, CPA, CRTP
This hands-on session examines real-life scenarios using energy credits in various situations. From clients using their passenger vehicles in their business to clients with different energy expenditures, we will explore the ordering of credits and the use of Form 3800, General Business Credit.
Objectives
Upon completion of this session, you will be able to:
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Recognize the potential of a credit for a clean vehicle, including a commercial clean vehicle
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Discuss the impact of transferring the credit to the dealership in 2024
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Prepare Form 8936, Clean Vehicle Credits, and related forms for a clean vehicle partially used in a business, such as Uber
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Calculate the energy credit on Form 5695, Residential Energy Credits
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Summarize the ordering of credits
CPE information
Duration: 100 minutes
Course level: Intermediate
Prerequisite: Basic understanding of the energy credit requirements
Advanced preparation: None
Delivery method: Group Internet-Based