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Energy Credit Strategies

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

After one year of experience with the new energy credits, we can now start looking for strategies for taking advantage of these credits. During this session, we’ll address how to plan for clean vehicle credits transferred to dealers, how to use the commercial clean vehicle credit for businesses as well as how to handle clean energy vehicles with partial business use. 

Objectives
Upon completion of this session, you will be able to:

  • Summarize planning opportunities with clients who transfer clean energy credits to a dealer 

  • Advise clients regarding the use of the commercial clean vehicle credit 

  • Outline reporting for clean energy vehicles that have both business and personal use 

CPE information
Duration: 100 minutes
Course level: Intermediate
Prerequisite: General understanding of clean vehicle energy credits
Advanced preparation: None
Delivery method: Group Live

Kathryn Keane

Principal Tax Professional at Macanta Corporation

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