Course curriculum
-
1
Introduction | Welcome
-
Welcome to Costello University
FREE PREVIEW -
Introduction
FREE PREVIEW -
Knowledge Check - Income Rules
FREE PREVIEW -
"Toolbox" - Tax Credit Online Links to Regulatory References
-
-
2
Tax Credit Income and Rent Limits
-
Tax Credit Income and Rent Limits
-
Knowledge Check - Multiple Program Income Limits
-
-
3
Household Members
-
Household Members
-
Knowledge Check - Household Size
-
-
4
Student Status
-
Students in Affordable Housing - Overview
-
Students and Tax Credits & Tax-Exempt Bonds with CHART
-
Knowledge Check - Students and Tax Credits and Tax-Exempt Bonds
-
-
5
Excluded Income
-
Excluded Income Sources
-
Lesson from our Video Blog - Using Exhibit 5-1
-
Knowledge Check - Excluded Income
-
-
6
Zero Income
-
Zero Income and Tax Credits
-
-
7
Earned Income
-
Earned Income Overview
-
Whose Income Is Counted?
-
Knowledge Check - Dependent Income
-
Employment (Earned Income 1)
-
Knowledge Check - Employment Income
-
Employment - Tax credit variations
-
Self-Employment (Earned Income 2)
-
Knowledge Check - Self-Employment
-
Military Pay (Earned Income 3)
-
Knowledge Check - Military Pay
-
-
8
Unearned Income
-
Unearned Income Overview
-
Social Security, SSI and other Benefit Income
-
SS COLA Adjustment - Example 2021
-
Knowledge Check - Social Security, SSI and other Benefit Income
-
Payments in Lieu of Earning
-
Knowledge Check - Payments in Lieu of Earning
-
Welfare Assistance
-
Knowledge Check - Welfare Assistance
-
Alimony / Child Support and Regular, Recurring Gifts
-
Knowledge Check - Alimony / Child Support & Regular Recurring Gifts
-
Student Financial Assistance (Tax Credits)
-
Knowledge Check - Student Financial Assistance (Section 8 or Tax Credit)
-
-
9
Asset Income
-
Asset Income Overview
-
Knowledge Check - Jointly Held Assets
-
Cash, Savings Accounts, Checking Accounts, Safe Deposit Boxes, etc.
-
Knowledge Check - Cash, Savings Accounts, Checking Account, Safe Deposit Boxes, Etc.
-
Revocable Trusts
-
Knowledge Check - Trusts
-
Real Estate Overview
-
Knowledge Check - Real Estate
-
Real Estate - Reverse Mortgages
-
Knowledge Check - Reverse Mortgages
-
Real Estate - Foreclosures and Short Sales
-
Knowledge Check - Foreclosure and Short Sale
-
Real Estate - Contract for Deed or a Deed of Trust
-
Knowledge Check - Contract for Deed or Deed of Trust
-
Stocks, Bonds, Treasury Bills, CDs, Mutual Funds, Money Market Accounts
-
Knowledge Check - Stocks, Bonds, Treasury Bills, CD's, Mutual Funds, Money Market Accounts
-
IRA, 401(k), Keogh Accounts, Annuities, Retirement Accounts and Pension Funds
-
Knowledge Check - Retirement Accounts
-
Whole Life Insurance
-
Knowledge Check - Whole Life Insurance
-
Personal Property Held as an Investment
-
Lesson from our Video Blog - Personal Property Investments
-
Knowledge Check - Personal Property
-
Lump-sum, One Time Receipts
-
Knowledge Check - Lump-sum, One Time Payments
-
Imputing Income from Assets
-
Knowledge Check - Imputed Asset Income
-
Assets Disposed of for Less Than Market Value
-
Knowledge Check - Disposed of Assets
-
-
10
Certification Form
-
Cert Form Overview
-
Tax credit/bond/HOME/HTF Cert
-
Knowledge Check - TIC
-
-
11
Final Exam
-
Before The Final Exam: Other Sessions Available!
-
Final Exam - Qualifying Tax Credit Households
-