Abstract
Dean Freixes will be presenting his annual lecture on maximizing the tax benefits of pursuing an MBA degree. Recent case law has increased the ability of part-time and executive MBA students to deduct their MBA degree tuition and/or fully exclude employer reimbursed benefits from their gross income. The lecture will address such issues as:
1. Can I full deduct my MBA tuition expenses on my federal and state tax return?
2. If I change careers or start my own business, how will that affect the deductibility of my MBA tuition?
3. Can I also deduct related expenses, like airfare, lodging, mileage, books, or parking?
4. If I participate in an International or Exchange Course, can I fully deduct my travel expenses?
5. If my employer reimburses my tuition, how can I exclude that as income on my tax return?
6. If my employer includes tuition reimbursement on my W2, how can I avoid counting that as income?
7. How will the new changes in the Alternative Minimum Tax affect the deductibility of my MBA?
The lecture will be presented from 1:00 to 2:00 p.m. on Saturday, November 12, in Korn Hall. We have to end promptly at 2:00 p.m., so please be sure to arrive on time. The event will be videotaped and we will send the link and the slides to all of you.
For more information, please contact Michael Fontanez at (310) 825-7803 or michael.fontanez@anderson.ucla.edu. |
