In this assignment, you will help a client complete their 20XX tax returns, focusing on the Child Tax Credit (CTC), Other Dependent Credit (ODC), American Opportunity Tax Credit (AOTC), and Lifetime Learning Credit (LLC). After reviewing the client's financial details and the relevant tax code, you will participate in a live generative AI interview with the “client” to gather the remaining information needed to calculate their credits. This interview allows you to practice and receive personalized feedback on your interviewing soft skills and ability to gather essential tax information. Following the interview, you will take a short quiz to test your understanding of the tax credits discussed.

Learning objectives

  1. Practice interviewing with a tax client to gather relevant tax information
  2. Apply the relevant tax laws to accurately calculate the client's Child Tax Credit (CTC), Other Dependent Credit (ODC), American Opportunity Tax Credit (AOTC) and Lifetime Learning Credit (LLC)

Suitable courses: tax

You must have an account with EYARC Experience and then go to the Assignment Catalog to review

Join EYARC for Full Access
EYARC Experience Image

EYARC Experience

Turn case studies into powerful teaching moments for your students. Active EYARC users can explore our experiential learning platform to access cutting-edge curricula and innovative teaching resources.

Try It Now

Academic Case Materials

Access free resources to prepare students for the global marketplace. Resources include case studies, data sets, analytics workbooks, videos and many other tools focused on business and accounting topics.

Academic Case Materials Image

To search by multiple tags, enter the search word followed by a comma and the next word, etc.
For example, entering "Audit, Excel, Intermediate" will list cases related to audit AND Excel AND intermediate difficulty. To search by a single tag, enter it in the search box or click on the tag below in the Popular Tags area.