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Educational Tax Benefits (4152997A)
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With a variety of ways to fund college, one area your clients may not be familiar with is educational tax benefits, which can benefit every client. We'll look at each of these benefits to see who can use them and when; review case studies with different strategies and what their impact financial aid; and learn which of these benefits are scheduled to expire in the near future and how that will affect college costs.

11/2/2015
When: 11/02/2015
12:00 PM - 2:00 PM
Where: Webcast/Webinar
Presenter: Gary Carpenter, CPA, CCPS
Contact: April Deneault
801-834-6634


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With a variety of ways to fund college, one area your clients may not be familiar with is educational tax benefits, which can benefit every client. We'll look at each of these benefits to see who can use them and when; review case studies with different strategies and what their impact financial aid; and learn which of these benefits are scheduled to expire in the near future and how that will affect college costs.

  

Objectives:

Identify the deductions, credits and tax advantage saving programs available to families and students.
Determine when and when not to use these educational tax benefits.
Determine how scholarships impact tax benefits.

 

Major Subjects:

American Opportunity Tax Credit

Life Time Learning Credit
529 plans
Coverdell Education Savings Account
U.S. Savings Bonds
Student loan interest deduction
IRA withdrawals for education

 

Designed For:

CPAs, CFPs, lawyers and personal financial planners.

 

Prerequisite: Basic tax knowledge.

 

Advanced Prep: None

  

Speaker: Gary Carpenter, CPA, CCPS

Vendor: CalCPA

Field of Study: Tax

Level:  Overview

CPE Credit: 2 hours

Acronym: EDTB

 

Registration Fees:

Members: $70

Nonmembers: $94

 

Meet the Speaker:

Gary Carpenter, CPA, CCA, is the owner and president of College Planning Services, a provider of college planning strategies and seminars based in Syracuse, NY. He is also co-founder of the CollegeLOAN Evaluator. Carpenter has provided continuing professional education courses in college planning and financial aid for various state CPA societies.
Carpenter is co-author of College Financial Planning for Any Income Level. He has been quoted in the Wall Street Journal, Washington Post, Kiplinger’s Personal Finance, AARP Magazine, Money, Financial Advisor and on MSNBC and CNBC. He is the executive director and co-founder of the National College Advocacy Group (NCAG). A member of AICPA and the New York State Society of Certified Public Accountants (NYSSCPA), he is chair of the Personal Financial Planning Committee for NYSSCPA.

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