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Graduate School: Admission, Financial Aid and Educational Tax Benefits (4153000A)
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As your clients or client family members look to graduate school to extend their education or meet professional requirements, learn about admissions, financial aid forms, loans and educational tax benefits that can help them make their decisions. We'll talk about how more and more universities are requesting financial information from a student's parent's even though they are considered independent students; examine the funding source and which to avoid; and review financial case studies relati

7/15/2015
When: 7/15/2015
12:00 PM - 2:00 PM
Where: Webcast/Webinar
Presenter: Gary Carpenter, CPA, CCPS
Contact: April Deneault
801-834-6634


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As your clients or client family members look to graduate school to extend their education or meet professional requirements, learn about admissions, financial aid forms, loans and educational tax benefits that can help them make their decisions.  We'll talk about how more and more universities are requesting financial information from a student's parent's even though they are considered independent students; examine the funding source and which to avoid; and review financial case studies relating to graduate school.

  

Objectives:

Determine financial aid forms that are required.
Identify available funding sources for graduate school and which ones to use first.
Recognize the available educational tax benefits to students.

 

Major Subjects:

Applying to graduate school: Admission exams (GMAT, GRE, LSAT, MCAT)
Financial aid forms: Free Application for Federal Student Aid (FAFSA); respective college financial aid forms; and information required (personal, financial and college) and not required.
Funding graduate school: Student, federal and private loans; through employment (on and off campus); and family support.
Educational tax benefits: Lifetime Learning Credit; Student Loan Interest Deduction; qualified tuition plans (529 Plans); Coverdell Education Savings accounts; U.S. saving bonds; Section 127: Employer Education Assistance Plans; Section 2503; and 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: GRSL

 

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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