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College Financial Planning: Educational Tax Benefits 4172997B
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With various ways to fund college, one area your clients may find unfamiliar is educational tax benefits. Explore the benefits to see who can use them and when; review case studies with different strategies and what their impact is on financial aid; and learn which of these benefits are scheduled to expire and how that will affect college costs.

 Export to Your Calendar 12/12/2017
When: 12:00 PM to 2:00 PM
Where: Webinar/Webcast
United States
Presenter: Gary Carpenter, CPA, CCPS
Contact: April Deneault
801-466-10704


Online registration is available until: 12/12/2017
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Curriculums:   Retirement, Pensions, Financial Planning & Ins.

NASBA Credit Category:  Taxes

CPE Hours:  2

Description

With various ways to fund college, one area your clients may find unfamiliar is educational tax benefits. Explore the benefits to see who can use them and when; review case studies with different strategies and what their impact is on financial aid; and learn which of these benefits are scheduled to expire and how that will affect college costs.

Materials are provided as an ebook for this course.



Major Subjects

  • American Opportunity Tax Credit
  • Lifetime Learning Credit
  • 529 plans
  • Coverdell Education Savings Account
  • U.S. Savings Bonds
  • Student loan interest deduction
  • IRA withdrawals for education

Objectives

  • Identify available deductions, credits and tax advantage saving programs.
  • Determine when to use these educational tax benefits.
  • Determine how scholarships impact tax benefits.

Level:  Overview

Designed For

CPAs, CFPs, lawyers and personal financial planners.

Advanced Prep:

None.

Prerequisite

Basic tax knowledge.

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